Learn how to automate WhatsApp messages to Salesmate contacts using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to Salesmate contacts, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage at the specified URL. If you’re a new user, click on the ‘Sign Up Free’ option to create your account, which gives access to free tasks each month.

If you already have an account, simply click on ‘Sign In’ to log in. After logging in, you’ll be directed to the Pabbly Connect dashboard, where you can create workflows to automate your processes.

2. Creating a Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, you can create a new workflow for sending WhatsApp messages. Click on the ‘Create Workflow’ button located at the top right corner. In the dialog box that appears, name your workflow (for example, ‘Send WhatsApp Message to Salesmate Contact’) and select your desired folder.

  • Click on ‘Create’ to initiate your workflow.
  • Choose your trigger application as Salesmate and trigger event as New Contact.
  • Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will use it to connect your Salesmate account with Pabbly Connect. This setup is crucial for automating the WhatsApp messaging process.

3. Setting Up Salesmate for Integration

To connect your Salesmate account to Pabbly Connect, log into your Salesmate account and navigate to your profile. Click on ‘Setup’, then select ‘Automation’ followed by ‘Workflow Management’. Here, you can create a new rule for sending WhatsApp messages.

  • Name your rule (e.g., ‘WhatsApp Message’).
  • Select ‘Create’ under Execute On to trigger the rule when a new contact is created.
  • Skip any additional conditions and proceed to actions.

In the actions section, choose ‘Call Webhooks’ and provide a name for your webhook. Set the method to POST and paste the copied webhook URL from Pabbly Connect. This step ensures that whenever a new contact is added, the webhook will notify Pabbly Connect.

4. Configuring WhatsApp Cloud API in Pabbly Connect

Next, you need to set up the action application in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as your action event. Click on ‘Connect’ to establish a new connection.

To connect, you will need to input your WhatsApp Cloud API details, including the temporary access token, phone number ID, and WhatsApp business account ID. These details can be obtained from your WhatsApp Cloud API setup in the Meta for Developers platform.

Copy the temporary access token and paste it into Pabbly Connect. Enter the phone number ID and WhatsApp business account ID. Select the desired message template you created in WhatsApp Cloud API.

By completing this configuration, Pabbly Connect will be able to send WhatsApp messages using the specified template whenever a new contact is created in Salesmate.

5. Testing the Integration

After setting up everything, it’s time to test your integration. Go back to your Salesmate account and submit a new contact form with dummy data. Ensure that you fill in the first name, last name, email, and phone number fields accurately.

Once submitted, return to Pabbly Connect to check if the webhook received the response. If successful, you should see the details of the new contact. Next, test the WhatsApp message by clicking on ‘Save and Send Test Request’ in Pabbly Connect.

Confirm that the message status is accepted. Check your WhatsApp for the received message. Repeat the process with different contact details to ensure reliability.

With this final step, you have successfully integrated WhatsApp with Salesmate using Pabbly Connect. The automation will now work seamlessly for every new contact created.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages to Salesmate contacts using Pabbly Connect. By following the precise steps outlined, you can ensure effective communication with your contacts through WhatsApp, enhancing your engagement and customer service.

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