Learn how to automate WhatsApp messages using Lead and AI Sensi with this step-by-step tutorial. Perfect for enhancing customer communication! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Integrating Lead and AI Sensi for Automated Messaging

Integrating Lead with AI Sensi allows you to automate WhatsApp messages based on form submissions. This process starts with creating a lead form using Contact Form 7 on your website. Whenever a new submission occurs, the details from that form will trigger an automated WhatsApp message.

To set this up, you will utilize P Connect Now. This tool streamlines the integration process without requiring coding skills. Begin by ensuring that you have Contact Form 7 installed and activated on your WordPress site.

Setting Up P Connect for Automation

To start using P Connect Now, open your browser and navigate to the P Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button. After signing up, you will receive 100 free tasks every month, which is perfect for testing your automation.

Once logged in, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this tutorial, name it ‘Send WhatsApp Message on Contact Form 7 Submission using AI Sensi’. Choose a folder for your workflow, ideally one labeled ‘Automation’ to keep things organized.

  • Navigate to the P Connect dashboard.
  • Click on ‘Create Workflow’ and name it.
  • Select the appropriate folder for your workflow.

After naming your workflow, you will see two boxes labeled Trigger and Action. The Trigger box is where you will set up Contact Form 7 as your trigger application.

Configuring Contact Form 7 as Trigger

To configure Contact Form 7, search for it in the Trigger application list within P Connect Now. Select it, and then choose the trigger event as ‘New Form Submission’. This setup ensures that every time a new form is submitted, it will initiate the automation process.

Next, you will need to connect Contact Form 7 to P Connect. This is done using a webhook URL. Copy the webhook URL provided by P Connect and head over to your Contact Form 7 settings in WordPress. In the settings, enable the webhook integration and paste the copied URL into the designated field.

  • Open your Contact Form 7 dashboard.
  • Enable webhook integration under the settings.
  • Paste the webhook URL from P Connect.

After saving these settings, your Contact Form 7 is now connected to P Connect, allowing it to send form submission data automatically.

Sending WhatsApp Messages with AI Sensi

Now that your trigger is set up, it’s time to configure the action that will send WhatsApp messages using AI Sensi. In the Action section of P Connect, search for AI Sensi and select ‘WhatsApp by AI Sensi’ as your action application.

Choose the action event as ‘Send Template Message’. To connect AI Sensi with P Connect, you will need an API key. Go to your AI Sensi account, navigate to the Manage section, and generate a new API key. Copy this key and return to P Connect to paste it into the connection settings.

Search for AI Sensi in the Action applications. Select ‘Send Template Message’ as the action event. Generate and copy your API key from AI Sensi.

Once the API key is saved, you can create a campaign in AI Sensi for your WhatsApp messages. Make sure to use a template that includes variables for personalization, such as the lead’s name.

Testing Your Automation Setup

With everything configured, it’s time to test your integration. Go back to your Lead form and fill it out with test data, including a name and WhatsApp number. Submit the form to trigger the automation. using Pabbly Connect

After submission, check P Connect to see if the webhook response has been received. If successful, you should see the details of the new lead reflected in P Connect. Next, verify if the WhatsApp message was sent to the lead’s number.

Fill out the Lead form with test data. Submit the form to trigger the automation. Check both P Connect and WhatsApp for responses.

If everything is working correctly, you will receive a personalized WhatsApp message confirming the lead’s submission. This confirms that your automation setup is functioning as intended.

Conclusion

Integrating Lead with AI Sensi using P Connect Now allows you to automate WhatsApp messages effectively. By following these steps, you can enhance customer communication and ensure timely responses to leads.

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