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Send Welcome Offer Messages to New Typeform Leads Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Typeform with WhatsApp, you first need to access Pabbly Connect. Simply navigate to the Pabbly website by typing pabbly.com in your browser. Once there, sign in to your account or create a new one if you’re a first-time user.

After logging in, you’ll find yourself on the Pabbly dashboard. Click on the “Pabbly Connect” option to open the app. From here, you can create a new workflow that will automate sending WhatsApp messages whenever a new form submission occurs in Typeform.

2. Creating Your Workflow in Pabbly Connect

In this section, you will create a workflow that sends welcome messages automatically. Click on the “Create Workflow” button in Pabbly Connect and name your workflow something like “Send Welcome Offer Messages to New Typeform Leads Automatically”.

Next, choose the folder for your workflow, such as “Forms Automation”, and click “Create”. This will set up a new workflow where you can define the trigger and action steps necessary for the integration.

Select Typeform as the trigger application.
Choose the trigger event as “New Entry”.
Connect your Typeform account to Pabbly Connect.

After selecting your trigger, you will need to specify the Typeform you want to connect. This will allow Pabbly Connect to listen for new submissions and trigger the subsequent actions.

3. Configuring the Typeform Connection

Once you have set up the trigger in Pabbly Connect, you will need to configure the Typeform connection. Enter the form that you want to use, such as a registration form, and click “Save and Send Test Request”.

This action will allow Pabbly Connect to wait for the webhook response from Typeform. To test this, submit a new entry in your Typeform form. After submission, you should see the captured response in your Pabbly Connect workflow, confirming that the connection is successful.

Ensure all required fields are filled out in your Typeform.
Check for any errors in the submission process.

This step is crucial as it verifies that Pabbly Connect is correctly receiving data from Typeform.

4. Sending WhatsApp Messages via Pabbly Chatflow

Now that you have captured the Typeform submission, the next step is to send a WhatsApp message using Pabbly Chatflow. Add a new action step in your workflow and select Pabbly Chatflow as the action application.

In the action event, choose “Send Text Message” and connect your Pabbly Chatflow account. You’ll need to enter your API key to establish this connection. This allows Pabbly Connect to send messages through WhatsApp whenever a new lead is captured.

Map the recipient’s phone number from Typeform submission.
Customize your message to include the user’s name and a welcome offer.

After mapping all necessary fields, click “Save and Send Test Request” to see if the WhatsApp message is sent successfully. Check your WhatsApp to verify receipt of the message.

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages from Typeform submissions. By following these steps, you can easily set up a seamless integration that enhances your lead engagement.

Using Pabbly Connect, businesses can streamline their communication processes and ensure timely responses to new leads. This integration not only saves time but also improves customer experience significantly.