Send Registration Confirmation on WhatsApp with Pabbly Connect

Learn how to send registration confirmations to patients via WhatsApp using Pabbly Connect, integrating Google Sheets and Jotform seamlessly. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To begin sending registration confirmations to patients via WhatsApp, access Pabbly Connect. First, visit Pabbly’s website and sign in to your account. Once logged in, navigate to the Pabbly Connect dashboard.

On the dashboard, locate the blue button labeled ‘Create Workflow’. Click it, and you’ll be prompted to name your workflow. Enter the name ‘Registration Confirmation to WhatsApp’ and hit create. This sets the stage for integrating various applications using Pabbly Connect.

2. Connecting Jotform as the Trigger Application

In this step, we will set Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications and choose the trigger event as ‘New Response’. This means that every time a new registration request is received via Jotform, it will trigger the workflow.

• Select ‘New Response’ as the trigger event.
• Copy the provided webhook URL.
• Integrate this URL into your Jotform settings under ‘Integrations’.

After completing the integration, return to Pabbly Connect to verify that it is waiting for a webhook response. This confirms that the connection is established correctly.

3. Adding Google Sheets to Store Registration Data

Next, we will integrate Google Sheets into our workflow using Pabbly Connect. This integration will allow us to store all patient registration details in a single spreadsheet for easy access. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event.

To connect Google Sheets, authorize your account and select the spreadsheet where you want the data to be saved. Map the fields from Jotform responses to the appropriate columns in your Google Sheets, ensuring that all necessary information is captured for each patient.

4. Formatting the WhatsApp Number for Messaging

In this step, we will format the WhatsApp number to ensure it is ready for sending messages. Use the ‘Text Formatter’ action in Pabbly Connect to split the contact number. This step is crucial to remove any unwanted characters, such as the plus sign (+), from the phone number.

• Select ‘Split Text’ as the action event.
• Use the plus sign as a separator.
• Save the formatted number for the next step.

This formatted number will be used in the final step to send the confirmation message via WhatsApp.

5. Sending the Confirmation Message via WhatsApp Cloud API

Finally, we will set up the WhatsApp Cloud API to send the registration confirmation message to the patient. In Pabbly Connect, select WhatsApp Cloud as your action application and choose ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud account by entering the required credentials, including the access token and phone number ID. Map the necessary fields, including the recipient’s mobile number and the message template. Ensure that the message contains personalized information such as the patient’s name and registration number.

Conclusion

By using Pabbly Connect, you can seamlessly send registration confirmations to patients via WhatsApp. This integration not only streamlines the process but also enhances communication efficiency. With the steps provided, you can easily set up this automation and improve your hospital’s patient engagement.