How to Send WhatsApp Booking Details for Jotform Leads Automatically Using Pabbly Connect

Learn how to automate sending WhatsApp booking details for Jotform leads with Pabbly Connect. Step-by-step guide for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WhatsApp Integration

Pabbly Connect is an automation platform that facilitates the integration of various applications, including Jotform and WhatsApp. In this tutorial, we will explore how to send WhatsApp booking details for Jotform leads automatically using Pabbly Connect. This integration will save time by automating the process of sending booking details.

To begin, you need to create an account on Pabbly Connect. Once logged in, you can access the dashboard where you will set up your automation. The first step is to create a new workflow that will connect Jotform with WhatsApp.

2. Setting Up Your Pabbly Connect Workflow

To set up your workflow in Pabbly Connect, start by clicking on the plus icon to create a new folder. This helps keep your dashboard organized. Name your folder appropriately, and then click on ‘Create Workflow’ to start.

• Click on the plus icon to create a new folder.
• Name your workflow as ‘Send WhatsApp Booking Details for Jotform Leads Automatically’.
• Select the new beta version of the workflow builder.

After naming your workflow, you will be directed to the workflow setup page. Here, you will select Jotform as your trigger application, specifically choosing the event ‘New Response Received’ to capture booking details automatically.

3. Connecting Jotform to Pabbly Connect

In this step, you will connect your Jotform account to Pabbly Connect. Log into your Jotform account and create a form that collects booking details. Once your form is ready, navigate to the settings and select the integrations option.

Within the integrations, search for webhooks and paste the webhook URL provided by Pabbly Connect. After completing the integration, your Jotform will be set up to send data to Pabbly Connect whenever a new response is received.

• Copy the webhook URL from Pabbly Connect.
• Paste it into the Jotform integrations settings.
• Complete the integration to finalize the setup.

Once the webhook is active, fill out a test form to capture the response in Pabbly Connect. This will allow you to see the data that will be sent to WhatsApp.

4. Integrating WhatsApp with Pabbly Connect

Now that Jotform is connected, the next step is to integrate WhatsApp using Pabbly Connect. In your workflow, click on the plus icon to add a new action setup and select WhatsApp Cloud API as your action application.

Choose the action event ‘Send Template Message’ and connect your WhatsApp account by entering the required credentials, including the token and phone number ID. These details can be obtained from the Meta for Developers page.

Select ‘Send Template Message’ as the action event. Enter the token, phone number ID, and WhatsApp business account ID. Save the connection once all details are filled.

After saving the connection, you will need to create a template message that will be sent via WhatsApp. This template will include dynamic fields that map to the data received from Jotform.

5. Sending WhatsApp Messages Automatically

With everything set up, you can now send WhatsApp messages automatically using Pabbly Connect. Map the fields from the Jotform response to the WhatsApp message template. This includes the receiver’s phone number and any other relevant details.

Finally, click on ‘Save and Send Test Request’ to test the integration. You should receive a WhatsApp message containing the booking details filled in the Jotform. This confirms that your automation is working effectively.

To summarize the steps taken:

Map the receiver’s phone number and other fields to the template. Click on ‘Save and Send Test Request’. Check your WhatsApp for the received message.

This is how you can automate the process of sending WhatsApp booking details for Jotform leads using Pabbly Connect. If you want to create similar automations, follow the steps outlined in this tutorial.

Conclusion

In this tutorial, we successfully demonstrated how to use Pabbly Connect to send WhatsApp booking details for Jotform leads automatically. By following the detailed steps, you can streamline your booking process and enhance your communication with clients.

Utilizing Pabbly Connect not only saves time but also ensures that your leads receive timely updates through WhatsApp. Start automating your workflows today!