Learn how to automate WhatsApp messages using Pabbly Connect and 360dialog. Follow our step-by-step guide for seamless integration and automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect and 360dialog Integration

In this section, we will explore how to use Pabbly Connect to automate WhatsApp messages through the 360dialog platform. This integration is essential for businesses that want to streamline communication with their clients via WhatsApp.

To get started, you need to create an account on Pabbly Connect. Once you log in, you can access the dashboard where you can create new workflows. This process does not require any coding knowledge, making it accessible for everyone.

2. Setting Up Your First Automation with Pabbly Connect

To set up your first automation, navigate to Pabbly Connect and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘WhatsApp Automation for New Leads.’ This will help you identify the workflow later.

Next, you will configure the trigger and action. The first step is to set the trigger, which will be a new form submission from your chosen application. For instance, if you’re using Google Forms or Jotform, select the respective app and choose the trigger event as ‘New Submission.’ Here are the steps to follow:

  • Log into Pabbly Connect.
  • Click on ‘Create Workflow’.
  • Select your trigger app.
  • Choose the trigger event (e.g., New Submission).

After setting up the trigger, you will need to connect your application to Pabbly Connect by following the on-screen instructions.

3. Connecting 360dialog to Pabbly Connect

Now that your trigger is set, it’s time to connect 360dialog to Pabbly Connect. This step is crucial as it allows you to send messages via WhatsApp. In the action section, select 360dialog and choose the action event as ‘Send Template Message.’ This enables the sending of messages based on predefined templates.

To connect, you will need your API key and domain from your 360dialog account. Here’s how to find them:

  • Log into your 360dialog account.
  • Navigate to the WhatsApp account section.
  • Click on ‘Generate API Key’ and copy it.
  • Copy your domain URL as well.

Paste these details into Pabbly Connect to establish the connection. Once connected, you can use the templates you’ve created in 360dialog to send messages.

4. Creating and Using Templates in 360dialog

Templates are essential for sending messages through WhatsApp. In this section, you will learn how to create a message template in 360dialog. Start by navigating to the manage templates section in your 360dialog account.

To create a new template, click on the ‘Add Template’ button, fill in the required fields, and submit for approval. Ensure that your template includes necessary variables in curly braces, such as the recipient’s name and the message content. Here’s how to create a template:

Click on ‘Add Template’. Fill in the template name and select a category. Enter your message with variables (e.g., {{name}}).

Once approved, you can use this template in your Pabbly Connect workflows to send personalized messages automatically.

5. Testing Your Automation Workflow

After setting up your workflow and connecting everything, it’s crucial to test the automation. Trigger a test submission from your form to see if the messages are sent correctly via WhatsApp. Monitor the Pabbly Connect dashboard for any errors or issues during the process.

To verify, check the recipient’s WhatsApp for the message. Ensure that all variables are replaced correctly and that the message appears as intended. If everything works smoothly, your automation is successfully set up! Here’s how to test it:

Submit a test entry in your form. Check the Pabbly Connect dashboard for workflow execution. Verify the WhatsApp message received by the recipient.

Once confirmed, you can start using this automation for your business needs!

Conclusion

This tutorial provided a comprehensive guide on automating WhatsApp messages using Pabbly Connect and 360dialog. By following the steps outlined, you can streamline your communication processes effectively. Take advantage of this powerful integration to enhance your business operations.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.