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Send WhatsApp When Form Submits

⏱️ Estimated time: 15-20 minutes

Prerequisites​

✅ Before starting, make sure you have:

  • Completed the previous guide: "Create Your First Form"
  • A working form named "Contact Us"
  • WhatsApp connected to Exabloom
  • Tested your form at least once

What You'll Accomplish​

By the end of this guide, your form will automatically send a personalized WhatsApp message to anyone who submits it. This creates instant engagement and shows professionalism!

Real-world example: A visitor fills out your "Contact Us" form → They immediately receive a WhatsApp message saying "Thanks for your interest! We'll get back to you within 24 hours."

Create Your WhatsApp Automation​

Step 1: Create a New Workflow​

  1. Navigate to Workflows

    Go to "Workflows" and click "New Workflow"

    navigate-to-workflow.png

  2. Name Your Workflow

    Change the workflow name to something descriptive like "Contact Us Form Submission"

    edit-workflow-name.png

    💡 Why good names matter: You'll likely create many workflows. Clear names help you find and manage them later.

Step 2: Set Up the Trigger​

  1. Add the Form Trigger

    Click "Add new trigger" → Select "Form Submitted"

    add-form-submitted-trigger.png

  2. Configure the Trigger

    In the "Form Submitted" settings:

    • Set "Form" to "Contact Us" (or whatever you named your form)
    • Click "Save" in the bottom right

    set-up-form-submitted-trigger.png

    ✅ What this does: Every time someone submits your Contact Us form, this workflow will activate.

Step 3: Add WhatsApp Action​

  1. Add the WhatsApp Action

    Click the plus icon (+) below the trigger to add an action

    add-action.png

    Select "Send WhatsApp" from the action options.

  2. Configure Your Message

    In the "Send WhatsApp" settings, craft your message. Here are some effective templates:

    Professional Template:

    Hi there! 👋 

    Thanks for reaching out through our website. We've received your message and will get back to you within 24 hours.

    Best regards,
    [Your Business Name]

    Personal Template:

    Hello! 

    Thank you for your interest in our services. I personally review every inquiry and will respond to you shortly.

    - [Your Name]

    set-up-send-whatsapp-action.png

    Optional: Add attachments like your business brochure or price list using "Add attachment"

    Click "Save" when you're done.

Step 4: Publish Your Workflow​

  1. Activate the Workflow

    Toggle "Published" to ON, then click "Save"

    publish-and-save.png

    🎉 Your automation is now live!

Test Your Setup​

Important: Always test before going live with real customers.

Testing Process​

  1. Submit Your Form Again

    Go back to your form preview and submit another test entry using your phone number.

  2. Check Your WhatsApp

    Within 2-3 minutes, you should receive the WhatsApp message you configured.

  3. Verify the Workflow Worked

    ✅ Success indicators:

    • WhatsApp message received
    • Message content matches what you wrote
    • Message came from your business WhatsApp number

Troubleshooting​

Not receiving WhatsApp messages?

  • Verify your WhatsApp Business account is properly connected
  • Check that the workflow is published (toggle should be green/on)
  • Ensure you used a valid phone number in the form
  • Wait up to 5 minutes - sometimes there's a delay

Workflow not triggering?

  • Confirm the form name in the trigger matches your actual form name exactly
  • Make sure you clicked "Save" after publishing
  • Check that the form submission was successful

Wrong message content?

  • Edit the workflow → modify the WhatsApp action → save and republish

Message going to wrong number?

  • The WhatsApp goes to the phone number entered in the form
  • Make sure you're testing with your own phone number

What You've Achieved​

🎊 Congratulations! You now have:

  • A working contact form
  • Automatic WhatsApp confirmations for every submission
  • Professional follow-up that happens instantly
  • A foundation for more advanced automations

Before Moving to the Next Guide​

✅ Checklist:

  • Workflow is published and active
  • Successfully tested WhatsApp automation
  • Received test WhatsApp message
  • Message content looks professional

Next Guide: Create Lead When Form Submits →

Learn how to automatically create sales leads from form submissions to track and manage your opportunities.