How to Integrate Jotform with WhatsApp using Pabbly Connect for Your Flower Shop

Learn how to automate order confirmations for your flower shop using Pabbly Connect to integrate Jotform with WhatsApp seamlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start integrating Jotform with WhatsApp, you first need to access Pabbly Connect. This powerful automation platform allows you to create workflows without any coding skills. Simply visit the Pabbly website and log in to your account. If you are a new user, you can sign up for free in just a few minutes.

Once logged in, navigate to the dashboard where you will see options to create a new workflow. Click on ‘Create Workflow’ and give it a name like ‘Jotform to WhatsApp Integration’. This sets the stage for automating order notifications for your flower shop.

2. Setting Up Jotform with Pabbly Connect

Now, you need to set up your Jotform to work with Pabbly Connect. First, create your order form using Jotform. Make sure to include fields for customer name, email, phone number, and the products they wish to order. Once your form is ready, navigate to the ‘Settings’ tab in Jotform.

• Click on ‘Integrations’ and select ‘Webhooks’.
• Copy the webhook URL provided by Pabbly Connect.
• Paste this URL into the Jotform webhook settings.

This integration allows Jotform to send order data directly to Pabbly Connect whenever a customer submits an order, facilitating seamless communication.

3. Capturing Order Data in Pabbly Connect

After setting up the webhook, the next step is to capture the data sent from Jotform into Pabbly Connect. To do this, go back to your Pabbly Connect dashboard and create a new workflow. Choose Jotform as the trigger app and select the event ‘New Response’.

Once you have selected the trigger, Pabbly Connect will wait for a response from Jotform. You can test this by submitting a sample order through your Jotform. After submission, check Pabbly Connect to ensure the order details are captured correctly. This is crucial as it confirms the integration is functioning properly.

4. Sending WhatsApp Messages via Pabbly Connect

Now that you have captured the order details, the next step is to send a WhatsApp message using Pabbly Connect. For this, you will need to connect to a service like Vati, which allows sending WhatsApp messages. In your workflow, add a new action step and select Vati as the app.

• Choose the action event ‘Send Template Message’.
• Connect your Vati account using the API endpoint and access token.
• Map the customer’s phone number and order details to the message template.

Once everything is set up, you can test the workflow. When a new order is placed, Pabbly Connect will automatically send a confirmation message to the customer on WhatsApp, enhancing customer experience significantly.

5. Testing Your Integration

After completing the setup, it’s essential to test your integration thoroughly. Submit a new order through your Jotform and monitor the workflow in Pabbly Connect. Ensure that the order details are captured and that the WhatsApp message is sent correctly.

Check the WhatsApp account for the confirmation message to ensure that all details, including customer name and order items, are accurately reflected. This testing phase is crucial to confirm that your flower shop can efficiently handle orders and communicate with customers automatically.

Conclusion

In conclusion, using Pabbly Connect to integrate Jotform with WhatsApp allows your flower shop to automate order confirmations, enhancing operational efficiency and customer satisfaction. By following these steps, you can streamline your order processing and improve communication with your customers.