Integrating WhatsApp with Fluent CRM Using Pabbly Connect

Learn how to automate WhatsApp messages to Fluent CRM contacts using Pabbly Connect. Step-by-step guide to set up this integration effectively. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To start integrating WhatsApp with Fluent CRM, we will use Pabbly Connect. First, open your web browser and navigate to the Pabbly Connect website. If you don’t have an account, sign up for free which takes just a few minutes.

Once signed in, you will see the dashboard. Click on the ‘Access Now’ button to enter the workflow section. Here, you can create a new workflow to set up the integration between Fluent CRM and WhatsApp.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it something like ‘Send WhatsApp Message for Fluent CRM Contact’. Choose a folder to save your workflow and click on ‘Create’.

• Name your workflow appropriately.
• Select the folder for organization.
• Click on ‘Create’ to proceed.

Now, you will see two boxes: Trigger and Action. The Trigger is the event that starts the workflow, and the Action is what happens as a result. Set the Trigger to Fluent CRM by searching for it in the Trigger App section.

3. Configuring Fluent CRM Trigger in Pabbly Connect

In Pabbly Connect, select Fluent CRM as your trigger application. Set the trigger event to ‘New Entries’. This means every time a new contact is added to Fluent CRM, it will trigger the workflow.

Next, you will need to connect your Fluent CRM account with Pabbly Connect. Copy the provided webhook URL, then navigate back to Fluent CRM. In Fluent CRM, go to Automations and create a new automation for new form submissions.

4. Setting Up WhatsApp Action in Pabbly Connect

After configuring the trigger, it’s time to set up the action in Pabbly Connect. Choose VT as your action application. Set the action event to ‘Send Template Message’. You will need to connect VT with Pabbly Connect by providing the API endpoint and access token.

• Select ‘Send Template Message’ as the action event.
• Input the API endpoint and access token from VT.
• Map the WhatsApp number and message template.

Once the connection is established, you will map the WhatsApp number and select the message template you want to send. Ensure you have the correct template and parameters set to personalize the message.

5. Testing the Integration Between Fluent CRM and WhatsApp

To test the integration, go back to Fluent CRM and add a new contact. Once the contact is added, check Pabbly Connect to see if it received the webhook response. This confirms that the trigger is working correctly.

Now, check WhatsApp for the message sent to the new contact. If everything is set up correctly, you should see the automated message. This confirms that the integration between Fluent CRM and WhatsApp via Pabbly Connect is successful.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages for new contacts added to Fluent CRM. By following these steps, you can streamline your communication and enhance customer engagement effectively.