Automate WhatsApp Messages and Emails with Pabbly Connect

Learn how to automate WhatsApp messages and emails using Pabbly Connect for seamless integration with Flexi Funnels. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp and Gmail for automated messaging, first access Pabbly Connect. This platform allows you to connect various applications seamlessly.

Visit the Pabbly Connect homepage and sign in. If you’re a new user, you can sign up for free and explore the software with 300 tasks every month. After signing in, you will see the dashboard where you can create workflows for automation.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, click on the ‘Create Workflow’ button to set up your automation. Name your workflow something descriptive, like ‘Send Automated WhatsApp Message and Email on Flexi Funnels Purchase’. using Pabbly Connect

• Select a folder for your automation, such as ‘Automations’.
• You can create multiple folders to organize your workflows.
• Click the ‘Create’ button to finalize your workflow setup.

This step is crucial as it sets the foundation for your automated messages. After creating the workflow, you will need to set up a trigger to initiate the automation.

3. Setting Up the Trigger in Pabbly Connect

For this automation, the trigger application will be Flexi Funnels. Choose ‘New Purchase’ as the trigger event, which captures any new purchases made through your Flexi Funnels account.

After selecting the trigger event, you will receive a webhook URL. This URL is essential as it connects your Flexi Funnels account to Pabbly Connect.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Flexi Funnels account and set the webhook URL in the product settings under ‘Set Rules’.
• Save the changes to ensure the webhook is active.

After setting up the webhook, you can test the integration by making a test purchase in your Flexi Funnels account.

4. Sending WhatsApp Messages Using Pabbly Connect

Now that the trigger is set up, the next step is to send an automated WhatsApp message using WhatsApp by AI Sensi. Select it as your action application in Pabbly Connect.

Choose the action event as ‘Send Template Message’. To connect your WhatsApp account, you will need to enter the API key from your WhatsApp by AI Sensi account into Pabbly Connect.

Enter the campaign name and map the customer’s phone number from the Flexi Funnels response. Utilize the template parameters to customize the message. Save and send the request to send the WhatsApp message.

After completing these steps, you will receive a confirmation that the WhatsApp message was successfully sent to the customer, enhancing their post-purchase experience.

5. Sending Emails Using Pabbly Connect

Following the WhatsApp message, we need to send an automated email using Gmail. Select Gmail as your action application in Pabbly Connect.

Choose the action event as ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect by allowing access. After connecting, you can customize the email subject and body.

Map the recipient’s email address from the Flexi Funnels response. Enter a personalized email content that thanks the customer for their purchase. Save and send the email request to complete the automation.

After these steps, the customer will receive a thank-you email, further solidifying their relationship with your business.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages and emails using Pabbly Connect. By integrating Flexi Funnels with WhatsApp and Gmail, you can enhance customer engagement and streamline communication effectively.