How to Set Up Webhook Inside Chatwoot Using Pabbly Connect

Learn how to set up a webhook inside Chatwoot using Pabbly Connect to automate customer engagement tasks effectively. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect and Chatwoot

In this section, we will explore how to use Pabbly Connect to set up a webhook inside Chatwoot. Chatwoot is an open-source customer engagement platform that allows businesses to manage customer interactions across various channels. By utilizing Pabbly Connect, you can automate repetitive tasks and streamline your customer engagement processes.

Understanding the integration between Chatwoot and Pabbly Connect is crucial for effective automation. The webhook acts as a bridge, allowing data transfer between Chatwoot and other applications whenever a specific event occurs. This tutorial will guide you through the steps needed to establish this connection.

2. Setting Up Webhook in Chatwoot Using Pabbly Connect

To begin, you need to access your Chatwoot account and navigate to the settings. Here, you will find the integration options where you can set up a webhook. The process starts by selecting the trigger application as Chatwoot within Pabbly Connect.

• Go to the settings in Chatwoot.
• Select the Integrations option from the left menu.
• Click on the Webhook option and then on Add New Webhook.

After clicking on Add New Webhook, you will need to paste the webhook URL provided by Pabbly Connect. Set the event to ‘Conversation Created’ to capture the necessary data when a new conversation starts. Once you click on Create Webhook, the setup will be complete.

3. Testing the Webhook Connection with Pabbly Connect

After setting up the webhook, the next step is to test the connection. This involves creating a test conversation in Chatwoot, which will trigger the webhook. Open your website where the Chatwoot chatbot is integrated and initiate a conversation to send a message.

As you send a message, ensure that you include details such as:

• User’s first name
• User’s last name
• Email address
• Phone number

Once the message is sent, return to Pabbly Connect to check if the response has been captured successfully. You should see the details of the conversation displayed, confirming that the integration is working.

4. Automating Tasks Using Pabbly Connect

With the webhook successfully set up and tested, you can now automate various tasks using Pabbly Connect. For instance, you can create records in Google Sheets for every conversation initiated. This helps in maintaining a systematic database of potential leads.

To automate the process, follow these steps:

Select Google Sheets as the action application in Pabbly Connect. Choose the action event to create a new row. Map the fields from Chatwoot to corresponding columns in Google Sheets.

This automation will ensure that every time a new conversation is created in Chatwoot, the details are automatically recorded in Google Sheets, allowing for better tracking and follow-up.

5. Conclusion on Setting Up Webhook Inside Chatwoot

In conclusion, setting up a webhook inside Chatwoot using Pabbly Connect is a straightforward process that significantly enhances customer engagement automation. By following the steps outlined in this tutorial, you can efficiently capture lead information and manage customer interactions seamlessly.

Utilizing Pabbly Connect not only automates data transfer between Chatwoot and Google Sheets but also opens up possibilities for further integrations with other applications. This ensures that your customer engagement strategy is both effective and efficient.