Capture Leads with WPForms & Send Instant WhatsApp Notifications

This guide walks you through setting up WPForms on your WordPress website and connecting it with BotBee to send instant WhatsApp notifications whenever a lead is captured.

Step 1: Install & Set Up WPForms (WordPress Plugin):

Before creating forms or automation, you need to install WPForms on your website.

• Go to your WordPress Dashboard
• Navigate to Plugins → Add New
• Search for WPForms
• Click Install Now, then Activate

• Go to WPForms → Add New

• You can choose pre defined template as well as create a new one with blank form.

• Add or customize fields for form.
• Make sure to preview the form and Click Save.

• To connect WPForms with BotBee, you’ll need webhook functionality:
• Go to WPForms → Settings
• Find Webhooks
• Click on Enable Webhook.

(Note: Webhooks addon is available in WPForms Pro plans, if it’s missing, that’s probably why.)

Now we will generate the Webhook URL to finish the setup.

Step 2: Create a WhatsApp Message Template in BotBee:

Before setting up automation, you need a message template that will be sent to users after they submit your form.

• Log in to your BotBee dashboard
• Navigate to Bot Manager → Message Template
• Click on Create → Mixed Templates
• Write down your template content. You can use variables for dynamic fields(name, email, etc.)
• Click Save, then Sync Template until it shows Approved.

Step 3: Set Up Webhook Workflow in BotBee:

• Go to WhatsApp → Webhook Workflow
• Click Create
• Give your Workflow a Name
• Select your WhatsApp Account
• Select the Message Template you just created.
• Click on Create Workflow and Copy the Webhook URL.

Step 4: Configure WPForms Webhook:

• Now that we have the webhook URL, Go to WPForms
• All Forms → Edit Your Form
• Navigate to Settings → Webhooks
• Enable Webhooks

Fill in:

• Request URL: Paste BotBee Webhook URL
• Method: POST
• In Request Header, Map “Name” Field.
• In Request Body, Map fields: Name, Email, Phone, Message
• Click Save.

Step 5: Data Mapping in BotBee:

• Submit a test form entry.

• In BotBee, click Capture Webhook Response
• Click Load Data. You will get the raw response.

• Now we will have to Map the Fields and dynamic variables.
• You can use Use Data Formatter (e.g., Trim Left) to remove the plus sign.
• Click Save Workflow.

Step 6: Test & Verify:

• Submit the form again.
• You should receive a WhatsApp message instantly
• Track performance inside BotBee Reports (delivery, open rate, etc.)

Final Thoughts

Now you’ve got a complete pipeline:

Visitor fills form → Data captured → WhatsApp message sent instantly

No delays. No manual work. Just fast lead engagement

Still Need Help?

If you face difficulties during onboarding:

• Take a screenshot or screen recording.
• Share details with our support team.

Our team will review the onboarding step and guide you further.

Contact: 08069645300