Learn how to integrate Shopper, The Happening, and WhatsApp using Pabbly Connect with this detailed tutorial. Automate your lead management process effectively! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Integration
To begin the integration process, access Pabbly Connect. This platform will enable seamless connections between Shopper and WhatsApp. Start by logging into your Pabbly Connect account and navigate to the dashboard to initiate a new workflow.
Once in the dashboard, select the option to create a new workflow. You will need to specify the trigger application, which in this case is Repair Shopper. This sets the foundation for automating your lead management process.
2. Configuring Webhook in Repair Shopper
After setting up your workflow in Pabbly Connect, the next step is to configure the webhook in Repair Shopper. This webhook will act as a bridge for transferring data between the applications. Navigate to your Repair Shopper account and access the admin section.
- Select the ‘Notification Center’ from the left menu.
- Click on ‘New Notification Set’ to create a new webhook.
- Paste the webhook URL obtained from Pabbly Connect into the designated field.
Make sure to select the event type, such as ‘New Lead’, to ensure that the webhook captures the correct data. This setup will allow Pabbly Connect to receive lead data automatically whenever a new lead is created in Repair Shopper.
3. Testing the Integration with a Lead Submission
With the webhook configured, it’s time to test the integration through Pabbly Connect. To do this, create a new lead using the form you have set up in Repair Shopper. Enter the necessary details such as name, email, and issue type.
For example, you might submit a lead with the name ‘Smart Lead,’ an email of ‘smartlead90.com,’ and a subject like ‘Samsung Galaxy S21 Battery Issue.’ After submitting the form, check Pabbly Connect for the incoming webhook response. This confirms that the lead has been successfully transferred.
4. Sending Confirmation Messages via WhatsApp
Once the lead data is captured in Pabbly Connect, the next step is to set up an action to send a confirmation message via WhatsApp. This will ensure that the lead receives immediate acknowledgment of their submission.
In the Pabbly Connect workflow, select WhatsApp as the action application. Configure the action settings to include details such as the lead’s name and the message content. For instance, the confirmation could state: ‘Thank you for reaching out! We have received your query regarding the Samsung Galaxy S21 battery issue and will contact you shortly.’ This enhances customer engagement and responsiveness.
5. Conclusion
Integrating Shopper, The Happening, and WhatsApp using Pabbly Connect streamlines your lead management process effectively. By following the steps outlined, you can automate your customer interactions and enhance operational efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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This integration not only saves time but also improves customer satisfaction through timely responses. Implementing such automated workflows with Pabbly Connect can significantly benefit your business operations.