Integrating WhatsApp with Just: A Step-by-Step Guide

Learn how to automate customer feedback collection from WhatsApp using Just, following our detailed tutorial on integration steps. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Collecting Feedback Through WhatsApp

Integrating WhatsApp with Just allows you to collect customer feedback automatically. After a customer attends an appointment, an automated message is sent to their WhatsApp number. This message includes a link to a customer feedback form. using Pabbly Connect

By utilizing this integration, you can streamline the feedback collection process. This ensures that feedback is gathered efficiently while enhancing customer engagement through WhatsApp.

2. Setting Up the Integration with Just and WhatsApp

To set up the integration between WhatsApp and Just, you’ll first need to log into your Pabbly Connect account. This platform facilitates the connection between various applications, including WhatsApp and Just. using Pabbly Connect

• Log in to your Pabbly Connect account.
• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Collect Customer Feedback from WhatsApp Automatically.’

After naming your workflow, select the folder and click ‘Create.’ You will see two boxes representing the trigger and action. Select Just as your trigger application, specifically the event for a new appointment scheduled.

3. Configuring the Just Application for Automation

When configuring Just, ensure that you set the trigger event to ‘New Booking.’ This setup will allow you to fetch the timing of appointments scheduled through Just. using Pabbly Connect

Once the appointment is scheduled, the automation will trigger, sending a WhatsApp message after 2-3 hours. This message will include the customer feedback form link, allowing customers to provide their feedback easily.

To connect Just with Pabbly Connect, click on ‘Connect’ and follow the prompts to authenticate your Just account. This ensures that all booking details are captured seamlessly.

4. Sending WhatsApp Messages Automatically

After setting up Just, the next step is to send WhatsApp messages using the Vati application. This application allows you to send messages through WhatsApp automatically based on the triggers set in Pabbly Connect. using Pabbly Connect

• Select Vati as the action application in Pabbly Connect.
• Choose the ‘Send Template Message’ action.
• Connect your Vati account by providing the API endpoint and access token.

Once connected, specify the WhatsApp number of the customer and select the message template you wish to use. This template should be pre-approved by WhatsApp to ensure compliance with their messaging policies.

5. Finalizing the Automation and Testing

To finalize your automation, ensure all steps are correctly configured. You need to test the integration to confirm that messages are sent as expected. Schedule a dummy appointment in Just to see if the WhatsApp message is received after the designated time. using Pabbly Connect

After testing, review the feedback form link included in the WhatsApp message to ensure it directs customers correctly. This step is crucial for collecting valuable feedback from your clients efficiently.

With everything set up, you can now automate the feedback collection process seamlessly. This integration saves time and enhances customer engagement, making it easier to gather insights from your clients.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating WhatsApp with Just through Pabbly Connect allows businesses to automate customer feedback collection effectively. By following the steps outlined, you can ensure a smooth process for gathering insights from your clients.