Send Coaching Class Updates to Students on WhatsApp Using Pabbly Connect

Learn how to automate sending coaching class updates to students via WhatsApp on enquiry form submission using Pabbly Connect. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To send coaching class updates to students, you first need to set up Pabbly Connect. This platform allows you to automate the process of sending WhatsApp messages when an enquiry form is submitted. Start by visiting the Pabbly website and signing up for a free account.

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the messaging process. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘JotForm Response to WhatsApp Message’. This will be the foundation for your automation.

2. Connecting JotForm to Pabbly Connect

The next step is to connect JotForm to Pabbly Connect. This is done by setting JotForm as the trigger application. Click on the trigger option and select JotForm from the list. Choose the trigger event as ‘New Response’ to capture submissions from your enquiry form.

• Navigate to your JotForm settings and find the ‘Integrations’ tab.
• Select ‘Webhooks’ and paste the webhook URL generated by Pabbly Connect.
• Complete the integration process and confirm that the connection is active.

Once the webhook is set, Pabbly Connect will wait for a new form submission to process the data. You can now test the connection by filling out the JotForm enquiry form.

3. Capturing Data from JotForm in Pabbly Connect

After setting up the webhook, the next step is to capture the data from JotForm in Pabbly Connect. Fill out the enquiry form with student details to trigger the webhook and send the data to Pabbly Connect.

Once the form is submitted, return to Pabbly Connect to see the captured data. The platform will display all the information collected from the form, including the student’s name, email, and phone number. This data will be used for sending WhatsApp messages.

4. Sending WhatsApp Messages Using Vati

To send WhatsApp messages, you will need to integrate Vati with Pabbly Connect. In the action step of your workflow, select Vati as the application. Choose the action event as ‘Send Template Messages’ to set up the messaging process.

• Connect your Vati account by entering the API endpoint and access token from your Vati dashboard.
• Map the student’s WhatsApp number from the captured data in Pabbly Connect.
• Select the appropriate message template that you have created in Vati for sending updates.

Once everything is set, you can test the action step to ensure that the message is sent successfully to the student’s WhatsApp account. This automation streamlines the process of notifying students about coaching class updates.

5. Finalizing Your Workflow in Pabbly Connect

After configuring the WhatsApp messaging through Vati, it’s time to finalize your workflow in Pabbly Connect. Review all the mapped fields and ensure that the data from JotForm is correctly linked to the WhatsApp message.

Click the ‘Save’ button to activate your workflow. You can now automate sending coaching class updates to students whenever they submit the enquiry form. This setup not only saves time but also enhances communication with students.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send coaching class updates to students via WhatsApp upon enquiry form submission. By integrating JotForm and Vati through Pabbly Connect, you can automate notifications and improve efficiency in your coaching institute.