Automate WhatsApp Messages and ConvertKit Subscribers with Pabbly Connect

Learn how to automate WhatsApp messages and create ConvertKit subscribers using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start automating WhatsApp messages and creating subscribers in ConvertKit, you need to access Pabbly Connect. Begin by logging into your Pabbly Connect account or create a free account if you haven’t done so yet.

Once logged in, navigate to the dashboard and click on the blue ‘Create Workflow’ button. Here, you can name your workflow, for example, ‘Razer Pay to WhatsApp to ConvertKit’. This naming helps you identify the specific automation you are setting up.

2. Connecting Razer Pay with Pabbly Connect

In this step, you will connect Razer Pay to Pabbly Connect. Select Razer Pay as the trigger application. The trigger event you need is ‘Payment Captured’. This means that whenever a payment is made, it will trigger the automation.

• Select Razer Pay as the trigger application.
• Choose the trigger event ‘Payment Captured’.
• Copy the webhook URL generated by Pabbly Connect.

After copying the webhook URL, go to your Razer Pay account and add a new webhook. Paste the URL you copied from Pabbly Connect and set the alert email. This action establishes the connection between Razer Pay and Pabbly Connect.

3. Sending WhatsApp Messages via Pabbly Connect

Once the Razer Pay connection is established, the next step is to send WhatsApp messages using the Interact application through Pabbly Connect. Select Interact as the action application and choose ‘Send WhatsApp Template Message’ as the action event.

To connect Interact with Pabbly Connect, you will need to enter a secret key. This key can be found in your Interact account. After entering the secret key, you will be prompted to fill in several details required for sending the WhatsApp message, including the customer’s phone number and the message template.

• Enter the customer’s phone number and country code.
• Select the message template you want to use.
• Map the required fields from the previous step.

This setup ensures that every time a payment is captured, a WhatsApp message is automatically sent to the customer.

4. Creating Subscribers in ConvertKit with Pabbly Connect

Now that you’ve set up WhatsApp messaging, the next step is to add the customer as a subscriber in ConvertKit using Pabbly Connect. Select ConvertKit as the action application and choose ‘Create Subscriber’ as the action event.

To connect ConvertKit with Pabbly Connect, you will need your API key and API secret from ConvertKit. Once you have these, paste them into Pabbly Connect to establish the connection. After connecting, you can select the form you want to associate the subscriber with.

Map the customer’s first name and email address to the respective fields. Select the appropriate form in ConvertKit. Click on ‘Save and Send Test Request’ to create the subscriber.

This integration allows you to automatically create a subscriber in ConvertKit every time a payment is made through Razer Pay, streamlining your email marketing efforts.

5. Finalizing the Automation with Pabbly Connect

After setting up both WhatsApp messaging and subscriber creation in ConvertKit, you have successfully automated the entire process using Pabbly Connect. Every time a payment is made via Razer Pay, a WhatsApp message will be sent, and the customer will be added as a subscriber in ConvertKit.

To finalize, test your workflow by making a dummy payment through Razer Pay. Check if the WhatsApp message is received and if the subscriber is created in ConvertKit. If everything works correctly, your automation is complete!

With Pabbly Connect, you can easily manage multiple integrations and automate various tasks, enhancing your business efficiency. Remember, you can always tweak your workflow in Pabbly Connect to fit your needs.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages and create subscribers in ConvertKit. By following these steps, you can enhance your customer communication and streamline your email marketing efforts effectively.