How to Send WhatsApp Messages to Salesmate Contacts Using Pabbly Connect

Learn to integrate WhatsApp with Salesmate using Pabbly Connect for automated messaging. Follow our step-by-step guide for seamless communication. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to Salesmate contacts, we will use Pabbly Connect. First, access Pabbly Connect by visiting the official website and signing in or signing up if you are a new user. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create workflows.

After accessing Pabbly Connect, locate the ‘Create Workflow’ button in the top right corner. Click on it to start the integration process. You will be prompted to name your workflow, which we will call ‘Send WhatsApp Message to Salesmate Contact’ before proceeding.

2. Setting Up the Trigger in Pabbly Connect

The trigger in our automation will be the creation of a new contact in Salesmate. In Pabbly Connect, select Salesmate as your trigger application. Choose the event labeled ‘New Contact’ to initiate the workflow whenever a new contact is added.

• Choose Salesmate as the trigger application.
• Select ‘New Contact’ as the trigger event.
• Copy the provided webhook URL for the next steps.

Next, navigate to your Salesmate account. Go to your profile, then to the setup section. Under Automation, select Workflow Management and create a new rule. Name the rule (e.g., WhatsApp Message) and set it to execute when a new contact is created. This will link your Salesmate account with Pabbly Connect.

3. Connecting Salesmate to Pabbly Connect

In your Salesmate workflow, you will call the webhook by selecting ‘Call Webhooks’ as your action. Enter the webhook URL copied from Pabbly Connect and set the method to POST. This step is crucial for linking the two applications.

• Paste the webhook URL in the URL to notify field.
• Select ‘POST’ as the method.
• Configure the body with the necessary keys: first name, last name, email, and phone number.

Once you have configured the webhook, save the changes. You will now be able to test the integration. Submit a new lead form in Salesmate to trigger the webhook and ensure it communicates with Pabbly Connect successfully.

4. Setting Up WhatsApp Cloud API Action in Pabbly Connect

After setting up the trigger, it’s time to define the action. Select WhatsApp Cloud API as your action application in Pabbly Connect and choose the action event ‘Send Template Message’. This action will send a WhatsApp message to the new contact created in Salesmate.

To connect your WhatsApp Cloud API, you will need a token, phone number ID, and WhatsApp business account ID. These can be obtained from your WhatsApp Cloud API setup. Enter these details in Pabbly Connect to establish the connection.

Next, select the template you want to use for the message. Ensure that the template is set up correctly in your WhatsApp Cloud API account, and remember to map the recipient’s mobile number and any dynamic fields, like the first and last name, to personalize the message.

5. Testing the Automation with Pabbly Connect

Once everything is set up, it’s crucial to test the automation. Submit a new lead form with the required details in Salesmate. After submission, check Pabbly Connect for a successful response indicating the WhatsApp message was sent.

If the test is successful, you should see the message on WhatsApp. This confirms that the integration between Salesmate and WhatsApp via Pabbly Connect is functioning as intended. You can now automate your communication with new contacts seamlessly.

Repeat the test with different contact details to ensure consistency and reliability. With this setup, every time a new contact is created in Salesmate, a personalized WhatsApp message will be sent automatically.

Conclusion

In this tutorial, we demonstrated how to send WhatsApp messages to Salesmate contacts using Pabbly Connect. This integration automates communication, ensuring timely outreach to new contacts. With the steps outlined, you can set up this process easily and enhance your customer engagement.