How to Send WhatsApp Messages on Form Submission with Pabbly Connect

Learn how to use Pabbly Connect to send WhatsApp messages automatically on form submissions with WS Form. Step-by-step guide included! 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. Setting Up Pabbly Connect for WS Form Integration

To begin the integration process, you must first access Pabbly Connect. This platform will facilitate the connection between WS Form and WhatsApp. Start by signing up for a free account on Pabbly Connect’s landing page, where you will receive free automation tasks each month.

Once you have signed in, navigate to the dashboard of Pabbly Connect. Click the ‘Create Workflow’ button to initiate a new automation workflow. In the name field, enter a suitable name, such as ‘WS Form to WhatsApp’ and then click on the ‘Create’ button.

2. Configuring the Trigger with WS Form

In this step, you will set up the trigger that activates the workflow. Select ‘WS Form’ as your trigger application in Pabbly Connect. For the trigger event, choose ‘New Form Submission’. This action will initiate the workflow whenever a form is submitted.

• Select ‘WS Form’ from the application list.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, you will need to connect this webhook URL to your WS Form. Go to the WS Form plugin in your WordPress dashboard, select your form, and click ‘Edit’. In the form editor, find the ‘Actions’ option and select ‘Push to Custom Endpoint’. Paste the copied webhook URL into the designated field and save your changes.

3. Testing the Form Submission

After configuring the webhook, it’s time to test the form submission. Open the form you just edited in an incognito window and fill it out with test data. Once submitted, the data should appear in the response section of your Pabbly Connect workflow.

Make sure to check that the data is captured correctly. You should see fields like the first name, last name, email ID, and phone number in the response section. This confirms that your WS Form is communicating with Pabbly Connect successfully.

4. Integrating WhatsApp Using Cloud API

With the form submission successfully captured, the next step is to send a WhatsApp message using the WhatsApp Cloud API. In the actions tab of Pabbly Connect, search for ‘Cloud API’ and select it. Choose the action event ‘Send Template Message’ and connect to your WhatsApp account.

• Select ‘Cloud API’ from the action applications.
• Choose ‘Send Template Message’ as the action event.
• Provide the necessary credentials such as the permanent access token and phone number ID.

After entering these details, select the message template you created for WhatsApp. Map the recipient’s phone number and any dynamic fields in the message body to personalize the message before saving the configuration.

5. Finalizing the Automation Setup

Once the WhatsApp integration is configured, you can test the entire workflow by submitting the form again. This time, check if the WhatsApp message is received at the provided phone number. It should contain the personalized message as per the template you set up.

After confirming that the WhatsApp message is sent successfully, your automation setup is complete. With Pabbly Connect, you only need to set this up once. Moving forward, every form submission will automatically trigger a WhatsApp message to the user.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages automatically upon form submissions using WS Form. By following the outlined steps, you can streamline your communication with users effectively.