Learn how to automate your WhatsApp messaging using Pabbly Connect. Follow this detailed guide to streamline communication with customers and leads seamlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Automation

To start automating WhatsApp using Pabbly Connect, first open your browser and search for Pabbly Connect. You will arrive at the landing page where you can either sign in or sign up for free.

If you don’t have an account, click on ‘Sign Up for Free’. This process takes only about two minutes and gives you access to 100 free tasks every month. Once signed in, click on the ‘Access Now’ button under Pabbly Connect to enter your dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear prompting you to name your workflow. Name it ‘Automate WhatsApp using Pabbly Connect’.

  • Select the folder where you want to save the workflow.
  • Choose the appropriate folder like ‘WhatsApp Cloud API’.
  • Click on ‘Create’ to proceed.

This action will take you to the workflow setup window where you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the workflow, while the action is what happens as a result.

3. Setting Up WhatsApp Cloud API as a Trigger

In this section, you will set up WhatsApp Cloud API as your trigger in Pabbly Connect. Start by searching for ‘WhatsApp Cloud API’ in the trigger application section.

Once selected, choose the trigger event as ‘Message Notification’. You will need to connect your WhatsApp Cloud API account with Pabbly Connect. This requires setting up a WhatsApp Cloud API account, which includes obtaining a verification token and callback URL.

  • Copy the V URL provided by Pabbly Connect.
  • Paste this URL into the callback URL section of your WhatsApp Cloud API account.
  • Verify the token and save your settings.

After setting up the trigger, you will be able to receive messages from customers automatically through WhatsApp.

4. Adding Actions to Your Pabbly Connect Workflow

Now that you have set up WhatsApp Cloud API as your trigger, it’s time to add actions to your workflow in Pabbly Connect. For instance, if you want to save incoming messages to Google Sheets, search for Google Sheets in the action application section.

Select the action event as ‘Add Row’. Connect your Google Sheets account with Pabbly Connect by providing the necessary details such as the spreadsheet ID and worksheet name. This allows you to map the incoming WhatsApp messages into specific columns in your Google Sheet.

Map the fields from the WhatsApp response to the corresponding columns in your Google Sheet. Ensure to include details like customer name and message content.

Once you have mapped all necessary fields, click on ‘Save’ to finalize this action. This integration will ensure that every time a message is received on WhatsApp, it will be recorded in your Google Sheets automatically.

5. Sending Messages via WhatsApp Using Pabbly Connect

In addition to receiving messages, Pabbly Connect allows you to send messages through WhatsApp. To set this up, you will create another action in your workflow. Again, select WhatsApp Cloud API as your action application.

Choose the action event as ‘Send Template Message’. For this, you will need to create a message template in your WhatsApp Cloud API account. Ensure your template is approved by Meta before using it in your workflow.

Fill in the required fields like template ID and recipient’s mobile number. Use dynamic mapping to personalize messages based on the recipient’s details from Google Sheets.

After setting this up, every time a new entry is added in Google Sheets, a WhatsApp message will be automatically sent to the corresponding recipient, enhancing your communication efficiency.

Conclusion

In conclusion, automating WhatsApp messaging using Pabbly Connect streamlines communication with customers and leads. By following this tutorial, you can efficiently manage interactions, ensuring timely responses and improved customer satisfaction.

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