How to Send WhatsApp Messages on Systeme.io Form Submission Using Pabbly Connect

Learn how to automate sending WhatsApp messages upon form submissions on Systeme.io using Pabbly Connect and Pabbly Connect with this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

In this tutorial, we will explore how to use Pabbly Connect to send WhatsApp messages automatically when a form is submitted on Systeme.io. This automation helps streamline communication with clients, ensuring they receive immediate confirmation upon registration.

To start, access your Pabbly Connect account by visiting the official website. If you’re new, you can easily sign up for free and receive 100 tasks per month to test the platform’s capabilities. Existing users can log in directly to begin creating workflows.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ option. You will be prompted to name your workflow; for this tutorial, we will name it ‘Send WhatsApp Message on Systeme.io Form Submission.’Next, select the appropriate folder related to WhatsApp automation. This organization helps in managing multiple workflows efficiently.

• Click on the ‘Create’ button to initiate the workflow.
• Understand that you will set a trigger (form submission) and an action (send WhatsApp message).

After creating the workflow, you will see options for setting a trigger and an action. The trigger will be set to capture form submissions from Systeme.io, while the action will involve sending a WhatsApp message through Pabbly Chatflow.

3. Setting Up the Trigger for Systeme.io Form Submission

To set the trigger, select Systeme.io as your trigger application in Pabbly Connect. Choose the event ‘Contact Subscribed to a Form’ as the trigger event. This means that every time a form is submitted, it will trigger the next action.

Next, you will need to set up a webhook URL provided by Pabbly Connect. Copy this URL and head over to your Systeme.io account.

• In Systeme.io, navigate to the ‘Websites’ section and select your sales funnel.
• Open the form you want to connect and go to the ‘Automation Rules’ section.
• Paste the webhook URL in the designated field and save the rule.

Once the webhook is set up, Pabbly Connect will be waiting for a response from the Systeme.io form submission, confirming that the integration is successful.

4. Testing the Integration with Pabbly Connect

To test the integration, submit the form you connected to Pabbly Connect. Fill in the required fields with dummy data and submit the form. After submission, return to your Pabbly Connect dashboard to see if the response has been captured successfully.

If the response is captured, it indicates that the connection between Systeme.io and Pabbly Connect is working correctly. You will see all the details of the submission, including the participant’s name and contact information.

Ensure that the data received includes the participant’s name, WhatsApp number, and email address. This data will be used to personalize the WhatsApp message sent through Pabbly Chatflow.

With the successful capture of the response, you are ready to proceed to the next step of sending the WhatsApp message using Pabbly Chatflow.

5. Sending WhatsApp Messages Using Pabbly Chatflow

Now that your trigger is set and tested, it’s time to configure the action step to send a WhatsApp message. Select Pabbly Chatflow as your action application in Pabbly Connect. Choose the action event ‘Send Template Message.’You will need to connect your Pabbly Chatflow account by providing the required API details, including the WhatsApp number and access token from the WhatsApp Cloud API.

Once connected, map the participant’s WhatsApp number to the message field. This dynamic mapping ensures that every time a new form is submitted, the correct number is used to send the message.

Select the message template you created for event confirmations. Fill in any necessary parameters, such as the participant’s name and event details.

After configuring the message, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. Check your Pabbly Chatflow inbox to confirm the message was sent and received correctly.

Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages upon form submissions on Systeme.io using Pabbly Connect and Pabbly Chatflow. This integration enhances communication efficiency, ensuring clients receive immediate confirmation of their registrations. By leveraging Pabbly Connect, you can automate various tasks, improving your business operations effectively.