How to Send Email, WhatsApp, and SMS for New Registered Users Using Pabbly Connect

Learn how to integrate Facebook, YouTube, and Gmail to send Email, WhatsApp, and SMS notifications for new registered users using Pabbly Connect. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integrations

To start the integration process, first access Pabbly Connect by visiting the URL Pabbly.com/connect. Once on the landing page, you can either sign in or sign up if you are a new user. For existing users, clicking on ‘Sign In’ will bring you to the application dashboard.

After logging in, locate the ‘Create Workflow’ button on the right side of the dashboard. Click on it, and a dialog box will appear prompting you to name your workflow. For this tutorial, name it ‘Send Email, WhatsApp, and SMS for New Registered Users’ and click on ‘Create’ to proceed.

2. Trigger Setup with Elementor Form

In this step, we will set up the trigger for our workflow using Pabbly Connect. The trigger application is Elementor Form, which is a form builder for WordPress. Select ‘Elementor Form’ as your trigger application.

• Choose the trigger event as ‘New Form Submission’.
• Copy the webhook URL provided by Pabbly Connect.
• Navigate to your Elementor form settings and paste the webhook URL in the ‘Actions After Submit’ section.

Once the webhook is pasted, ensure it is enabled and click on ‘Update’ to save your changes. This will allow Pabbly Connect to receive data every time a new form submission occurs.

3. Test Submission and Gmail Integration

Now that the trigger is set up, the next step is to perform a test submission to capture the data. Fill out the form with sample data and click on submit. Go back to Pabbly Connect to check if the response has been captured successfully.

After confirming the data is received, set up the Gmail integration by selecting ‘Gmail’ as your action application. Choose the action event as ‘Send Email’ and click on ‘Connect’. Authorize Pabbly Connect to access your Gmail account.

• Map the email address field from the previous step to ensure the email is sent to the correct recipient.
• Enter the sender’s name, subject line, and email content.

Finally, click on ‘Save and Send Test Request’ to send the email. You should see a confirmation message indicating the email was sent successfully.

4. WhatsApp Integration Using Interact

Next, we will integrate WhatsApp using the Interact application through Pabbly Connect. Select ‘Interact’ as your action application and choose the action event as ‘Send WhatsApp Template Message’. Click on ‘Connect’ to set up the connection.

To establish this connection, you will need a secret key from your Interact account. Copy the secret key and paste it into the Pabbly Connect setup. After saving the connection, map the phone number from the previous step to ensure the message reaches the right contact.

Select the template code you wish to use for the WhatsApp message. Fill in any variables needed for the message body.

Click on ‘Save and Send Test Request’ to send the WhatsApp message. You should receive a confirmation that the message was sent successfully.

5. SMS Integration Using Twilio

Finally, we will set up SMS notifications using Twilio through Pabbly Connect. Select ‘Twilio’ as your action application and choose the action event as ‘Send SMS Message’. Connect your Twilio account by entering your Account SID and Authorization Token.

Once connected, map the recipient’s phone number and enter the SMS body content. Use the same mapping method to personalize the message with the recipient’s name.

Click on ‘Save and Send Test Request’ to send the SMS. Check your Twilio account for confirmation of the sent message.

Once the SMS is sent, you will see a success message indicating that the integration is complete. Now, every time there is a new registered user, they will receive an email, WhatsApp message, and SMS through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send Email, WhatsApp, and SMS notifications for new registered users. By following these steps, you can automate communication efficiently and enhance user engagement. Integrating applications like Elementor Form, Gmail, Interact, and Twilio through Pabbly Connect simplifies the process significantly.