How to Send & Get Automated WhatsApp Messages on Gravity Forms Submission using Pabbly Chatflow

Learn how to automate WhatsApp messages on Gravity Forms submissions using Pabbly Connect and Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To begin automating WhatsApp messages on Gravity Forms submission, you need to access Pabbly Connect. This platform enables seamless integration between various applications, including Gravity Forms and WhatsApp.

Start by visiting the Pabbly Connect homepage. If you are a new user, sign up for a free account to explore its features. Existing users can simply log in to their accounts. Once logged in, you will be directed to the main dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Gravity Forms with WhatsApp using Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Send and Get Automated WhatsApp Message on Gravity Forms Submission’.
• Select a folder to save your workflow, or create a new folder if necessary.

After naming your workflow and selecting a folder, you will see the trigger and action setup. The trigger will be set to ‘Gravity Forms’ to capture new submissions.

3. Configuring Gravity Forms to Trigger Pabbly Connect

Next, you need to configure the Gravity Forms to send data to Pabbly Connect. Select the ‘New Response’ trigger event. This means that whenever a new form submission occurs, Pabbly Connect will capture the response.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect Gravity Forms with Pabbly Connect. Now, head over to your WordPress dashboard where Gravity Forms is installed.

• Navigate to the Forms section and select the form you want to integrate.
• Go to Settings and then Webhooks to add a new webhook.
• Paste the copied webhook URL and configure the request method as POST with the format as JSON.

After saving the settings, you will have successfully connected Gravity Forms with Pabbly Connect.

4. Sending Automated WhatsApp Messages Using Pabbly Chatflow

Now that you have set up the webhook, it’s time to send automated WhatsApp messages using Pabbly Chatflow. In your Pabbly Connect workflow, select ‘Pabbly Chatflow’ as the action application.

Choose the action event as ‘Send Template Message’. You will need to connect your Pabbly Chatflow account by entering the API token from your Chatflow settings. Once connected, you can map the recipient’s phone number from the Gravity Forms submission directly into the workflow.

Ensure the phone number is entered without the plus sign and includes the country code. Select the template name you created in Pabbly Chatflow for the message.

After configuring these settings, save and test the workflow to ensure that the WhatsApp message is sent successfully upon a new Gravity Forms submission.

5. Receiving Lead Alerts on WhatsApp

To complete the automation, set up another action in your Pabbly Connect workflow to send lead alert messages to your WhatsApp. Again, choose ‘Pabbly Chatflow’ and select the action event as ‘Send Template Message’. using Pabbly Connect

For this step, enter your own WhatsApp number as the recipient to receive alerts for new leads. Select the lead alert template you created in Pabbly Chatflow, which includes variables for the lead’s name, email, and phone number.

Map the lead’s details as variables in the message template. Save the settings and test the workflow.

Once configured, you will receive an automated lead alert on WhatsApp each time a new form submission occurs, ensuring timely follow-ups.

Conclusion

In this tutorial, we explored how to use Pabbly Connect and Pabbly Chatflow to send and receive automated WhatsApp messages upon Gravity Forms submissions. This integration enhances communication and streamlines lead management for your business.