Integrating WhatsApp with Order Automation Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with Order Using Pabbly Connect for automated order confirmations. Follow this detailed tutorial for seamless notifications. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Integration Overview: WhatsApp with Order Automation

The integration of WhatsApp with Order allows businesses to send automated notifications for order confirmations. This process enhances customer experience by providing instant updates on their purchases.

In this tutorial, we will utilize the WhatsApp Cloud API to automate the sending of confirmation messages. The automation will be set up Using Pabbly Connect, which simplifies the connection between WhatsApp and the Order platform.

2. Setting Up Make for Automation

To begin, access the Make platform by visiting its URL. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in.

After signing in, locate the ‘Create Workflow’ option. Here’s how to set it up:

• Select a name for your workflow, such as ‘Send Confirmation Message on WhatsApp for Order’.
• Choose the folder where you want to save the workflow.
• Click on ‘Create’ to proceed.

Now, you will see two sections: Trigger and Action. For this integration, select Group Sell as your trigger application and WhatsApp Cloud API as your action application.

3. Configuring the Trigger: Group Sell

The trigger will activate when a new order is placed in Group Sell. To set this up, select ‘Product Purchase’ as the trigger event. This specifies that the workflow starts upon a new purchase.

Next, you will receive a webhook URL. This URL is crucial as it allows data transfer from Group Sell to Make. Copy this URL and follow these steps:

• Log into your Group Sell account.
• Navigate to ‘Funnels’ and select the product for which you want to capture responses.
• In the product settings, find the ‘Webhook’ option and paste the copied URL before saving.

After saving, return to Make to ensure it’s waiting for a webhook response, indicating that the connection is ready.

4. Testing the Integration with a Sample Order

To test the integration, initiate a sample order in Group Sell. Use the checkout link for the product you set up earlier. Fill in the required customer details and complete the purchase.

Once the order is completed, check back in Make to see if the webhook response has been captured. You should see all relevant details such as customer name, email, and order amount.

This confirms that the integration is functioning correctly. Now, we will configure the action to send a notification via WhatsApp using the WhatsApp Cloud API.

5. Sending WhatsApp Notifications for Order Confirmation

To set up the action, select WhatsApp Cloud API and choose the ‘Send Template Message’ option. You will need to connect your WhatsApp Cloud API account by entering the required details: token, phone number ID, and WhatsApp business account ID.

Once connected, select the template you want to send. For this integration, ensure you have a pre-approved message template for order notifications. Map the relevant customer data into the template, such as name and order details.

Finally, click ‘Save and Send Test Request’ to verify that the message is sent successfully. You should receive a confirmation message on WhatsApp indicating that the order has been placed successfully. This completes the integration process.

Conclusion

This tutorial demonstrated how to integrate WhatsApp with Order using Make for automated order confirmations. By following these steps, you can enhance customer communication and streamline your order processes effectively.