Learn how to automate WhatsApp messaging for FlexiFunnels purchases using Pabbly Connect. Step-by-step guide to set up WhatsApp Cloud API integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To send and receive WhatsApp messages upon purchases in FlexiFunnels, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get access to 100 free tasks each month.

Once logged in, you will see the dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This will direct you to the main dashboard where you can create a new workflow for your automation.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the button to create a new workflow. Name your workflow something descriptive, like ‘Send and Get WhatsApp Message on FlexiFunnels Purchase using WhatsApp Cloud API’. Choose a folder to save your workflow, such as ‘WhatsApp Automations’.

  • Click on the ‘Create’ button to finalize the workflow setup.
  • You will see two sections: Trigger and Action.
  • Set up your Trigger first, which will be FlexiFunnels.

After naming and saving your workflow, proceed to set your Trigger. This is where Pabbly Connect captures the event of a new purchase made through FlexiFunnels.

3. Setting Up the Trigger for FlexiFunnels

The next step in Pabbly Connect is to set up the trigger. Select ‘FlexiFunnels’ as your trigger application and choose ‘New Purchase’ as the trigger event. This tells Pabbly Connect to listen for new purchases made through FlexiFunnels.

Pabbly Connect will then provide you with a unique webhook URL. Copy this URL, as you will need it to connect FlexiFunnels to Pabbly Connect. Now, go to your FlexiFunnels account and find the product you want to connect.

  • Edit the product and find the option to set rules.
  • Set the rule to trigger when a product is purchased.
  • Paste the webhook URL into the designated field.

After saving these settings, your FlexiFunnels account will now send purchase data to Pabbly Connect whenever a purchase is made.

4. Setting Up the Action to Send WhatsApp Messages

With the trigger set, it’s time to configure the action in Pabbly Connect. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event. This will allow you to send a message to the customer after their purchase.

Click on the connect button to link your WhatsApp Cloud API with Pabbly Connect. You will need to enter your access token, phone number ID, and WhatsApp business account ID to establish this connection.

Ensure you have created a message template in WhatsApp Cloud API. Map the recipient’s mobile number using the data from the previous step. Fill in the body fields with variables such as customer name and order details.

After configuring the message details, test the integration by sending a message to your WhatsApp. If successful, you will receive a confirmation message on WhatsApp, indicating that the setup is complete.

5. Finalizing the Setup for Notifications

To complete your automation, you will want to set up another action in Pabbly Connect to receive notifications for new orders. Again, select ‘WhatsApp Cloud API’ and the same action event, ‘Send Template Message’. This time, you will set it up to send a notification to yourself.

Enter your mobile number in the recipient field and map the necessary variables just like you did for the customer message. This will allow you to receive updates about new orders directly on WhatsApp.

Use the same template for notifications, ensuring it contains all relevant order details. Test the notification setup to ensure you receive alerts for new orders.

Once both actions are set up, you will have a fully automated workflow using Pabbly Connect that sends WhatsApp messages to customers and notifies you of new purchases.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messaging for FlexiFunnels purchases using Pabbly Connect. By setting up triggers and actions, you can efficiently manage customer communications and stay updated on new orders, enhancing your business operations.

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