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

Learn how to integrate Typeform with WhatsApp using Pabbly Connect to send automated notifications upon form submissions. Follow our detailed tutorial! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. First, visit the Pabbly website and navigate to the Pabbly Connect section. If you are a new user, create your account by clicking on the ‘Sign Up for Free’ button. Existing users can simply click on ‘Sign In’ to access their dashboard.

Once logged in, you will see the dashboard where you can create a new workflow. Click on the plus sign to create a new workflow and give it a suitable name, such as ‘Typeform to WhatsApp Integration’. This is where all the automation magic will happen using Pabbly Connect.

2. Creating Trigger Event in Pabbly Connect

In this step, we will set up a trigger event in Pabbly Connect that activates when a new entry is submitted on Typeform. Select Typeform as your trigger application and choose the event ‘New Entry’.

• Choose Typeform as the trigger application.
• Select ‘New Entry’ as the trigger event.
• Connect your Typeform account by clicking on ‘Connect with Typeform’.

After connecting, select the specific form you want to use for this integration. For instance, if you have a feedback form, choose it from the list. This setup allows Pabbly Connect to capture the details whenever a customer submits the Typeform.

3. Setting Up WhatsApp Notification Action

Now that we have established the trigger, the next step is to set up the action that sends a WhatsApp notification. In Pabbly Connect, choose the WhatsApp Cloud API as your action application and select ‘Send Template Message’ as the action event.

To connect to the WhatsApp Cloud API, you will need to enter your token, phone number ID, and WhatsApp Business Account ID. These details can be obtained from your Facebook developer account where you set up the WhatsApp API. After entering these details, click on ‘Save’.

• Select WhatsApp Cloud API as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account with the required credentials.

Once connected, select the message template you want to use for the thank you message. This template must be pre-approved in your WhatsApp settings. With these configurations, Pabbly Connect will now send a WhatsApp message to the customer whenever they submit the Typeform.

4. Testing the Integration

After setting up the integration, it’s crucial to test it to ensure everything works as expected. Go back to your Typeform and fill out the feedback form with test data. Once you submit the form, Pabbly Connect should capture the response and trigger the WhatsApp notification.

Check your WhatsApp to see if you received the message. It should read something like: ‘Hey [Customer Name], thank you for filling up the feedback form. We appreciate your suggestions and will surely try to serve you the best!’. This confirmation shows that Pabbly Connect has successfully integrated Typeform with WhatsApp.

5. Conclusion

In conclusion, integrating Typeform with WhatsApp using Pabbly Connect allows businesses to automate customer communication effectively. By following the steps outlined above, you can ensure that every customer who submits a Typeform receives a timely WhatsApp notification, enhancing their experience.

With Pabbly Connect, you can easily set up such automations without any coding knowledge, making it accessible for everyone. Start using Pabbly Connect today to streamline your customer interactions!