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Automate WhatsApp Messages Using Pabbly Connect and WhatsApp Cloud API

Learn how to automate WhatsApp messages using Pabbly Connect and WhatsApp Cloud API for seamless communication with your customers. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To begin automating WhatsApp messages, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and logging in. If you are a new user, sign up for a free account to get started.

Once logged in, you will see the dashboard of Pabbly Connect. Here, you can create workflows that will automate your tasks. Click on the ‘Create Workflow’ button to begin setting up your integration between Telly forms and WhatsApp Cloud API.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect that connects Telly forms with WhatsApp Cloud API. Name your workflow something descriptive, such as ‘Send Automated WhatsApp Message on Telly Form Submission’.

Choose a folder to organize your workflow.
Click on the ‘Create’ button to finalize your workflow setup.

Once your workflow is created, you will need to set up the trigger and action. The trigger will be a new response from Telly forms, which will initiate the sending of an automated WhatsApp message.

3. Setting Up the Trigger for Telly Forms

Now that your workflow is created, it’s time to set up the trigger using Pabbly Connect. Select Telly forms as your trigger application and choose the event as ‘New Response’. This means every time a form is submitted, it will trigger the workflow.

After selecting your trigger event, you will receive a webhook URL. Copy this URL as you will need it to connect your Telly forms with Pabbly Connect. Go to your Telly forms account, navigate to the Integrations section, and paste the webhook URL in the appropriate field.

4. Connecting WhatsApp Cloud API in Pabbly Connect

The next step involves connecting your WhatsApp Cloud API account with Pabbly Connect. In the action step of your workflow, select WhatsApp Cloud API as the action application. Choose the action event as ‘Test Send Template Message’.

To create this connection, you will need to enter your WhatsApp Cloud API credentials, including the access token and phone number ID. These details can be obtained from your WhatsApp Cloud API setup. After entering the required information, click on the ‘Save’ button to establish the connection.

5. Mapping Data for Dynamic Messages

In this final step, you will map the data to ensure that the automated WhatsApp message contains personalized information. Use the template you created in WhatsApp Cloud API, and map the phone number and name fields from the Telly form response to your WhatsApp message template. using Pabbly Connect

This allows the message to dynamically change based on the form submission. After mapping all necessary fields, click on the ‘Save and Send Test Request’ button to test the workflow. You should receive a WhatsApp message confirming the automation setup.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages through the WhatsApp Cloud API. By following these steps, you can enhance your customer communication and streamline your response process effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.