Learn how to automate WhatsApp messages Using Pabbly Connect and URL integration effectively. Step-by-step tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Setting Up Integration Between WhatsApp and URL Using Pabbly Connect
To integrate WhatsApp with URL Using Pabbly Connect, the first step is to access your Make account. Here, you will create a new scenario that connects WhatsApp and URL. This integration allows you to send automated messages directly to WhatsApp whenever a lead is captured. using Pabbly Connect
Once logged in, click on the ‘Create New Scenario’ button. This will direct you to a blank canvas where you can start building your integration workflow.
2. Configuring the Magic Bricks Trigger for WhatsApp Integration
In this step, you will set up the trigger application, which is Magic Bricks. Select Magic Bricks as your trigger application and choose the event ‘New Lead’. This means the integration will start whenever a new lead is captured from Magic Bricks. using Pabbly Connect
- Select ‘New Lead’ as the trigger event.
- Copy the provided webhook URL.
- Reach out to your Magic Bricks account manager to configure this webhook.
After configuring the webhook in your Magic Bricks account, you will receive a response that includes lead details such as mobile number, name, and email. This confirms that the integration is set to capture new leads.
3. Establishing the WhatsApp Connection Using Vati
The next step is to set up the action application, which will send WhatsApp messages. For this, you will use Vati, which is a WhatsApp business API. In the action event, select ‘Send Template Message’ to configure how the message will be sent. using Pabbly Connect
To establish the connection, you will need to input the API endpoint and access token from your Vati account. Make sure to copy these values accurately to ensure a successful connection.
- Input the API endpoint and access token from Vati.
- Map the mobile number from the Magic Bricks lead response.
- Select the appropriate message template to send.
Once the connection is established, you can proceed to map the lead’s mobile number and select the message template that you want to send to new leads.
4. Configuring the WhatsApp Message Template
In this section, you will configure the message template that will be sent to leads. Ensure that the template you select is pre-approved by WhatsApp. For instance, you might create a template titled ‘New Magic Bricks Leads’. using Pabbly Connect
The body of the message can include personalized elements, such as the lead’s name. Use curly braces to insert dynamic fields into the message. For example, the message can read: ‘Dear {name}, your query has been received…’. This ensures that each lead receives a personalized message.
Once you have set up the template, you will need to provide a broadcast name and any custom parameters required by the template. Ensure that the format of the parameters matches the expected input.
5. Testing the Integration Between WhatsApp and URL
The final step is to test your integration to ensure that everything is working correctly. After configuring the message template and custom parameters, click on ‘Save and Send Test Request’ to initiate a test. using Pabbly Connect
Check the response to confirm that the WhatsApp message has been sent successfully. You should see a response that includes the phone number, template name, and any custom parameter values.
If the test is successful, your integration is now complete. From now on, whenever a new lead is captured through Magic Bricks, an automated WhatsApp message will be sent using Vati.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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In conclusion, integrating WhatsApp with URL Using Pabbly Connect is a straightforward process that can significantly enhance your lead management workflow. By following these steps, you can automate the sending of messages to leads captured from Magic Bricks, ensuring timely communication and improved customer engagement.