The Smartest Way to Deliver Offer PDFs After Landingi Form Submission

Learn how to automate the delivery of offer PDFs after Landingi form submissions using Pabbly Connect. Follow our detailed tutorial for step-by-step guidance. 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 Automation

To automate the delivery of offer PDFs after Landingi form submissions, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect dashboard by visiting Pabbly.com/connect.

If you are a new user, click on the ‘Sign Up Free’ button to create your account. This will give you access to 100 free tasks every month. If you are already a user, simply click on ‘Sign In’ to access your account.

2. Creating a Workflow on Pabbly Connect

Once you are logged in to Pabbly Connect, click on the ‘Create Workflow’ button. You will then be prompted to select a workflow builder. Choose the new beta version for a more modern experience.

Next, give your workflow a meaningful name, such as ‘The Smartest Way to Deliver Offer PDFs After Landingi Form Submission’. Select the appropriate folder to keep your workflow organized and click ‘Create’.

• Click ‘Create Workflow’
• Choose the new beta version
• Name your workflow
• Select a folder

Now, you will see the trigger button. This is where you will select Landingi as your trigger application. Click on the plus button and search for Landingi, then select it.

3. Setting Up the Trigger with Landingi

In this step, you will configure the trigger for your workflow in Pabbly Connect. Choose the event ‘New Lead from Landing Page’ to activate the workflow whenever a new lead fills out the form.

Click on the ‘Connect’ button to obtain your webhook URL. Copy this URL as you will need it to set up the webhook in your Landingi account. Follow the instructions provided by Pabbly Connect to successfully set up the webhook.

• Select ‘New Lead from Landing Page’ as the event
• Copy the webhook URL
• Follow the instructions to set up the webhook in Landingi

Once you have set up the webhook in Landingi, publish your landing page. This will ensure that the form submissions trigger the workflow in Pabbly Connect.

4. Adding the Action Application: WhatsApp Cloud API

Now that the trigger is set, it’s time to add the action application in Pabbly Connect. Click on the plus button to add WhatsApp Cloud API as your action application.

Select the event to send a text message. You will need to create a new connection between WhatsApp Cloud API and Pabbly Connect. Enter the required details such as token, phone number ID, and WhatsApp business account ID.

Select WhatsApp Cloud API as the action application Choose the event to send a text message Create a new connection by entering the required details

After entering the information, click ‘Save’. This will establish the connection and allow you to send messages through WhatsApp.

5. Testing the Automation

With the workflow fully set up in Pabbly Connect, it’s time to test the automation. Fill out the form on your Landingi page to trigger the workflow.

Once the form is submitted, check your WhatsApp account to see if the offer PDF is sent successfully. You should receive a message with the details and a link to the PDF.

This confirms that the integration is working perfectly. You have successfully automated the process of sending offer PDFs after Landingi form submissions using Pabbly Connect.

Conclusion

In this tutorial, we have demonstrated how to use Pabbly Connect to automate the delivery of offer PDFs after a Landingi form submission. By following the steps outlined, you can streamline your lead generation process and enhance customer engagement.