Learn how to integrate WhatsApp with URL Using Pabbly Connect for seamless session bookings and confirmations with this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

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Integrating WhatsApp with URL Using Pabbly Connect

The integration of WhatsApp with URL is essential for automating session bookings. This process enables businesses to send confirmation messages automatically when a client books a session. Using AI Sensei with WhatsApp, you can enhance customer communication effectively.

To set up this integration, you will utilize the automation software called Make. This tool connects various applications, streamlining operations like sending notifications and updating customer information. With Make, you can ensure that your business runs smoothly and efficiently.

Setting Up Make for WhatsApp Integration

To begin, you need to sign in or create an account on Make. Once logged in, navigate to the dashboard where you can create your workflow. Click on the ‘Create Workflow’ button to start the integration process.

In the workflow creation dialog, name your workflow something like ‘Send WhatsApp Message for Session Booking’. You can choose a folder to organize your workflows. Here are the steps to follow:

  • Click on ‘Create’ to set up your workflow.
  • Select your trigger application, which is Sessions.
  • Choose the trigger event as ‘Booking Created’.

After setting this up, Make will generate a webhook URL. This URL is crucial for connecting your Sessions account with Make.

Connecting Sessions to Make

In your Sessions account, go to your profile and select ‘Workspace Settings’. Under the settings, find the ‘Webhooks’ section. Here, you will add the webhook URL generated by Make to connect the two applications.

Click on ‘Add Webhook’ and paste the webhook URL into the provided field. Ensure that you select ‘Booking Created’ as the trigger event and set the permission to personal. After filling in the required data, click on the ‘Confirm’ button to complete the setup.

Once the webhook is added, Make will be waiting for a response. To test this, you need to create a test booking on your Sessions account. This will allow Make to capture the response and ensure the connection is successful.

Sending WhatsApp Messages via AI Sensei

Now that your Sessions account is connected to Make, the next step is to send WhatsApp messages using AI Sensei. In the action step of your workflow, select WhatsApp as the action application.

Choose the action event as ‘Send Template Message’. This will allow you to send a pre-defined message to your clients. To connect WhatsApp to Make, click on ‘Add New Connection’ and enter your API key from your AI Sensei account.

  • Navigate to your AI Sensei account and generate an API key.
  • Copy the API key and paste it into Make.
  • Enter the campaign name that you created in AI Sensei.

After entering the required details, map your lead’s phone number and name from the previous response to personalize the message. This dynamic mapping ensures that each client receives a tailored confirmation message.

Testing Your Integration

To ensure everything is working correctly, create another test booking in your Sessions account. Once you complete the booking, check your WhatsApp to verify that the confirmation message has been sent successfully.

If the setup is correct, you should receive a message that includes your name and confirms the booking. This process not only automates communication but also enhances customer satisfaction by providing timely updates.

In summary, integrating WhatsApp with URL Using Pabbly Connect allows businesses to streamline their booking process. By setting up triggers and actions, you can ensure that every client receives a prompt confirmation, enhancing their experience with your services.

Conclusion

This tutorial has detailed the steps to integrate WhatsApp with URL Using Pabbly Connect, focusing on enhancing your booking process. By automating confirmations through AI Sensei, you can improve customer communication and efficiency. Start implementing this integration today to streamline your operations.

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