Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start integrating applications using Pabbly Connect, first, visit the Pabbly Connect website. If you’re new, click on “Sign Up Free” to create an account. Existing users can simply sign in.

Once logged in, navigate to the dashboard. Here, you can manage all your automation workflows. Click on the “Create Workflow” button to get started. This is where the magic of Pabbly Connect begins, allowing you to automate your tasks effortlessly.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. After clicking “Create Workflow”, choose “Create from Scratch”. Name your workflow, for example, “Follow-Up Automation”.

Next, select the trigger application. For this tutorial, we will use Jot Form. Set the event to “New Response”. This means every time someone fills out a form, your workflow will trigger. Follow these steps:

  • Click “Add New Connection”.
  • Copy the webhook URL provided.
  • Integrate this URL with your Jot Form account.

By completing these steps, you ensure that your Jot Form is connected to Pabbly Connect, allowing for seamless data transfer.

3. Setting Up Email Notifications with Pabbly Connect

Next, we will set up email notifications using Gmail through Pabbly Connect. After the Jot Form trigger, select Gmail as the action application. Choose the “Send Email” event.

To connect Gmail, click “Add New Connection” and sign in with your Google account. Once connected, you can set up the email details:

  • Set the sender name as “Your Company”.
  • Map the recipient’s email address from the Jot Form response.
  • Write a subject and customize the email body.

This setup ensures that every user receives a personalized email immediately after submitting the form, showcasing the efficiency of Pabbly Connect.

4. Adding Delays for Follow-Ups with Pabbly Connect

To enhance your follow-up process, we will add a delay using the Delay by Pabbly application. This will allow you to send a reminder after 24 hours. In Pabbly Connect, select Delay by Pabbly as the next action application.

Choose “Add Delay Time” as the event. Set the delay to 24 hours. This step is crucial for ensuring that your follow-up messages are sent at the right time, maximizing engagement.

After setting the delay, click on “Save and Send Test Request” to confirm that the delay has been successfully integrated into your workflow. This feature of Pabbly Connect allows for timed follow-ups, making your automation more effective.

5. Sending WhatsApp Messages Using Pabbly Chartflow

Finally, we will set up WhatsApp notifications using Pabbly Chartflow. Select Pabbly Chartflow as the action application and choose “Send Text Message” as the event. This integration is vital for reaching users on a platform they frequently use.

Connect your Pabbly Chartflow account by entering the API token. After connecting, you can map the recipient’s WhatsApp number from the Jot Form response. Customize your message to include dynamic fields, ensuring each user receives a personalized message.

After configuring the message, click “Save and Send Test Request” to verify that the WhatsApp message is sent successfully. This final step showcases how Pabbly Connect can facilitate communication across multiple platforms, enhancing user engagement.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Jot Form, Gmail, and WhatsApp for seamless automation. By following these steps, you can ensure timely responses and improve lead engagement in your business.