Learn how to automate WhatsApp messages and emails using Pabbly Connect with Swipe Pages forms. Follow this detailed tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating WhatsApp messages and emails, you first need to access Pabbly Connect. Visit the Pabbly Connect website by typing Pabbly.com/connect in your browser. Once on the site, you can either sign in or create a new account.

If you are a new user, click on ‘Sign Up for Free’ to get started. Existing users should click on ‘Sign In’. After logging in, you will be directed to the Pabbly Connect dashboard where you can create your workflows.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating your tasks. Click on the ‘Create Workflow’ button in your dashboard. Name your workflow, for example, ‘Automatically Send WhatsApp Message and Email on Swipe Pages Form Submission’. Choose a folder to save your workflow, such as ‘WhatsApp Automations’.

  • Click on ‘Create’ to initiate the workflow.
  • You will see two boxes: one for Trigger and one for Action.
  • Select ‘Swipe Pages’ as your trigger application.

Once you have set up the trigger, you will be prompted to select the trigger event, which in this case is ‘New Form Submission’. This setup will allow the workflow to trigger whenever a form is submitted on Swipe Pages.

3. Connecting Swipe Pages to Pabbly Connect

To connect Swipe Pages with Pabbly Connect, you will need a webhook URL provided by Pabbly. This URL acts as a bridge between the two applications. In your Pabbly Connect workflow, copy the webhook URL and navigate to your Swipe Pages account.

In Swipe Pages, select the form you want to automate and click on ‘Integrations’. Follow these steps to set up the connection:

  • Click on ‘Get Started’ and then ‘Create New Workflow’.
  • Name your workflow and select the trigger as ‘Form Submitted’.
  • Paste the copied webhook URL in the ‘Send Webhook’ section.

After saving the changes, run a test to ensure that the webhook is correctly set up. You should see a test response in Pabbly Connect confirming the connection.

4. Sending WhatsApp Messages with AI Sensei

With the connection established, the next step is to send WhatsApp messages using AI Sensei through Pabbly Connect. In the action section of your workflow, select ‘AI Sensei’ and choose ‘Send Template Message’ as the action event.

To connect AI Sensei with Pabbly Connect, you will need to enter your API key. Follow these steps:

Log into your AI Sensei account and navigate to the API section. Copy the API key and paste it into Pabbly Connect. Complete the required fields such as campaign name and mobile number, using mapping for dynamic data.

Once you have entered all necessary details, click ‘Save and Send Test Request’ to send a WhatsApp message. You should receive a confirmation message in your WhatsApp account shortly after.

5. Sending Emails with Gmail Integration

The final step in this automation process is to send emails using Gmail through Pabbly Connect. In the action section, select ‘Gmail’ and choose ‘Send Email V1’ as the action event.

Connect your Gmail account by clicking on ‘Add New Connection’ and grant the necessary permissions. Once connected, you can set up the email parameters:

Enter the recipient’s email address using mapping from the previous response. Fill in the sender’s name and email subject. Compose the email content and personalize it using mapping.

After filling in the details, click ‘Save and Send Test Request’ to send the email. Check your Gmail account to confirm that the email has been received successfully.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages and emails using Pabbly Connect with Swipe Pages. By following the steps outlined, you can streamline your communication processes efficiently. Automating these tasks not only saves time but also enhances customer engagement.

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