Learn how to send WhatsApp messages from Notion using Pabbly Chatflow automatically. Follow this step-by-step guide to streamline your communication with leads. Master conversational marketing with practical techniques for creating chatbots that engage visitors at exactly the right moment in their journey.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Chatflow for Integration
To send WhatsApp messages from Notion using Pabbly Chatflow, the first step is to access the Pabbly platform. You can do this by visiting the Pabbly Connect website and signing in or creating a new account.
Once logged in, navigate to the dashboard where you can find all Pabbly applications. Click on Pabbly Chatflow to begin setting up your WhatsApp messaging integration. Ensure you have your WhatsApp Cloud API details ready for the next steps.
2. Creating a Workflow in Pabbly Chatflow
Next, you need to create a new workflow in Pabbly Chatflow. Click on the ‘Create Workflow’ button, and name your workflow something like ‘Send WhatsApp Message from Notion Automatically’. Choose a folder for organization, such as ‘WhatsApp Marketing’.
- Click on the ‘Create’ button after naming your workflow.
- Select the trigger application as ‘Notion’.
- Set the action application as ‘Pabbly Chatflow’.
This setup allows you to define triggers and actions. The trigger will be when a new lead is added to your Notion database, and the action will be to send a WhatsApp message using Pabbly Chatflow.
3. Configuring the Notion Trigger
For the trigger, select ‘New Database Item’ in Notion. This means that every time a new lead is added, it will activate the workflow. Click on ‘Connect’ to establish a connection between Notion and Pabbly Chatflow.
You will be prompted to allow access to your Notion account. Select the appropriate database, such as ‘New Leads Prime’, and click ‘Save and Send Test Request’. This will ensure that the integration is working correctly and that data can flow from Notion to Pabbly Chatflow.
4. Setting Up WhatsApp Action in Pabbly Chatflow
After successfully configuring the Notion trigger, the next step is to set up the WhatsApp action. Select ‘Send Curl Request’ as the action event in Pabbly Chatflow. This is where you will send the WhatsApp message.
- Enter your WhatsApp Cloud API details, including access token and phone number ID.
- Map the phone number from the response received from Notion.
- Customize the message body using variables for personalization.
This configuration allows Pabbly Chatflow to send personalized messages automatically to each new lead based on their details captured from Notion.
5. Testing and Launching Your Integration
Once your workflow is set up, it is crucial to test the integration. Click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent correctly. Check the inbox in Pabbly Chatflow to confirm that the message appears as expected.
After successful testing, your integration is ready to go live. Every time a new lead is added to your Notion database, a WhatsApp message will be sent automatically using Pabbly Chatflow. This automation saves time and enhances communication with your leads.
Conclusion
Integrating Notion with Pabbly Chatflow allows you to automate WhatsApp messaging to leads effectively. By following these steps, you can streamline communication and enhance your business operations effortlessly.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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