How to Send WhatsApp Messages on Mautic Form Submissions Using Pabbly Connect

Learn how to integrate Mautic with WhatsApp using Pabbly Connect to automatically send messages on form submissions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages on Mautic form submissions, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website. You can either sign in if you already have an account or sign up for free, which includes 100 free tasks each month to practice your workflows.

Once logged in, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Mautic to WhatsApp’, to identify its purpose easily. This is the first step in setting up the integration.

2. Setting Up the Trigger in Pabbly Connect

In the Pabbly Connect dashboard, you will see two main sections: Trigger and Action. The Trigger section is where the automation starts. Select ‘Mautic’ as the application for the trigger event. Choose ‘New Form Entry’ to capture new submissions from your Mautic forms.

• Select Mautic as the trigger application.
• Choose the event ‘New Form Entry’.
• Copy the provided webhook URL.

After copying the webhook URL, head over to your Mautic account. Open the settings menu and navigate to ‘Webhooks’. Here, create a new webhook by pasting the copied URL and selecting the ‘Form Submit’ event. This connects your Mautic forms to Pabbly Connect.

3. Capturing Form Data in Pabbly Connect

With the webhook set up, the next step is to capture the data submitted through the Mautic form. Fill out the Mautic form with sample data, including fields like first name, last name, email, and mobile number. Once the form is submitted, Pabbly Connect will receive the webhook response.

The response will include all the details filled in the form. You can view this data in the Pabbly Connect dashboard to ensure that the integration is working correctly. This step is crucial as it confirms that the data from Mautic is being transferred to Pabbly Connect.

4. Setting Up the Action to Send WhatsApp Messages

Now that you have the form data captured, it’s time to set up the action that will send WhatsApp messages. In the Action section of Pabbly Connect, select ‘WhatsApp by 360 Dialog’ as the application. Choose the action event ‘Send Template Message’ to configure the message that will be sent.

• Select WhatsApp by 360 Dialog for the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account by entering the required API key and domain.

Once connected, you can create a message template that includes personalized fields like the recipient’s name and company. This allows you to send a customized WhatsApp message to users who submit the Mautic form.

5. Testing the Integration

After setting up the action to send WhatsApp messages, it’s essential to test the integration. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will trigger the action and send a test message to the WhatsApp number provided in the form.

Upon successful execution, you will receive a confirmation in Pabbly Connect that the message has been sent. Check your WhatsApp for the test message to verify that everything is functioning as intended. This testing step ensures that your Mautic form submissions successfully trigger WhatsApp messages through Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages automatically upon Mautic form submissions. By integrating these platforms, you can enhance your communication strategy and provide instant responses to your users. This automation is not only efficient but also greatly improves user engagement.