Automate WhatsApp Messages for Educational Services with Pabbly Connect

Learn how to automate WhatsApp messages for Educational Services using Pabbly Connect. Step-by-step guide to streamline your inquiries and enhance lead nurturing. 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. Accessing Pabbly Connect for WhatsApp Integration

To start automating WhatsApp messages for Educational Services, first access Pabbly Connect. Open your browser and search for Pabbly Connect’s landing page. Here, you will find options to sign in or sign up for free.

If you are a new user, click on ‘Sign Up for Free’ to receive 100 tasks free every month. Existing users should click on ‘Sign In’ to access their dashboard. Once logged in, you can start creating workflows to connect different applications.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to your dashboard. Click on the ‘Create Workflow’ button to start setting up your automation. You will need to name your workflow and select a folder to save it in.

• Select a name for your workflow, such as ‘Send Automated WhatsApp Message for Educational Service Leads’.
• Choose a folder for organization, like ‘Automations’.
• Click ‘Create’ to proceed to the workflow window.

In the workflow window, you will set a trigger and action. The trigger application will be Indi M, and the trigger event will be ‘New Leads’. This setup allows you to automate responses to inquiries.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, search for Indi M in the trigger application. Select it and choose the trigger event ‘New Leads’. This event will activate your automation whenever a new lead is received.

After selecting the event, Pabbly Connect will provide you with a webhook URL. Copy this URL and follow the instructions provided in the help text to connect your Indi M account. This involves logging into your Indi M account and navigating to the Lead Manager section.

• Open the Lead Manager in Indi M.
• Select ‘Import/Export Leads’ from the menu.
• Click on ‘Push API’ and select ‘Other’ as the source.
• Enter ‘Pabbly Connect’ as the CRM platform name and paste the copied webhook URL.

After saving these details, you will need to generate an OTP to finalize the connection. This step ensures that your Indi M account is successfully integrated with Pabbly Connect.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. For the action application, select WhatsApp by ASNC and choose the action event ‘Send Template Message’. This allows you to send automated WhatsApp messages to your leads.

Next, connect your WhatsApp account by entering the API key obtained from your WhatsApp by ASNC account. Navigate to the manage section in your WhatsApp account to generate this key. Once connected, you can select the campaign name associated with your message template.

Choose the campaign name you created in your WhatsApp account. Map the mobile number and lead name from the trigger response. Add any template parameters needed for personalization.

This setup allows Pabbly Connect to send personalized messages automatically whenever a new lead is generated through Indi M.

5. Testing the Integration in Pabbly Connect

To ensure everything is working correctly, perform a test submission through your Indi M account. This step generates a dummy lead that Pabbly Connect will capture. After submitting the lead details, check your workflow in Pabbly Connect to see if the response has been recorded.

Once you confirm that the workflow has captured the lead details, you can test the WhatsApp message functionality. Click on ‘Save and Send Test Request’ to send a test message to the lead’s WhatsApp number. Verify that the message is received and that it includes the personalized content.

With this, you will have successfully set up an automated WhatsApp messaging system for your Educational Services using Pabbly Connect. This automation not only saves time but also improves lead nurturing, resulting in higher conversion rates.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages for Educational Services using Pabbly Connect. By setting up triggers and actions, you can streamline your communication with leads and enhance your overall service quality. Automating these processes leads to better engagement and higher conversion rates.