Learn how to automate sending quotations via WhatsApp using Pabbly Connect when clients fill out forms on your website. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WhatsApp Integration

In this tutorial, we’ll explore how to use Pabbly Connect to automate sending quotations to clients via WhatsApp when they fill out a form on your website. This integration allows for seamless communication and enhances client engagement.

To start, ensure that you have a Pabbly Connect account. Once logged in, you will be able to create workflows that connect your website form submissions to WhatsApp, enabling instant quotations for your advertising agency.

2. Setting Up the Integration with Pabbly Connect

Begin by creating a new workflow in Pabbly Connect. This is where you will define the trigger and action for your integration. The trigger will be the form submission from your website.

  • Select the ‘Webhook’ option as your trigger event.
  • Copy the webhook URL provided by Pabbly Connect.
  • Paste this URL into your website form settings to send data to Pabbly Connect.

After setting up the webhook, test the form submission to ensure that data is being sent to Pabbly Connect correctly. You should see the data in the Pabbly Connect dashboard.

3. Configuring WhatsApp Message in Pabbly Connect

Next, you will configure the WhatsApp message that will be sent to clients. In your Pabbly Connect workflow, add an action step after the webhook trigger. using Pabbly Connect

Select the WhatsApp integration and choose the option to send a message. You will need to fill in the required fields, including the WhatsApp number and the message content. Make sure to personalize the message with client details obtained from the form submission.

  • Select the WhatsApp account you wish to use for sending messages.
  • Compose the message, including variables from the form data.
  • Test the message to ensure it sends correctly to a sample WhatsApp number.

Once the message configuration is complete, your integration is almost ready to go live. Make sure to save your workflow in Pabbly Connect.

4. Finalizing and Testing the Workflow in Pabbly Connect

After configuring the WhatsApp message, it’s time to finalize your workflow in Pabbly Connect. Review all the steps to ensure everything is set up correctly. You can also add additional actions if needed, such as sending a confirmation email through Gmail.

To test the entire workflow, fill out the form on your website as a client would. Check if the WhatsApp message is sent successfully with the correct quotation details. This step is crucial to ensure that your automation works seamlessly.

If the test is successful, you can activate the workflow in Pabbly Connect. This will allow the automation to run whenever a new form submission occurs on your website.

5. Conclusion: Enhance Your Client Communication with Pabbly Connect

By using Pabbly Connect to automate sending quotations via WhatsApp, you significantly improve your client communication and response time. This integration not only saves time but also enhances the client experience by providing immediate feedback and information.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Start utilizing Pabbly Connect today to streamline your advertising agency’s processes and keep your clients informed instantly. With just a few simple steps, you can set up an efficient system that works for you.