Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start automating your student inquiries, access Pabbly Connect by visiting pably.com. Here, you can sign up for a free account or log in if you are an existing user. This platform will facilitate the integration between your website forms and messaging applications.

Once you sign in, navigate to the Pabbly Connect dashboard. This is where you will manage your workflows. Click on the ‘Access Now’ button under Pabbly Connect to start creating your automation workflow.

2. Creating Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘New Student Inquiry – Send Course Details and Follow-Up Messages’. This will help you easily identify the workflow later.

  • Select the folder for your workflow.
  • Choose the ‘Form Automation’ option.
  • Click on ‘Create’ to proceed.

After clicking ‘Create’, you will see two boxes for Trigger and Action. Select ‘Webhook by Pabbly’ as the trigger application. This will enable your website form to send data to Pabbly Connect whenever there is a new inquiry.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger, click on ‘Add Trigger’ and select ‘Webhook by Pabbly’. Choose the event ‘Catch Webhook’ and click on ‘Connect’. You will be provided with a unique Webhook URL.

Copy this Webhook URL and paste it into the code of your website form. This integration ensures that whenever a new form is submitted, the data is sent to Pabbly Connect for processing.

  • Open the form code in a text editor.
  • Insert the Webhook URL in the appropriate section of the form code.
  • Save the changes and ensure the form is functional.

Once the code is updated, return to Pabbly Connect and refresh the page. Submit a test inquiry through your website form to check if the data is being received correctly.

4. Adding Action Step to Send WhatsApp Message

After confirming that the trigger works, it’s time to add an action step. Click on ‘Add Action’ and select ‘Pabbly Chatflow’. This will allow you to send WhatsApp messages automatically.

In the event options, select ‘Send Text Message’. You will need to connect your Pabbly Chatflow account by entering your API token. This token can be found in the settings of your Pabbly Chatflow account.

  • Navigate to the Pabbly Chatflow dashboard.
  • Copy the API token from the settings section.
  • Paste the token in Pabbly Connect to establish the connection.

After connecting, fill in the recipient mobile number and the message content. You can dynamically map these fields from the data received from the form submission.

5. Testing the Integration

Now that you have set up the action step, it’s time to test the entire workflow. Submit another inquiry through your website form. This will trigger the workflow and send a WhatsApp message to the specified number.

Check your WhatsApp for the message. You should receive a confirmation message thanking the student for their interest. This confirms that your integration is working perfectly with Pabbly Connect.

  • Ensure the mobile number is formatted correctly.
  • Verify that the message content is personalized.
  • Test multiple submissions to confirm reliability.

With this setup, you can now automate sending course details and follow-up messages to new student inquiries seamlessly using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate sending course details and follow-up messages using Pabbly Connect. By integrating your website forms with WhatsApp, you can enhance communication with prospective students efficiently.