Send Free Healthcare Tips (PDF) when User Submits Form with Pabbly Connect

Learn how to send free healthcare tips via WhatsApp when a user submits a form using Pabbly Connect and Pabbly Connect. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending free healthcare tips via WhatsApp, first access Pabbly Connect. This platform allows you to automate workflows and connect different applications seamlessly. Begin by creating an account or logging into your existing Pabbly Connect account.

Once logged in, navigate to the dashboard where you can create a new workflow. Select the trigger application, which in this case is Pabbly Form Builder, to capture user submissions. Ensure you have the form ready to collect necessary user details.

2. Setting Up Pabbly Form Builder

Next, you need to set up Pabbly Form Builder to collect user information. Create a new form that includes fields for essential details such as name, email, and WhatsApp number. This form will be the entry point for users to receive healthcare tips.

• Add a field for the user’s name.
• Include an email address field.
• Add a WhatsApp number field for direct messaging.

Once your form is set up, publish it to make it accessible for users. Make sure to test the form to ensure it captures data correctly before proceeding to integrate it with Pabbly Connect.

3. Connecting Pabbly Form Builder with Pabbly Connect

Now, it’s time to connect your Pabbly Form Builder with Pabbly Connect. Go back to your Pabbly Connect dashboard and create a new workflow. Choose ‘Pabbly Form Builder’ as the trigger application.

Select the event type as ‘New Form Submission’. This will allow Pabbly Connect to trigger actions every time a user submits the form. After selecting the event, click on ‘Connect’ to link your Pabbly Form Builder account with Pabbly Connect.

4. Sending Messages via WhatsApp Using Pabbly Connect

With the integration set up, the next step is to send messages through WhatsApp. In your Pabbly Connect workflow, add an action step and select ‘WhatsApp’ as the application. Choose the action event as ‘Send Message’.

• Map the WhatsApp number field from the form submission.
• Compose your message, including a link to the healthcare tips PDF.
• Test the message to ensure it sends correctly.

After configuring the WhatsApp action, save your workflow. Now, whenever a user submits the form, they will receive the healthcare tips automatically via WhatsApp.

5. Finalizing and Testing Your Integration

The last step is to finalize your integration and test it thoroughly. Go back to your Pabbly Connect dashboard and ensure all settings are correct. Confirm that the trigger and action are properly linked.

Conduct a test submission through your Pabbly Form Builder. Check your WhatsApp to see if you receive the healthcare tips PDF as expected. If everything works smoothly, your integration is complete!

Conclusion

In this tutorial, you learned how to use Pabbly Connect and Pabbly Form Builder to send free healthcare tips via WhatsApp when a user submits a form. This integration streamlines communication and enhances user engagement effectively.