Integrate WhatsApp with Gmail Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with Gmail using Pabbly Connect for automated notifications. Follow this detailed tutorial for seamless communication. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Gmail, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage and sign in if you’re an existing user. If you’re new, sign up, which takes less than two minutes. Upon signing up, you will receive 100 free tasks to test your automations.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button on the right side. Here, you can name your workflow according to your objective, such as ‘Send WhatsApp Messages for Gmail’. After naming your workflow, select the folder to save it in and click on ‘Create’. This will set the stage for your integration process.

2. Setting Up Email Passer in Pabbly Connect

In this step, you’ll set up Email Passer as your trigger application in Pabbly Connect. Email Passer will forward all incoming emails to a specified email address. To do this, select Email Passer as the trigger application and choose the appropriate event.

• Select Email Passer as your trigger application.
• Choose the event for capturing incoming emails.
• Copy the provided email address for Email Passer.

Next, go to your Gmail settings and add the Email Passer’s address as a forwarding address. Verify the forwarding address by entering the confirmation code sent to your Gmail. Once verified, set Gmail to forward a copy of incoming emails to this address. This setup ensures that every time an email is received, it will be automatically forwarded to Email Passer.

3. Extracting the Phone Number from Emails

After setting up Email Passer, the next step involves extracting the sender’s phone number from the email body. In Pabbly Connect, use the Text Formatter feature to achieve this. This step is crucial for sending WhatsApp notifications to the sender.

To extract the phone number, select Text Formatter as your action application and choose the action event for basic formatting. Map the string from the previous step that contains the email body. Use the ‘Extract Phone Number’ option to ensure the mobile number is captured correctly.

• Select Text Formatter as your action application.
• Choose the action event for basic formatting.
• Map the email body to extract the phone number.

Once the phone number is extracted, you can proceed to send a WhatsApp message using the captured number. This mapping ensures that each new email response is processed correctly, allowing for dynamic messaging.

4. Sending WhatsApp Notifications Using Pabbly Connect

Now that you have extracted the phone number, it’s time to send a WhatsApp notification. In Pabbly Connect, select WhatsApp as your action application and choose the action event to send a template message. This step will automate your communication with the sender.

To connect to WhatsApp, you will need to enter your API key from your WhatsApp account. Copy the API key from your WhatsApp settings and paste it into Pabbly Connect. After connecting, fill in the required fields such as campaign name, mobile number (with country code), and message template.

Enter your WhatsApp API key to establish the connection. Fill in the campaign name and mobile number. Map the message template with dynamic variables.

Once all fields are filled, click on ‘Save and Send Test Request’ to send a test message. If successful, you will see the WhatsApp message received by the sender, confirming that your integration is complete.

5. Testing the Integration for Success

To ensure everything works as intended, test the complete integration. Send a test email to the Gmail account linked with Email Passer. Monitor the process in Pabbly Connect to see if the WhatsApp message is triggered correctly.

After sending the test email, check the WhatsApp number of the sender. If you receive the message as expected, the integration is successful. You can now automate this process for all incoming emails, allowing for seamless communication through WhatsApp notifications.

To summarize, you have successfully integrated WhatsApp with Gmail using Pabbly Connect. This automation enhances your communication efficiency and ensures timely responses to email queries.

Conclusion

This tutorial demonstrated how to integrate WhatsApp with Gmail using Pabbly Connect for automated notifications. By following these steps, you can streamline your communication process and enhance customer engagement effectively.