How to Send WhatsApp Messages on Jotform Submission Using Pabbly Connect

Learn how to integrate Jotform with WhatsApp using Pabbly Connect, enabling automated message sending on form submissions for better customer engagement. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for a free account, which offers 100 free tasks every month. For existing users, simply log in to your account.

Once logged in, navigate to the dashboard where you can see all available Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘+ Create Workflow’ button at the top right corner. A dialog box will appear asking for the workflow name and folder selection. Name your workflow as ‘Send WhatsApp Message on Jotform Submission’ and select an appropriate folder for organization.

• Workflow Name: Send WhatsApp Message on Jotform Submission
• Folder: Select a suitable folder (e.g., WhatsApp Automations)

After entering the details, click on the ‘Create’ button to finalize your workflow. You will now see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens in response.

3. Setting Up the Trigger with Jotform

For the Trigger application, select ‘Jotform’ from the dropdown menu. Then, choose the event as ‘New Response’. This means whenever there is a new submission on your Jotform, it will trigger the workflow.

• Trigger Application: Jotform
• Trigger Event: New Response

To connect Jotform with Pabbly Connect, copy the provided webhook URL. Go to your Jotform settings, navigate to the integrations section, and find the webhook integration. Paste the copied URL and complete the integration. After successfully integrating, you can test the connection by submitting a test form.

4. Sending WhatsApp Messages via Pabbly Chatflow

Now that your Jotform is connected to Pabbly Connect, it’s time to set up the Action step. Select ‘Pabbly Chatflow’ as the Action application and choose ‘Send Request’ as the action event. This will allow you to send WhatsApp messages based on the Jotform submission.

Action Application: Pabbly Chatflow Action Event: Send Request

Click on the connect button and enter your API token from the Pabbly Chatflow account. After entering the token, proceed to fill out the message body that you want to send. Make sure to use the variable for the lead’s name to personalize the message.

5. Testing the Integration

After setting everything up, it’s crucial to test your integration. Go back to your Jotform and perform a test submission. Check the Pabbly Connect workflow to see if it captures the response correctly. If the response is captured, the integration is successful. using Pabbly Connect

To verify that the WhatsApp message is sent, check your Pabbly Chatflow inbox. You should see the message sent to the lead’s WhatsApp number, confirming that the automation works flawlessly.

Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages automatically on Jotform submissions using Pabbly Connect. By leveraging the power of Pabbly Chatflow, businesses can enhance customer engagement and streamline communication effectively.