Watch Step By Step Video Tutorial Below





1. Access Pabbly Connect to Start Integration

To integrate WhatsApp with Pabbly Connect, you first need to access the platform. Open your browser and navigate to Pabbly Connect by searching for pabbl.com/connect. If you are a new user, click on the “Sign Up for Free” option in the top right corner. This gives you 100 free tasks every month to explore the capabilities of Pabbly Connect.

Once you sign up, you will be directed to the workflow builder of Pabbly Connect. Here, you can create automation workflows by setting up triggers and actions. This is the most crucial step as it lays the foundation for your WhatsApp integration.

2. Creating a Workflow in Pabbly Connect

Now that you are in the workflow builder, you need to create a trigger for your WhatsApp messages. Click on the “Add Trigger” button to begin. For the trigger application, select “JotForm” and choose the event as “New Response”. After clicking “Connect”, you will receive a webhook URL that you need to copy.

  • Open your JotForm and navigate to the settings.
  • Go to Integrations and search for webhooks.
  • Paste the copied webhook URL and complete the integration.

This integration connects your JotForm responses to Pabbly Connect. Once completed, click on “Finish”. Your workflow is now waiting for a webhook response to proceed further.

3. Testing the Integration with JotForm

To test if your integration is working, you need to submit a test response through your JotForm. Open the published form in a new tab and fill in the necessary details like name, email, and mobile number. After filling out the form, click on “Submit”.

Once the form is submitted, return to your Pabbly Connect workflow. You should see that the response has been captured, displaying the details you entered. This confirms that the connection between JotForm and Pabbly Connect is successful.

4. Sending Automated WhatsApp Messages

Now that the JotForm responses are successfully captured, the next step is to send an automated WhatsApp message. Click on the “Add New Action Step” and search for “Pabbly Chatflow”. Select the event as “Send Text Message” and click on “Connect”.

  • If you haven’t connected Pabbly Chatflow to Pabbly Connect, click on “Add a New Connection”.
  • You will need an API token from your Pabbly Chatflow account.
  • Copy the token and paste it into your workflow.

After connecting, you will need to enter the recipient’s mobile number. Instead of entering it manually, use the mapping feature in Pabbly Connect to dynamically insert the number from the JotForm response.

5. Finalizing Your WhatsApp Automation

With the WhatsApp message setup, you can now customize the message to be sent. You can include personalized elements such as the user’s name by mapping the respective fields from the JotForm response.

Once you have set up the message, click on “Save and Send Test Request”. If everything is set up correctly, you will receive a confirmation that the message has been sent successfully. You can check your WhatsApp to see the automated message.

Now, every time someone submits the JotForm, an automated WhatsApp message will be sent without any manual intervention, thanks to Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate WhatsApp with Pabbly Connect using JotForm. By following these steps, you can automate your messaging and enhance your workflow efficiency. Start using Pabbly Connect today to streamline your processes!