Automate Sharing Real Estate Brochures on WhatsApp with Pabbly Connect

Learn how to automate sharing your real estate brochure PDF on WhatsApp using Pabbly Connect and Pabbly Connect. Follow these steps for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setup Pabbly Connect for Integration

To begin the process of sharing your real estate brochure PDF on WhatsApp, you first need to set up Pabbly Connect. This integration platform allows you to automate workflows without any coding skills. Start by visiting the Pabbly website and signing up for an account if you haven’t already.

Once logged in, navigate to the Pabbly Connect dashboard. Here’s how you can set up your workflow:

• Click on the ‘Create Workflow’ button.
• Name your workflow, e.g., ‘Real Estate Brochure to WhatsApp’.
• Click ‘Create’ to initialize your workflow.

Your workflow is now ready to be configured, connecting the Elementor form to WhatsApp through Pabbly Connect.

2. Connect Elementor Form to Pabbly Connect

The next step involves connecting your Elementor form to Pabbly Connect. This is crucial as it will allow you to capture the data submitted by customers when they fill out the form. To do this, you will need to set up a webhook URL in Pabbly Connect.

Follow these steps to connect your form:

• In Pabbly Connect, select ‘Elementor’ as the app.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the generated webhook URL.

Now, head back to your Elementor form settings. Under ‘Actions After Submit’, select ‘Webhook’ and paste the copied URL into the designated field. Save your changes to complete the connection.

3. Capture Data from Elementor Forms in Pabbly Connect

After successfully connecting your Elementor form to Pabbly Connect, the next step is to capture the data when a customer submits their inquiry. This is essential for sending the brochure via WhatsApp.

To test the connection, fill out your Elementor form as a customer would. For example, enter the name and contact details of a potential buyer and submit the form. Once submitted, return to the Pabbly Connect dashboard to verify that the data has been captured. You should see the details displayed in the workflow.

Here’s what to expect:

Name of the customer. Contact number for WhatsApp messaging. Any other relevant inquiry details.

With this data captured, you are now ready to send the brochure automatically through WhatsApp using Pabbly Connect.

4. Send the Brochure via WhatsApp Using Pabbly Connect

The final step is to send the brochure PDF to the customer via WhatsApp using Pabbly Connect and the 360dialog WhatsApp API. This step will ensure that the customer receives the brochure automatically after filling out the inquiry form.

To set this up, select ‘360dialog’ as the action app in Pabbly Connect. Choose ‘Send Template Message’ as the action event and connect your 360dialog account by entering your API key and domain name.

After connecting, select the template you created for sending messages. Ensure that you map the customer’s phone number correctly and fill in the message body with relevant details, including the brochure link. Here’s a summary of what to do:

Map customer details such as name and inquiry. Insert the link to the brochure PDF in the message. Test the setup to ensure the message is sent successfully.

Once you save and test the request, the message will be sent to the customer’s WhatsApp, completing the automation process through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the process of sharing your real estate brochure PDF on WhatsApp using Pabbly Connect and Elementor forms. By following the steps outlined, you can streamline your customer inquiries and enhance your communication efficiency. Automating this process not only saves time but also improves customer satisfaction by providing immediate responses.