Automate WhatsApp Messages with Pabbly Connect: Share Your Electronic Products Sale Brochure

Learn how to automate sending your electronic products sale brochure via WhatsApp using Pabbly Connect when customers fill your website form. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate sending your electronic products sale brochure via WhatsApp, you need to set up Pabbly Connect. This integration tool allows you to connect various applications seamlessly. Start by signing into your Pabbly Connect account and navigating to the dashboard.

Once in the dashboard, click on the ‘Create Workflow’ button. Here, you can name your workflow, for instance, ‘WhatsApp Brochure Automation’. After naming your workflow, you will select the application that will trigger the automation, which in this case is your website form.

2. Connecting Your Website Form to Pabbly Connect

Next, you need to connect your website form to Pabbly Connect. This is crucial as it captures the data submitted by customers. Choose the form application you are using, such as Elementor or any other form builder.

• Select your form application in Pabbly Connect.
• Authenticate your account by providing the necessary API keys.
• Choose the specific form that will trigger the automation.

After setting up the form connection, test the trigger by submitting a sample form. This allows Pabbly Connect to fetch the data successfully, ensuring that everything is working correctly.

3. Integrating WhatsApp with Pabbly Connect

Now that your website form is connected, the next step is to integrate WhatsApp using Pabbly Connect. This integration will allow you to send the electronic products sale brochure automatically. Search for WhatsApp in the action step of Pabbly Connect.

Select the action event as ‘Send Message’. You will need to authenticate your WhatsApp account with Pabbly Connect by providing the necessary credentials. Once authenticated, you can customize the message that will be sent to customers.

• Input the message body, including the details of the electronic products sale brochure.
• Add dynamic fields to personalize the message, such as the customer’s name.
• Select the recipient’s phone number from the form data.

After configuring the WhatsApp message, you can test the action to ensure that the message is sent correctly to a sample recipient.

4. Finalizing Your Pabbly Connect Workflow

With the WhatsApp integration set up, it’s time to finalize your workflow in Pabbly Connect. Review all the steps to ensure everything is configured correctly. You can add additional actions if necessary, such as logging the data or sending notifications.

Once you are satisfied with the setup, turn on your workflow. This ensures that anytime a customer fills out the website form, the electronic products sale brochure will be sent via WhatsApp automatically. Monitor the workflow to see if any adjustments are needed.

5. Testing Your Automation with Pabbly Connect

Testing is a crucial step in ensuring your automation works as intended. Submit your website form with test data and check if the WhatsApp message is sent. This will confirm that Pabbly Connect is functioning correctly and that customers receive the sale brochure.

If the message is not sent, revisit each step in Pabbly Connect to troubleshoot the integration. Ensure that all credentials are correct and that the workflow is active. Testing multiple scenarios will help you refine the process.

Once confirmed, your automation is ready to go live. Now you can efficiently share your electronic products sale brochure via WhatsApp with customers who fill out your website form.

Conclusion

By following this tutorial, you can successfully automate sending your electronic products sale brochure via WhatsApp using Pabbly Connect. This integration streamlines communication and enhances customer engagement, making your sales process more efficient.