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Integrating Swip Pages with Automation Using Pabbly Connect: A Complete Guide

Learn how to integrate Swip Pages with Automation Using Pabbly Connect to send WhatsApp messages and notify your team on Slack seamlessly. Follow our step-by-step tutorial! with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Swip Pages for Form Submission

Swip Pages is essential for capturing leads through forms on your website. In this tutorial, we will set up a form on Swip Pages that will trigger actions in Automation. using Pabbly Connect

To create your form on Swip Pages, follow these steps:

Log in to your Swip Pages account.
Create a new page or select an existing one.
Add a form element to your page.
Customize the form fields as needed.

Once your form is set up, ensure it captures essential information like name, email, and phone number. This data will be used for sending WhatsApp messages and notifying your team on Slack.

2. Connecting P Connect for Automation

To automate the process between Swip Pages and other applications, we will use P Connect. This tool allows seamless integration without coding skills.

Start by signing into your P Connect account. If you don’t have one, you can easily create an account for free. Once logged in, follow these steps:

Click on ‘Create Workflow’ on the dashboard.
Name your workflow according to your objective, e.g., ‘Send WhatsApp Message on Swip Pages Form Submission’.
Select ‘Swip Pages’ as your trigger application.

This setup will allow you to automate actions based on form submissions from Swip Pages.

3. Triggering WhatsApp Messages using Automation

To send a WhatsApp message upon form submission, we will integrate WhatsApp via P Connect. This process ensures that leads receive immediate communication.

After setting up your trigger in P Connect, you need to configure the WhatsApp action:

Select ‘WhatsApp’ as your action application. Choose ‘Send Template Message’ as your action event. Connect your WhatsApp account by providing the API endpoint and access token.

Ensure that your WhatsApp number is correctly mapped to the lead’s phone number captured from Swip Pages. This way, the message is sent directly to the lead.

4. Notifying Your Team on Slack

After sending the WhatsApp message, it’s crucial to notify your team on Slack. This ensures that your team can quickly follow up with the new lead.

To set this up in P Connect, follow these steps:

Add another action in your workflow and select ‘Slack’. Choose ‘Send Channel Message’ as the action event. Map the message to include details like the lead’s name, phone number, and email.

This integration ensures that your team is always informed about new leads and can act promptly.

5. Conclusion

Integrating Swip Pages with Automation using P Connect enables you to streamline lead management efficiently. By sending WhatsApp messages and notifying your team on Slack, you enhance communication and improve response times.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

Following the steps outlined in this tutorial, you can create a seamless workflow that automates your lead communication process, ensuring no potential customer is left unattended.