How to Send Email Attachments to WhatsApp Using Pabbly Connect

Learn how to send email attachments to WhatsApp using Pabbly Connect. Follow this step-by-step guide for seamless Gmail WhatsApp integration and automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending email attachments to WhatsApp, you need to access Pabbly Connect. First, visit the Pabbly Connect landing page. Existing users can sign in, while new users should click on the ‘Sign Up for Free’ button to create an account. Upon signing up, you will receive 100 free tasks each month, which is ideal for testing integrations.

Once logged in, navigate to the ‘All Applications’ page and click on ‘Access Now’ under Pabbly Connect. This action takes you to your dashboard where you can create a new workflow for your integration.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, locate the ‘Create Workflow’ button on the right-hand corner. Click on it to open a dialog box where you can name your workflow. For this integration, name it ‘Send Email Attachments to WhatsApp’ and select the folder ‘WhatsApp’ to save it.

• Click on ‘Create’ to finalize your workflow setup.
• You will be directed to a window that displays the trigger and action setup.

In this window, you will configure the trigger and action for your workflow. This is where Pabbly Connect plays a crucial role in automating the process of sending attachments from Gmail to WhatsApp.

3. Setting Up Trigger and Action in Pabbly Connect

To set up your workflow, begin with the trigger application. Select ‘Email Parser’ from the trigger options in Pabbly Connect. This feature captures emails sent to your designated email address, allowing you to automate the process of sending attachments.

Next, for the action application, choose ‘WTI’ to send the email attachments via WhatsApp. Select the action event ‘Send Template Message’. This setup ensures that whenever you receive a new email with an attachment, it will be sent to WhatsApp automatically.

4. Configuring Email Parser in Pabbly Connect

To configure the Email Parser in Pabbly Connect, you will need to set up a forwarding address in your Gmail account. Go to your Gmail settings, navigate to ‘Forwarding and POP/IMAP’, and add the forwarding address provided by Pabbly Connect. This allows emails to be captured automatically.

• After adding the forwarding address, confirm it by clicking the link sent to your Pabbly Connect email parser.
• Once confirmed, set Gmail to forward incoming emails to this address.

Now, every time you receive an email with an attachment, it will be captured in Pabbly Connect. This is a crucial step in automating the sending of email attachments to WhatsApp.

5. Connecting WTI to Send WhatsApp Messages

After setting up the Email Parser, the next step is to connect WTI in Pabbly Connect. Click on the ‘Connect’ button to establish a new connection. You will need to enter the API endpoint and access token provided by WTI.

Once you have entered these details, click on ‘Save’ to finalize the connection. Now, specify the WhatsApp number to whom you want to send the email attachment. You can use a dummy number for testing purposes, but ensure to replace it with the actual number before going live.

To complete the setup, select the template you created in WTI that corresponds to the email attachment. This template will include dynamic parameters that change based on the email received, ensuring that the correct information is sent each time.

Conclusion

Integrating Gmail with WhatsApp using Pabbly Connect allows you to automate the sending of email attachments effortlessly. By following these steps, you can ensure that every time you receive an email with an attachment, it is sent to WhatsApp automatically, enhancing your workflow and productivity.