How to Send WhatsApp Message on Systeme.io Form Submission using Pabbly Chatflow

Learn how to automate WhatsApp messages on Systeme.io form submissions using Pabbly Connect and Pabbly Connect in this detailed step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages on Systeme.io form submission, we will utilize Pabbly Connect. Start by signing into your Pabbly Connect account. If you’re a new user, you can sign up for a free account that offers 100 free tasks each month.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to begin creating your workflow. This platform will serve as the automation solution that links Systeme.io with WhatsApp.

2. Creating a Workflow in Pabbly Connect

In this step, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow as ‘Send WhatsApp Message on Systeme.io Form Submission’.
• Select a folder to save your workflow, for example, ‘Pabbly Chatflow Automations’.

After entering the name and selecting the folder, click the ‘Create’ button. Your workflow will now be created, and you will see two sections: Trigger and Action. The trigger will initiate the workflow when a form submission occurs.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, select ‘Systeme.io’ as the trigger application. This is essential because we want to capture the details when a new form submission occurs. Choose the trigger event as ‘Subscribe to a Form’.

Next, you will be provided with a webhook URL by Pabbly Connect. Copy this URL as you will need it to link Systeme.io with Pabbly Connect. Log into your Systeme.io account and navigate to the settings of your form.

• Go to the ‘Automation’ section in Systeme.io.
• Create a new workflow and select the trigger as ‘Form Subscribed’.
• Paste the copied webhook URL from Pabbly Connect into the corresponding field.

Once you have set up the trigger, you can test it by submitting the form to ensure that the data is captured by Pabbly Connect.

4. Setting Up the Action Step to Send WhatsApp Messages

After configuring the trigger, it’s time to set up the action step in Pabbly Connect. Select ‘Pabbly Chatflow’ as the action application and choose the action event as ‘Send Request’. This is where the WhatsApp message will be sent to your lead.

To connect your Pabbly Chatflow account, you will need to enter your API token. You can find this token in your Pabbly Chatflow settings. Once you have entered the API token, click on the ‘Save’ button to establish the connection.

Map the mobile number of the lead captured in the previous step. Select the message template you created in Pabbly Chatflow for sending messages. Make sure to include any dynamic variables, such as the lead’s name, in the message template.

After setting up the action step, click on ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. You can verify this by checking the inbox in your Pabbly Chatflow account.

Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages upon form submissions in Systeme.io using Pabbly Connect and Pabbly Chatflow. By following these steps, you can enhance customer engagement and streamline communication without manual effort. This integration not only saves time but also ensures that your leads receive timely responses.