How to Send Automated WhatsApp Messages to OptinMonster Leads Using Pabbly Connect

Learn how to automate WhatsApp messages for OptinMonster leads using Pabbly Connect. Step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send automated WhatsApp messages to OptinMonster leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in with your existing account or signing up for a free trial.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the option that says ‘Access Now’ under Pabbly Connect. This platform is essential for integrating your applications seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Automated WhatsApp Message to OptinMonster Lead,’ and choose a folder to save it in. using Pabbly Connect

• Click on ‘Create’ to set up your workflow.
• This will take you to the workflow window where you can set triggers and actions.

In this window, select OptinMonster as your trigger application. Choose the trigger event as ‘New Lead’. This setup ensures that whenever a new lead is captured in your OptinMonster account, it will initiate the workflow to send a WhatsApp message automatically.

3. Connecting OptinMonster to Pabbly Connect

To connect OptinMonster to Pabbly Connect, you will be provided with a webhook URL after selecting the trigger event. Copy this URL as it will be used to create a connection in your OptinMonster account.

Log in to your OptinMonster account and navigate to the form you want to automate. Go to the ‘Integrations’ section, and click on ‘Add New Integration’. Select ‘Webhook’ and paste the copied URL into the appropriate field.

• Name your webhook (e.g., WhatsApp Message).
• Click on ‘Connect to Webhook’ to finalize the setup.

Once connected, return to Pabbly Connect and test the webhook to ensure the connection is successful. This step is crucial for capturing lead information in real-time.

4. Integrating WhatsApp with Pabbly Connect

Now, it’s time to set up the action step in your workflow using Pabbly Connect. For the action application, select ‘WhatsApp Cloud API’ and choose the action event as ‘Send Template Message’. This allows you to send personalized messages to new leads.

When prompted, you will need to create a new connection to your WhatsApp account. You will be required to enter your WhatsApp Cloud API token, phone number ID, and WhatsApp business account ID. These details are critical for ensuring messages are sent correctly.

Make sure to copy these details from your API setup. Click ‘Save’ to establish the connection.

After saving, select the template you want to use for your WhatsApp message. This template will define the content your leads will receive. Make sure to map the recipient’s mobile number and personalize the message body using variables from the previous step.

5. Testing the Automated Workflow

To confirm that your setup works, do a test submission through your OptinMonster form. This action should trigger the workflow in Pabbly Connect, sending a WhatsApp message to the lead’s phone number.

Check your WhatsApp to see if the message has been received. If successful, you will see the personalized message with the lead’s name. This indicates that the workflow is functioning as intended.

For further testing, repeat the form submission with different details to ensure the automation works consistently. Each new lead should trigger the workflow, demonstrating the seamless integration between OptinMonster and WhatsApp via Pabbly Connect.

Conclusion

In this tutorial, we explored how to send automated WhatsApp messages to OptinMonster leads using Pabbly Connect. By following these steps, you can easily set up an effective communication channel with your leads, enhancing your marketing efforts.