How to Set Up a WhatsApp Chatbot Using Pabbly Connect

Learn to set up a WhatsApp chatbot using Pabbly Connect with this step-by-step tutorial. Integrate Google Sheets and WhatsApp Cloud API seamlessly. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Chatbot

To set up a WhatsApp chatbot, first access Pabbly Connect by visiting its homepage. You can sign in if you already have an account or click on the ‘Sign Up for Free’ button to create a new account. After signing up, you will receive 100 free tasks every month to explore the platform.

Once logged in, navigate to the dashboard where you can create workflows. Click on the ‘Create Workflow’ option and name your workflow, for example, ‘Send WhatsApp Message from Google Sheets.’ Select a folder to organize your workflow, and click on ‘Create’ to proceed.

2. Integrating Google Sheets with Pabbly Connect

To automate sending WhatsApp messages, we will integrate Google Sheets with Pabbly Connect. Start by selecting Google Sheets as your trigger application. The trigger event will be ‘New or Updated Spreadsheet Row,’ allowing the workflow to activate whenever a new row is added to your sheet.

Follow these steps to set up the integration:

• Open your Google Sheets and click on Extensions.
• Select Add-ons and click on ‘Get Add-ons’ to install Pabbly Connect Webhook.
• After installation, refresh your spreadsheet and navigate to Extensions > Pabbly Connect Webhooks.
• Set up the initial configuration by entering the Webhook URL and trigger column.

After completing these steps, test the connection by sending a test response from Google Sheets to Pabbly Connect. If successful, you will see the test data reflected in your Pabbly dashboard, confirming the integration.

3. Sending WhatsApp Messages via Pabbly Connect

Now that Google Sheets is integrated with Pabbly Connect, the next step is to send WhatsApp messages. Select WhatsApp Cloud API as the action application in your workflow. Choose the action event ‘Send Template Message’ to initiate the message sending process.

To set up the WhatsApp connection, you must enter the following details:

• Temporary Access Token
• Phone Number ID
• WhatsApp Business Account ID

Once you have entered these details, select the template you created earlier for sending discount offers. Map the recipient’s mobile number from the Google Sheets data to ensure the message is personalized for each customer. Finally, click ‘Save and Send Test Request’ to verify that the message is sent successfully.

4. Setting Up Automated Replies to Customer Messages

After sending WhatsApp messages, the next step is to set up automated replies for incoming messages from customers. Create a new workflow in Pabbly Connect named ‘WhatsApp Chatbot Part Two’ and select WhatsApp Cloud API as the trigger application.

For this workflow, choose the trigger event ‘Message Notification’. This will allow you to capture any incoming messages from customers. Copy the Webhook URL provided by Pabbly Connect and paste it into the WhatsApp Cloud API settings for verification.

To filter incoming messages, add a filter action in your workflow. Set the condition to check if the message received is from a customer. If the condition is met, use a lookup table to determine the appropriate reply based on the customer’s response. Map the customer’s reply to send customized messages for different inputs (1, 2, or 3).

5. Conclusion

In this tutorial, we successfully set up a WhatsApp chatbot using Pabbly Connect to automate customer interactions. By integrating Google Sheets and WhatsApp Cloud API, we created a seamless communication flow that enhances customer engagement. With automation, businesses can efficiently manage marketing campaigns and respond to customer inquiries without manual effort.

This setup not only improves operational efficiency but also personalizes customer experiences, ultimately driving sales and customer satisfaction. Explore more automations with Pabbly Connect to maximize your business potential.