How to Share WhatsApp Messages on Microsoft Teams Using Pabbly Connect

Learn how to seamlessly share WhatsApp messages on Microsoft Teams using Pabbly Connect. Follow this step-by-step guide for integration. 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. Accessing Pabbly Connect for Integration

To share WhatsApp messages on Microsoft Teams, you first need to access Pabbly Connect. This platform simplifies the integration process between various applications, including WhatsApp and Microsoft Teams.

To get started, visit the Pabbly Connect website and either sign in or create a new account. If you are new, signing up is quick and free, allowing you to utilize 100 tasks monthly without any charge.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you’ll need to create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, such as ‘Share WhatsApp Messages on MS Teams’.

• Select the folder to save your workflow.
• Click on ‘Create’ to proceed to the workflow setup.

In this workflow, you will set up a trigger and an action. The trigger will be the WhatsApp Cloud API, while the action will be sending a message to Microsoft Teams.

3. Setting Up Trigger with WhatsApp Cloud API

The next step is to configure the trigger in Pabbly Connect. Choose WhatsApp Cloud API as your trigger application and select the event type as ‘Message Notification’. This event will activate whenever a new message is received.

You will need to copy the webhook URL provided by Pabbly Connect and set it in your WhatsApp Cloud API account. This connection allows Pabbly Connect to receive messages from WhatsApp.

• Open your WhatsApp Cloud API account and navigate to the webhook settings.
• Paste the copied webhook URL and verify it with the provided token.

After verifying the webhook, you can test it to ensure it is functioning correctly. If successful, you will receive a test message in Pabbly Connect, confirming the connection is active.

4. Configuring Action to Send Message in MS Teams

Now that your trigger is set up, it’s time to configure the action in Pabbly Connect. Select Microsoft Teams as your action application and choose the event ‘Send Message in a Channel’. This will allow you to send messages directly to your team channel.

Connect Microsoft Teams with Pabbly Connect by clicking ‘Add New Connection’. You will need to grant access to your Teams account for this integration to work.

Select the appropriate team and channel where you want to send the messages. Map the details from WhatsApp, including the message content, customer name, and phone number.

After filling in these details, click ‘Save and Send Test Request’. If everything is configured correctly, a message will appear in your selected Microsoft Teams channel.

5. Testing and Verifying the Integration

With the integration set up, it’s crucial to test the entire workflow to ensure it works as intended. Send a message to your WhatsApp Business account and check if it appears in the specified Microsoft Teams channel.

When you receive a message, it should automatically trigger the workflow in Pabbly Connect, sending the message details to your team. This seamless integration allows for efficient communication and quick responses to customer inquiries.

In summary, you have successfully created a workflow that captures WhatsApp messages and shares them on Microsoft Teams using Pabbly Connect. This integration enhances team collaboration and improves customer service efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to share WhatsApp messages on Microsoft Teams. By following these steps, you can automate communication and enhance your team’s responsiveness to customer inquiries.