Learn how to automate sending WhatsApp messages on Typeform submissions with Pabbly Connect. Follow our step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending WhatsApp messages on Typeform submissions, first, access Pabbly Connect. This platform allows you to automate workflows without any coding skills. Simply navigate to the Pabbly Connect website and sign in to your account.

If you are new to Pabbly, click on ‘Sign up for free’ to create an account. This grants you access to 100 free tasks monthly, which is perfect for testing your automation setup. Once signed in, you will be directed to the dashboard where you can manage all your workflows.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow to connect Typeform to WhatsApp using Pabbly Connect. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Typeform to WhatsApp’. This helps in identifying your workflow easily.

  • Select Typeform as the trigger application.
  • Choose the trigger event as ‘New Form Submission’.
  • Click on ‘Connect with Typeform’ to establish the connection.

Once connected, you will be prompted to choose the specific Typeform you want to link. Select your desired form and proceed to test the connection. This ensures that the data from the form is correctly captured by Pabbly Connect.

3. Configuring WhatsApp Message Sending

After setting up Typeform as the trigger, the next step involves configuring the action to send a WhatsApp message. In your workflow, select WhatsApp as the action application using Pabbly Connect.

You will need to set up the WhatsApp Cloud API for this step. Input the necessary details such as the API token and phone number ID. This allows Pabbly Connect to send messages through your WhatsApp account seamlessly.

  • Enter the phone number of the recipient.
  • Draft the message you want to send.
  • Map the fields from Typeform responses to the message template.

Make sure to test the message sending action to confirm everything is working correctly. This will help ensure that your WhatsApp messages are sent as intended whenever a new Typeform submission occurs.

4. Testing the Integration

Once you have set up both the trigger and action in Pabbly Connect, it’s time to test the integration. Perform a test submission in Typeform to check if the WhatsApp message is sent successfully. This step is crucial to verify that your workflow functions as expected.

After submitting a test entry, check your WhatsApp account for the message. If the message appears, this indicates that Pabbly Connect has successfully automated the process. If not, review the setup and ensure all fields are correctly mapped.

5. Finalizing Your WhatsApp Automation

With successful testing, you can now finalize your automation setup in Pabbly Connect. Make sure to save your workflow and enable it so that it runs automatically in the background. This means that every new submission on your Typeform will trigger a WhatsApp message without any manual effort.

Regularly monitor your workflow to ensure it continues to function smoothly. If you need to make adjustments, you can easily edit the workflow in Pabbly Connect to accommodate any changes in your Typeform or WhatsApp messaging needs.

Conclusion

Using Pabbly Connect, you can efficiently automate sending WhatsApp messages upon Typeform submissions. This integration streamlines communication with potential leads, enhancing your workflow and saving time.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.