How to Send WordPress Form Entries to WhatsApp

How to Send WordPress Form Entries to WhatsApp

Are you wondering how to send WordPress form entries to WhatsApp?

This can be a great way of staying on top of form submissions, particularly if WhatsApp is a big part of your day-to-day operations.

You won’t be able to send entire forms to WhatsApp, but you can set your site up to send a notification to a WhatsApp number each time a form is submitted on your site.

But connecting a WordPress site with WhatsApp in this way can be complex, and most of the existing solutions are limited.

The good news is that the WPForms and Uncanny Automator integration provides an easy and powerful way to get this done.

Read on to learn how to set it all up!

WPForms is the best WordPress Form Builder plugin. Get it for free!

How Can You Integrate WhatsApp into WordPress?

The most powerful way to integrate WhatsApp into WordPress is by using Uncanny Automator. Uncanny Automator is able to connect with WhatsApp’s Cloud API, which allows users to take part in two-way conversations with WhatsApp users.

While there are a few WordPress plugins that allow you to do things like respond to WhatsApp messages sent by your customers and prospects, Uncanny Automator is the only one that allows you to initiate WhatsApp conversations.

Here’s how to use this on your site!

How to Send WordPress Form Submission Notifications to WhatsApp

We’ll be using WPForms, Uncanny Automator, Facebook for Developers, and Business Meta to set things up. If you don’t already have a Facebook account, you’ll need to create one to follow along.

Once you have, follow these steps:

Step 1: Install WPForms & Uncanny Automator

The WPForms home page

First, we’ll get started by installing WPForms Pro. WPForms is the number one WordPress form plugin for sending form submission notifications to WhatsApp, with over 5 million active installations and 11k+ 5-star ratings in the WordPress plugin directory to prove its popularity.

Additionally, WPForms integrates seamlessly with Uncanny Automator. If you have the Pro license, you also get a huge collection of features that make form-building a breeze.

The WPForms pricing page

For help with installing WPForms, check out this helpful guide to installing WordPress plugins for beginners. Once you’ve got WPForms installed, the next step is installing Uncanny Automator.

Uncanny Automator homepage

Uncanny Automator is the leading WordPress automation plugin, and you can use it to connect and automate features across your WordPress plugins and apps. You can even connect multiple WordPress websites.

And as we mentioned previously, Uncanny Automator integrates seamlessly with both WPForms and WhatsApp, which makes it perfect for creating a connection between the two apps.

So go ahead and install Uncanny Automator like you installed WPForms above.

Step 2: Connect Your Site With Uncanny Automator

You can connect your site with Uncanny Automator from the WordPress admin dashboard. To do this, click through Automator » Settings from the sidebar in the WordPress dashboard.

How to get to the Uncanny Automator settings page in WordPress

The page will open in the General tab. Scroll to the License section and click the button labeled, Connect your site.

Click this button to connect your site to Uncanny Automator

You’ll see a popup window where you can now initiate the setup wizard by clicking Connect your free account.

Button to trigger the Uncanny Automator setup wizard

At this point, you’ll need to enter your name and email and set up your Uncanny Automator account. This step takes just a minute or less, and then you’ll be redirected back to WordPress.

Now, you’re ready to create a recipe. Recipes are Uncanny Automator rules that determine how your automation will run.

Completed Uncanny Automator setup

But to create a recipe that sends WordPress form submission notifications to WhatsApp, we’ll need to first set up a Business app on Facebook for Developers.

So we’ll hop out of WordPress for a short while but keep the tab open, as we’ll be right back.

Step 3: Create a Business App on Facebook for Developers

In order to send forms from WordPress to WhatsApp, we’ll need to create a Meta (Facebook) Business app first.

For this step, you’ll need to have a regular Facebook account. If you have one, it’s easy to create a Business app. Just navigate to developers.facebook.com and click My Apps to get started.

Facebook for Developers homepage

In the dashboard, click Create App.

Create new app button

On this screen, you’ll have a range of app types to choose from. Select Business, then scroll down and click Next.

Business app type

After this, you’ll be prompted to provide some basic information, such as a name for your new app, email address, and your Business Manager account.

We’re assuming you’re starting from scratch, so you don’t already have a Business Manager account. In this case, leave it at No Business manager account selected. But if you do have one, select it from the dropdown. Click Create app to move on to the next stage.

Button to create app

On the next page, you’ll see a bunch of products you can add to your business app. Scroll down to add WhatsApp to your new Business app by clicking Set up.

Add WhatsApp

This will redirect you to a WhatsApp Business Platform API window. You’ll be prompted to create or select a Meta Business account from a dropdown. This field will be set to Create a business account by default, so if you don’t have one, you can simply click Continue  to move on.

WhatsApp Business Platform API setup

Once you’ve done that, click Start using the API.

Click this button to start using the Whatsapp Business API

On the next page, you’ll see 5 steps. For this guide, we’ll only need to work through Steps 1, 3, and 5.

From Step 1, grab the following details:

  • Temporary Access Token
  • Phone number ID
  • WhatsApp Business Account ID

WhatsApp business app quick start page

We’ll need these details when we hop back into WordPress shortly. For now, you’ll notice that what you have is a temporary access token that will expire in 23 hours.

You can use it for testing purposes, but you’ll need a permanent access token for the connection to work fully. We’ll show you how to get a permanent token shortly.

At this point, we’ll tab over to our website and head back into the Uncanny Automator Settings page. Here, we’ll add our Access Token, Phone Number ID, and WhatsApp Business Account ID to Uncanny Automator.

To do this, head into the WordPress admin dashboard and click through Automator » Settings » Premium Integrations » WhatsApp. Then paste the details and click Connect WhatsApp account.

Click this button to connect WhatsApp Account

We’ll have a functioning Uncanny Automator and WhatsApp connection at this point, but we’ve used a temporary Access token, which will expire in a few hours.

We’ll need to create a permanent one in a few steps when we configure webhooks. But first, let’s add a phone number to your business app.

Add a Phone Number to Your App

Setting up a phone number is an important step that will allow you to send messages to WhatsApp numbers.

To add one to your business app, scroll down to Step 5 and click  Add phone number. If you chose Create a business account when you first landed on the WhatsApp Business platform, a modal will pop up now, prompting you to create a WhatsApp Business profile.

Here, you’ll need to enter a few details:

  • WhatsApp Business profile display name
  • Timezone
  • Category
  • Business description (optional)

Create a WhatsApp business profile

On the next page, there’ll be a few more fields you’ll need to fill out:

  • Legal business name
  • Business email
  • Country
  • Business website/URL or a social media profile

Click Next once you’re done.

Fill in your business information

Now, you can go ahead to enter the phone number you’d like to use with WhatsApp.

You’ll need to use a number that can’t be used elsewhere on WhatsApp. So you must either use a number that’s never been connected to a WhatsApp account or delete the account if your number is already connected to WhatsApp.

Add a phone number for WhatsApp messaging

Next, we’ll need to configure webhooks.

Configure Webhooks

Webhooks are an important part of how Uncanny Automator will communicate with WhatsApp. To set this up, scroll down to Step 3 and click Configure webhooks.

Button to configure webhooks

On the Webhooks configuration page, click the Edit button in the section labeled Configuration.

Press this button to edit webhook

Now, we’ll quickly hop back into the WhatsApp settings in Automator. Copy the Webhooks URL along with the value in the field labeled Verify Token.

Configure webhook details in Uncanny Automator

Head back into the WhatsApp Business tab, enter these details, and then click Verify and save.

Press this button to verify token

There’s one more step to take here. Scroll down and click Manage.

Press this button to manage webhook settings

Then scroll down again to Messages and click Subscribe. Save these settings, and your webhook will be all configured.

Click this button to subscribe for messages

Finally, we’ll need to set up a permanent access token, and we’ll be ready to start sending form submission notifications to WhatsApp.

Configure a Permanent Access Token

First, we’ll have to add a new System user to your business app. To do this, you’ll need to log on to the Meta Business Suite and click on Business Settings.

Press this button to open the business settings tab

Then, look for the System users link under Users.

Add new system users

Click Add to get started.

Add new system user

Enter a name for the new system user, and assign them the role of admin from the dropdown labeled System user role, then click Create system user.

Fill in the details and click create system user

Now, you’ll need to assign assets to the new user. Particularly, we want this user to have full access to the WhatsApp business app we’ve created.

So we’ll scroll down to the Assigned Assets section and click Add Assets.

Add assets to system user

Then, in the Apps section, click on the App you want to add—you should have only one at this stage, scroll down and toggle the button next to the Manage App button. Click Save to move on to the next stage.

Toggle the manage app button

We can now go ahead to create our new token. Simply click Generate new token in the section labeled  Generating Access Tokens.

Generating access tokens

From the available permissions, choose whatsapp_business_management and whatsapp_business_messaging and, again, click Generate token.

Tick WhatsApp business management

Copy the token and click OK.

Copy and save token

Now, we’ll head back into Automator settings, where we previously entered the temporary access token and other details. To get back here, click through Automator » Settings »Premium Integrations » WhatsApp. Once there, click Disconnect.

Copy webhooks URL from Uncanny Automator settings

Swap out the temporary access token you entered previously with the permanent one we’ve just created and save these settings.

And now, we’ll have a connection between your site, Uncanny Automator, and WhatsApp but it won’t be fully functional just yet.

Step 4: Create a New Form

At this point, you’ll be done working with the Facebook for Developers platform.

To send WordPress forms to WhatsApp, we’ll now have to set up an Uncanny Automator recipe and enable this recipe on the forms we’d like to send to WhatsApp.

First, we’ll need to enable Uncanny Automator on a WPForms form. Whether you’re connecting an existing form or a new one, this is quite easy. For this guide we’ll assume you want to create a new form, but the steps are the same.

From the WordPress admin area, navigate to WPForms » Form Templates. This will take you to the template gallery, where you can choose from over 500+ prebuilt, customizable form templates.

Click WPForms first then click Form Templates

For this guide, we’ll choose the  Simple Contact Form Template. But if you’d like to build one from scratch, simply choose Blank Form.

Clicking on Simple Contact Form Template will open up the form in the form builder. We can customize the form by adding form fields from the panel on the left, but the simple contact form is good enough for this example, so we’ll leave it as is.

WPForms Form Builder interface

What we want to do is to set up this particular form to send submissions to WordPress. So, navigate over to the left sidebar and click through Marketing » Uncanny Automator.

Click on marketing then click Uncanny Automator

Click Create Automation. 

Click the create automation button

You’ll now be prompted to connect your WhatsApp account with Uncanny Automator. Go ahead and click Connect account to move on.

Click this button to connect WhatsApp with Uncanny Automator

You’ll now be redirected to an Uncanny Automator recipe page.

Step 5: Create a New Recipe to Send WordPress Form Entries to WhatsApp

Uncanny Automator recipes have two parts: a trigger and an event. The trigger is the action or initial event that triggers a follow-up action called an event.

In this case, a form submission will be the trigger, and receiving a notification on a WhatsApp number will be the action.

So, first, navigate to the Triggers section and click on the WPForms logo, then choose A form is submitted as your trigger.

Select form submission as a trigger

Then, scroll down to the Actions section and click Add action.

Click this button to add an action

Look for the WhatsApp logo, and click on it when you find it.

Click the WhatsApp icon to choose an action in WhatsApp

Then click on  Choose Action. You’ll see the options to Send a WhatsApp Template to a WhatsApp number  and Send a WhatsApp message to a number.

By default, your first message to a WhatsApp number using the WhatsApp Cloud API has to be a WhatsApp message template. Once the recipient of the message template responds to your initial message, you’ll be able to send them a regular message.

None of the available WhatsApp message templates is designed to be used for form submission notifications. However, since you’ll be setting this notification up for internal use, you might not mind using one of the complementary WhatsApp message templates. So go ahead and click Send a WhatsApp message template to a number.

Select send WhatsApp message template to a number

You can make limited customizations to these default templates by pulling data using preset variables.  Here’s what to do:

Click Get variables to add variables like a user’s name and email to the template.

Click the get variables button

What we’re looking for are variables to add content to the body of the template. So in the Body variables field, click on the asterisk to see the available variables.

Click on the asterisk to see the available tokens

Simply select the variable-type you want and then select the tokens you’d like to include in the template.

The variable types dropdown menu

In this case, we’ll choose from the Triggers section, since the trigger is an action in WPForms, and we want WPForms-specific tokens.

When you scroll below the Triggers label, you’ll see the trigger for our recipe, which is the submission of a form. Click on the dropdown icon next to it.

Click the dropdown below the Triggers label

You’ll now see a bunch of WPForms-specific tokens to choose from.

WPForms-specific tokens

We’ll select Name, Email, and the message field for our form, which is labelled What can we help you with. Yours might be something different.

You can also add a bit of text to the template to help organize things. We’ll add a few labels to ours, along with some punctuation marks. Remember to add some spaces in between the content. If you don’t, the text will appear without spaces when you receive notifications.

WhatsApp message template with WPForms tokens added

Remember to toggle the Status button on the right of the page to make the connection live, and that’s it!

Toggle the draft button to make the automation live

You’ll now have a fully active connection that sends a message to a WhatsApp number each time a form is submitted on your website.

WhatsApp message created when user submits a form

You’ll see the name of the user, which is Sullie Eloso, in this case, and their email address, [email protected] You’ll also see that the template adds a bit of text that isn’t useful. We can’t change this from your site, but you can create a fully customized template, if you’d prefer, on the Meta Business Manager platform.

And that wraps it up for our guide to sending form submission notifications to WhatsApp!

Next, Get Slack Notifications When a Form is Submitted

We’ve just shown you how to set up your website to send form submission notifications to a WhatsApp number. Did you know you can do the same thing with Slack? Learn all about this in our guide to getting Slack notifications from WordPress forms.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

Create Your WordPress Form Now

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