Automate WhatsApp Messaging from Notion Using Pabbly Chatflow

Learn how to send WhatsApp messages automatically from Notion using Pabbly Chatflow. Follow our detailed tutorial to set up seamless communication with your leads. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Chatflow for WhatsApp Integration

To send WhatsApp messages from Notion using Pabbly Chatflow, first access the Pabbly dashboard. Go to the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and explore the features available.

Once logged in, navigate to the Pabbly Chatflow section. Here, you will find options to create automated workflows that connect various applications, including Notion. Ensure you have your Notion account ready for integration.

Creating a Workflow in Pabbly Connect

Next, to set up the automation, go to Pabbly Connect and click on the ‘Create Workflow’ button. Name your workflow something like ‘Send WhatsApp Message from Notion Automatically’ and select a suitable folder for organization.

In the workflow setup, you will define a trigger and an action. The trigger will be the addition of a new entry in your Notion database, while the action will be sending a WhatsApp message via Pabbly Chatflow. This integration allows seamless communication without manual effort.

Setting the Trigger in Notion

For the trigger application, select Notion and choose the event ‘New Database Item’. You will need to connect your Notion account by clicking on ‘Connect’ and granting necessary permissions for Pabbly to access your Notion data.

• Select the specific Notion page where new leads will be added.
• Authorize Pabbly to access this page.
• Confirm the connection and proceed to test the trigger.

This setup ensures that every time a new lead is entered into your Notion database, it will trigger the workflow in Pabbly Chatflow to send a WhatsApp message automatically.

Configuring the Action in Pabbly Chatflow

After setting up the trigger, it’s time to define the action using Pabbly Chatflow. Select it as your action application and choose the event ‘Send Template Message’. This step allows you to utilize pre-defined message templates for WhatsApp communication.

To send a message, you will need to add your WhatsApp number to Pabbly Chatflow. Make sure you have a WhatsApp Cloud API account set up. Enter the required details such as the access token and phone number ID to link your WhatsApp account.

• Create a template message in Pabbly Chatflow that will be sent to leads.
• Map the recipient’s WhatsApp number dynamically from the Notion lead entry.
• Test the action to ensure messages are sent correctly.

With this configuration, your leads will receive personalized WhatsApp messages automatically, enhancing your follow-up process and improving communication efficiency.

Testing and Activating Your Workflow

Finally, after completing the setup, it’s crucial to test your workflow. Click on the ‘Send Test Request’ button in Pabbly Connect to see if the WhatsApp message is sent successfully. Ensure that you use an active WhatsApp number for testing.

Once the tests are successful, you can activate your workflow. This means that every time a new entry is made in your Notion database, an automated WhatsApp message will be dispatched through Pabbly Chatflow without any manual intervention.

Remember, the integration will check for new entries at specified intervals, ensuring timely communication with your leads. You can monitor the status of sent messages in your Pabbly Chatflow account.

Conclusion

In this tutorial, we explored how to send WhatsApp messages automatically from Notion using Pabbly Chatflow. By setting up triggers and actions in Pabbly Connect, you can streamline your communication process and enhance lead management.