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

Learn how to automate WhatsApp messages on Zoho Forms submissions using Pabbly Connect. Step-by-step guide for seamless integration with AI Sensi. 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 on Zoho Forms submission, we will utilize Pabbly Connect. This powerful integration platform allows you to connect multiple applications seamlessly.

First, visit the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. Once you have an account, log in to access the dashboard and start creating your workflow.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow to reflect its purpose, such as ‘Send WhatsApp Message on Zoho Form Submission’.

• Click on ‘Create’ to proceed.
• You will see two boxes: Trigger and Action.
• Set up your trigger by selecting Zoho Forms as the application.

In this step, you will define the trigger event. Choose ‘New Form Submitted’ as the trigger event to initiate your workflow when a new entry is submitted in Zoho Forms.

3. Connecting Zoho Forms to Pabbly Connect

To connect Zoho Forms with Pabbly Connect, you will need a webhook URL. Copy the webhook URL provided in your Pabbly Connect workflow.

Next, go to your Zoho Forms account and find the form you want to connect. Click on ‘Edit’, then navigate to the ‘Integrations’ tab. Here, select the option for webhooks and paste the copied webhook URL into the designated field.

• Set the content type to ‘application/json’.
• Fill in the payload parameters as required.
• Click ‘Save’ to finalize the integration.

Once saved, Pabbly Connect will be ready to receive data from Zoho Forms every time a new submission is made.

4. Setting Up the Action Step in Pabbly Connect

With your trigger set, the next step is to define the action in Pabbly Connect. Search for AI Sensi as the action application and select it.

Choose the action event ‘Send Template Message’ to configure how the WhatsApp message will be sent. You’ll need to connect your AI Sensi account to Pabbly Connect using your API key, which can be found in your AI Sensi account settings.

Click ‘Add New Connection’ and paste your API key. Click ‘Save’ to establish the connection. Select the template message you want to use for your leads.

After setting up the action step, you will be able to send personalized WhatsApp messages to leads who submit inquiries via Zoho Forms.

5. Mapping Data from Zoho Forms to WhatsApp

The final step involves mapping the data received from Zoho Forms to the WhatsApp message. In Pabbly Connect, use the response data from the trigger step to fill in the necessary fields.

Map the lead’s name and phone number from the form submission to the corresponding fields in the WhatsApp message template. This ensures that each message is personalized based on the inquiry details submitted.

Map the phone number field to send the message to the correct lead. Map the lead’s name to personalize the message. Click ‘Save and Send Test Request’ to verify that everything is working correctly.

Once you confirm the test is successful, your workflow is ready to go live. From now on, every new submission on your Zoho Forms will trigger an automated WhatsApp message sent via AI Sensi, streamlining your client communications.

Conclusion

By using Pabbly Connect, you can efficiently send WhatsApp messages upon Zoho Forms submissions. This integration not only enhances communication but also improves client engagement through timely responses.

With the steps outlined, you can easily set up this automation for your real estate inquiries or any other relevant business needs. Automate your workflows today with Pabbly Connect!