How to Send WhatsApp Messages on Gravity Forms Submission using Pabbly Connect

Learn how to send WhatsApp messages automatically upon Gravity Forms submission using Pabbly Connect and Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages upon Gravity Forms submission, you first need to access Pabbly Connect. Visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for a free account and get 100 tasks free monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that integrate various applications seamlessly. Follow these steps to get started:

• Visit the Pabbly Connect dashboard.
• Click on ‘Create New Workflow’.
• Select ‘Trigger’ and ‘Action’ applications for your workflow.

After setting up, you will be ready to integrate Gravity Forms with Pabbly Chatflow for automated WhatsApp messaging.

2. Setting Up the Trigger for Gravity Forms Submission

The next step involves setting up the trigger in Pabbly Connect. This trigger will activate whenever a new form submission occurs in Gravity Forms. Choose Gravity Forms as your trigger application.

In the trigger settings, select the event as ‘New Form Submission’. This will allow Pabbly Connect to listen for new submissions. Follow these steps for configuration:

• Select ‘New Form Submission’ as the event.
• Connect your Gravity Forms account by providing the necessary API credentials.
• Test the trigger to ensure it captures submissions correctly.

Once the trigger is set, you will be able to capture all submissions and use them in the next step of the automation.

3. Configuring Pabbly Chatflow for WhatsApp Messages

After setting up the trigger, the next step is to configure Pabbly Chatflow for sending WhatsApp messages. Chatflow allows you to create message templates that will be sent automatically upon receiving a new form submission.

To configure Chatflow, follow these steps:

Open your Pabbly Chatflow account. Create a new template for WhatsApp messages. Customize the message with variables like the lead’s name.

Once your template is ready, you can use it in the next step to send messages automatically through WhatsApp when a form is submitted.

4. Mapping Data Between Gravity Forms and Pabbly Connect

Next, you need to map the data from Gravity Forms to Pabbly Connect. This ensures that the information captured from the form is sent correctly in the WhatsApp message.

In the Pabbly Connect workflow, select the fields from your Gravity Forms submission that you want to include in the WhatsApp message. Follow these steps:

Select the mobile number field from the Gravity Forms response. Map the lead’s name and other relevant fields to your Chatflow template. Test the mapping to ensure data is sent correctly.

Once mapping is complete, your integration will be able to send personalized WhatsApp messages based on user submissions.

5. Testing the Integration

Finally, it’s time to test the entire integration to ensure that everything works seamlessly. Use Pabbly Connect to send a test submission through Gravity Forms and verify that a WhatsApp message is received.

To do this, follow these steps:

Submit a test entry in your Gravity Form. Check your WhatsApp for the message sent from Pabbly Chatflow. Review the logs in Pabbly Connect for any errors or issues.

After testing, if everything is functioning as expected, your automation is complete! You can now send WhatsApp messages automatically upon Gravity Forms submissions.

Conclusion

In this tutorial, you learned how to send WhatsApp messages automatically using Pabbly Connect when a Gravity Forms submission occurs. By following the steps outlined, you can enhance your communication with leads efficiently.