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 tutorial for easy 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 allows you to automate and integrate various applications effortlessly. Start by visiting the Pabbly website and either signing in or creating a new account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the connection between WhatsApp Cloud API and Microsoft Teams. Click on the ‘Create Workflow’ button to begin your integration process.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically designed to share WhatsApp messages on Microsoft Teams. After clicking on ‘Create Workflow’, name your workflow accordingly, such as ‘Share WhatsApp Messages on MS Teams’. This helps in identifying your workflow later. using Pabbly Connect

• Name your workflow to reflect its purpose.
• Select the folder for easy organization.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will be taken to a new screen where you can set up the trigger and action. The trigger will be WhatsApp Cloud API, which will initiate the workflow when a new message is received. This is the first step in automating your message sharing process.

3. Setting Up Trigger and Action in Pabbly Connect

In this section, you will set up the trigger for your workflow. Select ‘WhatsApp Cloud API’ as your trigger application. Then, choose the trigger event as ‘Message Notification’. This event will activate whenever a new message is sent or received on WhatsApp.

Next, you need to connect the WhatsApp Cloud API with Pabbly Connect. To do this, copy the webhook URL provided by Pabbly Connect and follow the instructions to set it up in your WhatsApp Cloud API settings. This step ensures that messages can be captured and processed by your workflow.

• Copy the webhook URL and navigate to your WhatsApp Cloud API settings.
• Add the webhook URL in the appropriate section.
• Verify and save your settings to finalize the connection.

After setting up the trigger, test the webhook to ensure it is working correctly. You should see a test message received in Pabbly Connect, confirming that the connection is successful.

4. Filtering Messages Before Sharing

Once you have successfully set up the trigger, the next step involves filtering the messages that you want to share on Microsoft Teams. This is crucial to ensure that only relevant messages are sent to your team. In Pabbly Connect, select the filter action and set the condition based on the message received.

Configure the filter to check if the message contains specific keys or values that indicate it is a valid customer inquiry. This way, only messages that meet your criteria will be forwarded to your Microsoft Teams channel.

Select the filter action in Pabbly Connect. Set the filter condition based on the message content. Test the filter to ensure it works correctly.

Once the filter is set up, you can move on to configuring the action that will send the message to Microsoft Teams. This ensures that only the relevant messages are shared with your team, streamlining communication and response times.

5. Sending Messages to Microsoft Teams

In the final step, you will set up the action to send the filtered messages to Microsoft Teams. Select ‘Microsoft Teams’ as your action application and choose the action event as ‘Send Message in a Channel’. This action will allow you to share the WhatsApp messages with your team directly.

Connect Microsoft Teams with Pabbly Connect by clicking on the connection button and granting the necessary permissions. Once connected, select the appropriate team and channel where you want the messages to be sent.

Choose the team and channel in Microsoft Teams. Map the message content from WhatsApp to the message field. Test the action to verify that messages are sent successfully.

After testing, you should see the messages appear in your selected Microsoft Teams channel, confirming that the integration works seamlessly. This finalizes your setup, allowing for efficient communication between WhatsApp and Microsoft Teams through Pabbly Connect.

Conclusion

This tutorial provided a detailed guide on how to share WhatsApp messages on Microsoft Teams using Pabbly Connect. By following these steps, you can automate the process of sharing customer inquiries and feedback with your team, enhancing collaboration and response times.