How to Send WhatsApp Messages from Outlook Email Using Pabbly Connect

Learn how to send WhatsApp messages from Outlook email using Pabbly Connect. This step-by-step tutorial covers the integration process with Outlook and WhatsApp. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages from Outlook email automatically, you start by accessing Pabbly Connect. This integration platform allows you to create automated workflows between different applications. If you’re not already a user, you can create a free account in just a few minutes.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will then need to name your workflow. For this tutorial, we will use the name ‘Send Emails from Outlook to WhatsApp Automatically’. Click on ‘Create’ to proceed.

2. Setting Up the Trigger Event with Microsoft Outlook

The next step involves setting up the trigger event in Pabbly Connect. Here, you will select Microsoft Outlook as your application. This means that whenever a new email arrives in your Outlook account, it will trigger an action to send a WhatsApp message.

• Select Microsoft Office 365 from the application list.
• Choose the trigger event as ‘New Email’.
• Click on ‘Connect’ to establish the connection with your Outlook account.

Once connected, Pabbly Connect will prompt you to log in to your Microsoft account to authorize access. After successful authorization, you can test the trigger by sending a sample email to your Outlook account. This will allow you to verify that Pabbly Connect captures the email details accurately.

3. Sending WhatsApp Messages Using Pabbly Connect

After configuring the trigger, the next step is to set up the action to send WhatsApp messages. Here, you will select the Interact application from the action options available in Pabbly Connect. This integration allows you to send WhatsApp messages based on the email details captured earlier.

• Choose ‘Send WhatsApp Template Message’ as the action event.
• Connect to your Interact account by entering your secret key.
• Provide the necessary phone number and template details.

Ensure that you have created and approved a WhatsApp template in your Interact account. This template will define how the WhatsApp message will be formatted. You can map the email details captured from Outlook into the template variables, ensuring that the information in the WhatsApp message is dynamic and personalized.

4. Applying Filters for Specific Emails

To refine the automation, you can apply filters in Pabbly Connect to ensure that only specific emails trigger WhatsApp messages. This is particularly useful if you only want to receive job-related emails.

To set up filters, click on the plus icon to add a filter condition. Here, you can specify conditions based on the email subject line or body content. For instance, you can set conditions such as:

Subject line contains keywords like ‘job vacancy’. Body contains relevant terms such as ‘apply’ or ‘resume’.

By implementing these filters, you can control which emails trigger WhatsApp notifications, ensuring that you only receive relevant messages on your WhatsApp number.

5. Finalizing the Automation Process

Once all steps are configured in Pabbly Connect, you will finalize the automation. This involves reviewing all connections, ensuring that the correct phone numbers and template codes are entered, and testing the entire workflow.

After testing, you will be able to sit back and relax as Pabbly Connect automates the process. Every time a relevant email arrives in your Outlook account, you will receive a WhatsApp message with all the necessary details.

To ensure everything works smoothly, you can send a test email from another account to see if the WhatsApp message is received as expected. This way, you can confirm that your integration is functioning correctly and that Pabbly Connect is successfully managing the automation.

Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages from Outlook email using Pabbly Connect. By following the steps outlined, you can automate your email notifications and ensure you receive important messages directly on WhatsApp. This integration streamlines communication and enhances productivity, making it a valuable tool for managing your emails efficiently.