Automate WhatsApp Messages to New Leads with Pabbly Connect

Learn how to automate WhatsApp messages to new leads using Pabbly Connect, Simply, and Interact. Follow our step-by-step 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 Automation

To begin using Pabbly Connect for automation, first, access the platform. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users should click on ‘Sign In’. Once logged in, navigate to the Pabbly Connect dashboard.

On the dashboard, you will find options to create workflows. Click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send WhatsApp Message to Sula Leads’, and select a folder to save it. After naming, click on ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our workflow in Pabbly Connect. Select ‘Sula’ as your trigger application and choose ‘New Lead’ as the trigger event. This means that every time a new lead is generated in Sula, the workflow will activate.

• Select Sula as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Copy the provided webhook URL.
• Send the URL to your Sula account manager for configuration.

After sending the webhook URL, you will receive a response containing lead information such as name, email, and phone number. This response will be used in the next steps of the automation.

3. Sending WhatsApp Messages Using Pabbly Connect

With the trigger set up, the next step is to send WhatsApp messages using Pabbly Connect. For this, select ‘Interact’ as the action application and choose ‘Send WhatsApp Template Message’ as the action event. This integration allows you to send messages automatically to new leads.

Click on ‘Connect’ and create a new connection by entering the secret key from your Interact account. This key is found in the settings section of Interact. Once connected, you can map the lead’s phone number and other details to personalize the message.

• Select Interact as the action application.
• Choose ‘Send WhatsApp Template Message’ as the action event.
• Map the phone number from the Sula response.
• Enter the template code name and language code.

After filling in all necessary fields, click on ‘Save and Send Test Request’. If the setup is correct, you will receive a confirmation that the message has been sent successfully.

4. Testing and Verifying the Integration

Once the WhatsApp message is sent, it’s crucial to test the integration to ensure everything works smoothly with Pabbly Connect. Check the WhatsApp account associated with the lead’s phone number to verify receipt of the message.

If the message appears correctly, it confirms that the integration is set up properly. Each time a new lead is generated in Sula, the WhatsApp message will automatically be sent, personalized with the lead’s information.

To further verify, you can run multiple tests by generating new leads in Sula. Ensure that the messages are sent correctly and that all information is accurately mapped. This will help in identifying any potential issues in the workflow.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages to new leads generated through Sula. By following the steps outlined, you can efficiently set up this integration and enhance your communication with potential clients.