Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To begin automating your lead management, start by accessing Pabbly Connect. If you’re a new user, visit the Pabbly website to sign up and explore its features. Existing users can log in directly to their dashboard.

Once logged in, you will find the option to create workflows. This is where you will integrate Jotform, Salesforce, and WhatsApp through Pabbly Connect. The platform provides 100 free tasks every month for testing your automation workflows.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the “Create Workflow” button. You can choose to create from scratch, use AI, or utilize the quick builder. For this tutorial, we will use the quick builder for efficiency.

  • Select the integration prompt: “Integrate Jotform with Salesforce and Pabbly Chartflow”.
  • Choose the Jotform trigger as “New Response”.
  • Select the Salesforce action as “Create Contact”.
  • Choose Pabbly Chartflow action as “Send Text Message”.

After confirming your selections, click on the “Approve and Create” button. This will set up your workflow, allowing you to connect Jotform, Salesforce, and Pabbly Chartflow seamlessly through Pabbly Connect.

3. Connecting Jotform with Pabbly Connect

Now, you need to connect your Jotform account with Pabbly Connect. Click on the Jotform application in your workflow to retrieve a webhook URL. Copy this URL, as it will be used to link Jotform to Pabbly Connect.

In your Jotform workspace, navigate to the form you want to use. Click on the “Settings” option, then select “Integrations”. Search for “Webhooks” and paste the copied URL into the designated field. Click on “Complete Integration” to finalize the connection.

4. Mapping Data in Salesforce via Pabbly Connect

Once Jotform is connected, it’s time to map the data to Salesforce. Click on the Salesforce application in Pabbly Connect and initiate the connection. If you don’t have an existing connection, select “Add New Connection” and authorize access to your Salesforce account.

In the mapping section, fill in the fields for first name, last name, email, and contact number using the data received from Jotform. Mapping is essential for ensuring that each lead’s information is captured accurately in Salesforce.

  • Map the first name to the corresponding field from Jotform.
  • Continue mapping last name, email, and phone number accordingly.

After mapping the required fields, click on the “Save and Send Test Request” button to verify that the integration is functioning correctly. Check your Salesforce account to confirm that a new contact has been created successfully.

5. Sending WhatsApp Messages with Pabbly Chartflow

After successfully mapping data to Salesforce, the next step is to send a WhatsApp message using Pabbly Chartflow. Click on the Pabbly Chartflow application in Pabbly Connect and set up the connection. If needed, enter your API token found in the settings of your Pabbly Chartflow account.

In the WhatsApp message configuration, map the recipient’s phone number and customize your message. Ensure the phone number includes the country code without the plus sign. After entering the message, click on “Save and Send Test Request” to send a message to the recipient.

  • Map the WhatsApp mobile number to the user’s number from Jotform.
  • Compose a personalized message including the user’s name and details.

Once the test message is sent successfully, you can check your WhatsApp account to see the received message, confirming that the integration is fully operational.

Conclusion

By following these steps, you can effectively automate lead management using Pabbly Connect, Jotform, Salesforce, and WhatsApp. This integration allows for seamless data capture and instant communication, enhancing your business operations.