Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin automating personalized product recommendations on WhatsApp, first access Pabbly Connect. If you’re new, visit the Pabbly Connect website and complete the sign-up process. You will receive 100 free tasks each month to explore the platform, which is perfect for testing your workflows.

Once you log in, you will be directed to the Pabbly Connect dashboard. Here, you can create and manage all your automation workflows. Click on the ‘Create Workflow’ button, choose ‘Create from Scratch’, and give your workflow a name, such as ‘Typeform Leads to WhatsApp Recommendations’.

2. Setting Up the Trigger with Typeform

In this section, you will set up the trigger for your workflow using Typeform. The trigger is essential as it determines when your automation will activate. Select Typeform as your trigger application and choose the event as ‘New Entry’.

  • Choose Typeform as the trigger application.
  • Select the ‘New Entry’ event.
  • Click on the ‘Connect’ button to establish a new connection.

After connecting, select the specific form you want to use, which in this case is your product recommendation form. Once the form is selected, click on ‘Save and Send Test Request’ to verify that Pabbly Connect is receiving the data correctly from Typeform.

3. Integrating OpenAI for Personalized Recommendations

Next, you will integrate OpenAI into your workflow to generate personalized product recommendations. Select OpenAI as your action application and choose the event ‘Generate Response using Text Input’.

Connect your OpenAI account by entering your API key, which you can generate from your OpenAI dashboard. Once connected, you will set up the prompt for generating the response. Map the fields from the Typeform submission to ensure that OpenAI generates a tailored response based on the user’s input.

  • Select the OpenAI application.
  • Choose the event ‘Generate Response using Text Input’.
  • Map the Typeform fields to the OpenAI prompt to personalize the response.

After setting up the mapping, click ‘Save and Send Test Request’ to check if OpenAI generates the correct response. This step is crucial as it ensures that the integration is working smoothly.

4. Sending the Message via Pabbly Chatflow

The final step is to send the personalized message to the user’s WhatsApp account using Pabbly Chatflow. Select Pabbly Chatflow as your action application and choose the event ‘Send Text Message’.

Connect your Pabbly Chatflow account by entering the API token. After connecting, map the recipient’s WhatsApp number and the message generated by OpenAI. Ensure that you include the country code in the phone number without the plus sign for successful delivery.

  • Select Pabbly Chatflow as the action application.
  • Choose the event ‘Send Text Message’.
  • Map the WhatsApp number and the personalized message from OpenAI.

After mapping the necessary fields, click ‘Save and Send Test Request’ to verify that the message is sent successfully. This confirms that your entire workflow is functional, automating product recommendations directly to WhatsApp.

Conclusion

In this tutorial, we demonstrated how to integrate Typeform with WhatsApp using Pabbly Connect. By automating personalized product recommendations, businesses can enhance customer engagement and streamline their response times. Implementing this workflow can significantly improve your lead conversion rates.