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Send Jotform Leads to WhatsApp Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Jotform and WhatsApp Integration

To start automating your lead messages, access Pabbly Connect by navigating to pav.com/connect in your browser. This platform is essential for integrating Jotform with WhatsApp.

If you’re new, sign up for a free account to get 100 tasks monthly. Existing users can log in directly. Once logged in, you will see the Pabbly apps window where you can select Pabbly Connect to begin your automation journey.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is straightforward. Click on the “Access Now” button to enter the dashboard. From here, you can choose to create a workflow using the quick builder option.

Select the trigger application as Jotform.
Choose the event that initiates the workflow.
Set up the action to send a WhatsApp message via Pabbly Chatflow.

Understanding triggers and actions is crucial for automation. A trigger indicates when an event occurs, while an action is the response to that event. This setup will allow you to send personalized WhatsApp messages automatically.

3. Integrating Jotform with Pabbly Connect

To connect Jotform with Pabbly Connect, you will need a webhook URL. After setting up your trigger in Pabbly Connect, copy the provided webhook URL. Then, log into your Jotform account and select the form you wish to integrate.

In Jotform, navigate to the settings, select “Integrations,” and search for webhooks. Paste the copied webhook URL into the integration settings and click on “Complete Integration”. Finish by clicking the “Publish” button to make the form live.

4. Testing the Integration with a Form Submission

Now that your Jotform is connected to Pabbly Connect, it’s time to test the integration. Fill out the form with dummy data and submit it. This action will trigger the webhook you set up earlier.

After submission, check Pabbly Connect for a successful response. You should see the details from the form submission, confirming that the integration is working correctly. This step is crucial to ensure that the WhatsApp message will be sent as expected.

5. Sending Automated WhatsApp Messages via Pabbly Chatflow

With the trigger set up, you can now configure the action to send a WhatsApp message. In Pabbly Connect, select Pabbly Chatflow as the action application. You will need to provide the API token from your Chatflow account to establish the connection.

Map the lead’s WhatsApp number and the personalized message using the data received from the Jotform submission. Ensure that the message includes dynamic elements, such as the lead’s name, to personalize the communication.

After saving the configuration, send a test request to verify that the WhatsApp message is successfully delivered to the lead. You should receive a confirmation that the message has been sent, completing the automation process.

Conclusion

This tutorial demonstrated how to automate sending leads from Jotform to WhatsApp using Pabbly Connect. By following these steps, you can streamline your communications and enhance your digital marketing efforts effectively.