Learn how to integrate Guys with WhatsApp using Pabbly Connect in this detailed tutorial. Automate your workflows and improve customer engagement today! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Integration with Guys and WhatsApp

The integration of Guys with WhatsApp is essential for automating customer interactions. This process starts by using the automation tool, Pabbly Connect, to create a workflow that connects these applications. Begin by signing up for Pabbly Connect and logging into your dashboard.

After logging in, click on the ‘Create Workflow’ button. Here, you will name your workflow appropriately, such as ‘Guys to WhatsApp Automation,’ and then click the ‘Create’ button to initiate the process. The workflow setup will display the basic components needed for your automation.

2. Defining Trigger and Actions in Your Workflow

In this section, the primary focus is on defining the trigger and actions for your automation involving Guys and WhatsApp. The trigger will be the payment received via the Guys payment page. Click on the trigger window and select the application as ‘Instamojo Payment Gateway,’ followed by the event as ‘New Sale.’

  • Choose ‘Instamojo Payment Gateway’ as the trigger application.
  • Select ‘New Sale’ as the trigger event.
  • Copy the webhook URL provided for further setup.

After setting the trigger, navigate to your Guys product page. Under the advanced settings, paste the copied webhook URL into the designated field. This action allows Pabbly Connect to receive data from Guys whenever a payment is processed.

3. Connecting HubSpot CRM to Automate Contact Creation

Next, we focus on connecting HubSpot CRM to automate the creation of contacts once a payment is received. This integration is crucial for managing customer relationships efficiently. In your workflow, add an action and search for ‘HubSpot CRM.’ Select the action event as ‘Create Contact.’

Once you click on connect, you’ll need to log in to your HubSpot account. After logging in, the system will prompt you to configure the fields required for creating a new contact. Fill in the necessary details such as the contact’s name, email, and any other relevant information.

  • Map the buyer’s name from the payment response.
  • Enter the email address and phone number.
  • Select the lead status as ‘Connected’ or as per your requirement.

After mapping these fields, click on ‘Save and Send Test Request’ to verify that a new contact is created in HubSpot. Refresh the contact section in HubSpot to confirm the addition of the new contact.

4. Sending WhatsApp Messages Using Interact

The next step involves sending a WhatsApp message to the customer using the Interact application. This is where we will set up the action for sending template messages. Search for ‘Interact’ in your workflow and select the action event as ‘Send WhatsApp Template Message.’ using Pabbly Connect

To connect with Interact, you will need to enter your API key from the Interact dashboard. Navigate to the developer settings in Interact to find your API key. Once connected, you will need to fill in the phone number and template details for the message.

Enter the customer’s phone number in the required format. Specify the template code name you created earlier. Map the body variables to personalize the message.

Finally, by clicking on ‘Save and Send Test Request,’ you will send a WhatsApp message to the specified number, confirming the order details received by the customer.

5. Conclusion

In conclusion, integrating Guys with WhatsApp using Pabbly Connect streamlines your customer engagement process. Automating contact creation in HubSpot and sending confirmation messages enhances customer satisfaction. By following these steps, you can effortlessly set up your automation workflow.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

This integration not only saves time but also improves communication with your clients, making it a valuable tool for anyone looking to enhance their business operations.