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Automate WhatsApp Notifications with Pabbly Connect and Pabbly Email Marketing

Learn how to automate WhatsApp notifications using Pabbly Connect and Pabbly Connect in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To begin automating WhatsApp notifications, first access Pabbly Connect by visiting their website. Here, you can create a free account which will allow you to utilize 100 free tasks for testing your automation. Once signed up, log in to reach your dashboard.

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘WhatsApp Notifications Automation’. This will help you identify the workflow easily in the future.

2. Trigger Setup with Typeform

In this section, we will set up Typeform as the trigger application in Pabbly Connect. Select Typeform from the app dropdown and choose the trigger event as ‘New Entry’. This means that every time a new form submission occurs, it will trigger the automation.

Select Typeform as the application.
Choose ‘New Entry’ as the trigger event.
Connect your Typeform account by following the prompts.

After connecting your Typeform account, you will need to test the trigger by submitting a dummy entry. This will allow Pabbly Connect to capture the data from the form submission, which will be used in the subsequent steps.

3. Integrating WhatsApp Cloud API

Next, we will integrate the WhatsApp Cloud API using Pabbly Connect. Select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’. This integration allows you to send automated messages to users via WhatsApp.

To connect, you will need to provide your WhatsApp Cloud API credentials, including your token, phone number ID, and WhatsApp Business Account ID. These can be obtained from the WhatsApp developer portal. Make sure to use a permanent access token for continuous operations.

Select WhatsApp Cloud API as the action application.
Choose ‘Send Template Message’ as the action event.
Provide the necessary credentials to connect.

Once connected, you will need to create a message template that has been approved by WhatsApp. This template will be used to format the messages sent to users based on their form submissions.

4. Final Steps and Testing the Automation

With both Typeform and WhatsApp Cloud API set up, it’s time to map the data. In the WhatsApp message template, you can include dynamic fields such as the user’s name and other relevant information collected from the Typeform submission.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ in Pabbly Connect. This will send a test message to the WhatsApp number provided in the form submission. Ensure that you check the recipient’s WhatsApp to confirm that the message has been delivered successfully.

5. Conclusion

In conclusion, using Pabbly Connect to automate WhatsApp notifications streamlines communication with your customers. By integrating Typeform and WhatsApp Cloud API, you can efficiently send important updates and notifications with ease. Automating these processes 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.