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Integrate Formstack with WhatsApp Using Pabbly Connect: A Step-by-Step Guide

Learn how to automatically send WhatsApp messages on Formstack form submission using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating Formstack with WhatsApp, access Pabbly Connect by visiting Pabbly.com/connect. This powerful automation tool allows you to connect various applications seamlessly.

Once on the Pabbly Connect website, click on the blue button to create your free account. You’ll receive 100 free tasks to test out your workflows. After signing up, log into your dashboard to begin the integration process.

2. Create a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Formstack to WhatsApp Automation’. This helps keep your integrations organized. using Pabbly Connect

Select the trigger application, which in this case is Formstack.
Choose the trigger event as ‘Form Submission’.
Connect your Formstack account to Pabbly Connect.

After connecting, select the specific form you want to use for this integration. Click on ‘Save and Send Test Request’ to capture the form submission data.

3. Test Your Form Submission

With the workflow set up, it’s time to test the Formstack integration. Open your Formstack job application form and fill it out with test data. Ensure that you include the WhatsApp number with the correct country code. using Pabbly Connect

Once you submit the form, return to Pabbly Connect to see if the data has been captured successfully. You should see the details filled in from the form submission in your Pabbly Connect dashboard.

4. Connect to WhatsApp Cloud API

Next, set up the action step to send a WhatsApp message using the WhatsApp Cloud API. Choose ‘Send Template Message’ as the action event in Pabbly Connect. using Pabbly Connect

Provide your WhatsApp Cloud API details, including Token, Phone Number ID, and Business Account ID.
Select the message template you created on WhatsApp Cloud API.
Map the recipient’s mobile number from the Formstack submission data.

Click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully to the form submitter.

5. Conclusion: Automate Your Communication

By following these steps, you can automate the process of sending WhatsApp messages to individuals who submit forms through Formstack. This integration using Pabbly Connect not only saves time but also enhances communication efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Check out Pabbly Connect – Automate your business workflows effortlessly! Sign Up Free – Start your journey with ease! 10,000+ Video Tutorials – Learn step by step! Join Pabbly Facebook Group – Connect with 21,000+ like minded people!

With the power of Pabbly Connect, you can build similar automations between various applications, ensuring that your workflows are smooth and effective.

In this tutorial, we demonstrated how to integrate Formstack with WhatsApp using Pabbly Connect for seamless communication upon form submission. This automation can significantly improve your response time and engagement with users.