Learn how to seamlessly integrate WhatsApp with URL using Pabbly Connect to automate your messaging process with new leads. Follow our detailed guide now! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up the Trigger with WhatsApp and URL

In this section, we will focus on setting up the trigger using WhatsApp and URL. The objective is to send a WhatsApp message to new leads generated through form submission in system.io. The trigger application we will use is system.io, and the event is when a user submits a form. using Pabbly Connect

To begin, log in to your system.io account. Once logged in, navigate to the dashboard and locate the option to create a workflow. Click on ‘Create Workflow’ and name it ‘Send WhatsApp Message to New Lead in system.io.’ After naming the workflow, click on ‘Create’ to proceed.

2. Creating the Webhook for Integration

Next, we will create a webhook that will serve as a bridge between system.io and Pabbly Connect. This webhook will allow us to send data from system.io to WhatsApp. In Pabbly Connect, select system.io as the trigger application and choose the event ‘Contact Just Subscribed to a Form.’ using Pabbly Connect

Upon selecting this event, you will receive a webhook URL. Copy this URL for later use. Now, switch back to your system.io dashboard, and navigate to the automation section. Here, you will create a new rule to connect system.io with Pabbly Connect.

  • Click on ‘Create’ to start a new rule.
  • Select the trigger as ‘Funnel Step Form Subscribed.’
  • Choose the funnel you created for lead collection.

After setting the trigger, paste the copied webhook URL and save the rule. This completes the webhook setup.

3. Testing the Integration with New Leads

Now that we have set up the webhook, it’s time to test the integration. To do this, we need to submit a test lead through the form created in system.io. Fill out the form with a name, email address, and mobile number, then submit it. using Pabbly Connect

Once you submit the form, return to Pabbly Connect and check for the webhook response. You should see the data you entered, including the contact ID, name, email address, and phone number. This confirms that the data is being received correctly.

  • Ensure the data fields are populated correctly.
  • Check that the response includes all necessary information for the WhatsApp message.

Once the test data is confirmed, we can proceed to send a WhatsApp message to the new lead.

4. Sending WhatsApp Messages to New Leads

In this step, we will configure Pabbly Connect to send a WhatsApp message using the data received from system.io. Select the action application as Interact and choose the action event ‘Send WhatsApp Template Message.’ Click on ‘Connect’ to establish a connection with your Interact account. using Pabbly Connect

To connect, you will need to enter the secret key from your Interact account. After pasting the secret key, save the connection. Next, you will need to map the phone number and other variables from the webhook response to the WhatsApp message template.

Map the phone number with the country code. Select the appropriate template code for the WhatsApp message. Ensure the language code is set to ‘en’ for English.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to send the message. You should receive a confirmation message on WhatsApp indicating that the integration is successful.

Conclusion: Verifying the Integration Success

In conclusion, we have successfully integrated WhatsApp with URL using Pabbly Connect to automate the messaging process for new leads. By following the steps outlined, you can ensure that every time a new lead is generated through system.io, a WhatsApp message is sent automatically.

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This integration not only saves time but also enhances communication with potential customers. Test the integration by submitting new leads and verify that the WhatsApp messages are being sent correctly. Start utilizing this powerful automation to improve your lead management today!