Your Website Form Leads Turn Into Instant WhatsApp Chats (No Manual Follow-Ups)

Learn how to integrate your website form leads with WhatsApp using Pabbly Connect for instant chat automation. Follow this step-by-step guide! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate your website form leads into instant WhatsApp chats, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. This will give you access to the automation tools you need.

Once logged in, navigate to the Pabbly Connect dashboard. From here, you can create a new workflow that will connect your website form to WhatsApp. This integration will allow you to send automated messages to leads as soon as they submit their information.

2. Creating a Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and select the new beta workflow builder. Name your workflow something descriptive, like ‘Website Form Leads to WhatsApp Chats’. After naming, choose your folder for organization.

• Select a trigger application (Webhook by Pabbly).
• Set the trigger event to ‘Catch Webhook’.
• Connect your webhook to your website form.

After setting up the trigger, you will receive a unique webhook URL. This URL is crucial as it will bridge your website form and Pabbly Connect, allowing for data transfer whenever a lead is submitted.

3. Setting Up the Webhook in Your Website Form

To connect your website form to Pabbly Connect, you need to insert the webhook URL into the form’s code. Open your form’s HTML code and replace the existing webhook URL with the one provided by Pabbly Connect. Save the changes to ensure the connection is established.

Once the webhook URL is updated, it’s time to test the connection. Submit a test entry in your website form. You should see the data captured in your Pabbly Connect workflow. This confirms that the integration is working, and leads will be sent to your WhatsApp automatically.

4. Sending WhatsApp Messages Using Pabbly Connect

After successfully capturing the lead data, the next step is to send a WhatsApp message. In your workflow, add a new action step and select Pabbly Chatflow as the action application. Choose the action event as ‘Send Template Message’ and connect your Pabbly Chatflow account.

• Map the recipient mobile number from the webhook response.
• Select the WhatsApp message template you created.
• Ensure all required fields are filled out correctly.

By mapping the phone number and using your template, Pabbly Connect will send personalized WhatsApp messages to every new lead captured through your website form.

5. Testing and Finalizing Your Integration

With everything set up, it’s time to test the entire workflow. Submit another test entry in your website form and check your WhatsApp for the automated message. This message should include the personalized details you set up in your template.

If the message is received successfully, your integration is complete. You can now rely on Pabbly Connect to handle all future leads from your website form, sending them instant WhatsApp messages without any manual follow-ups.

Conclusion

Using Pabbly Connect, you can seamlessly automate your website form leads into instant WhatsApp chats. This integration saves time and ensures timely communication with your leads, enhancing your business efficiency.