Learn how to automate sending WhatsApp messages when a record is added in Airtable using Pabbly Connect. Follow our detailed tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To integrate Airtable with WhatsApp, start by accessing Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Once you log in to your Pabbly Connect account, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Airtable to WhatsApp Notification’. This will help you identify the workflow later. After naming, click on the ‘Create’ button to proceed.

2. Selecting Airtable as the Trigger Application

In this step, you will set Airtable as the trigger application. Select Airtable from the list of available applications in Pabbly Connect. Choose the trigger event as ‘New Record’ which means that the workflow will be initiated whenever a new record is added in Airtable.

  • Choose the Airtable account you want to connect.
  • Select the base and table where the records will be added.
  • Test the trigger to ensure it’s working properly.

After you have configured these settings, you will be prompted to test the trigger. This step is crucial as it ensures that Pabbly Connect is successfully capturing the new records from Airtable.

3. Configuring WhatsApp as the Action Application

Next, you will configure WhatsApp as the action application in Pabbly Connect. Select WhatsApp from the list of applications and choose the action event as ‘Send Message’. This means that once a new record is detected, a WhatsApp message will be sent automatically.

For the WhatsApp setup, you will need to connect your WhatsApp account. Follow the prompts to authenticate your WhatsApp account within Pabbly Connect. After successful authentication, you can customize the message that will be sent to the customer. Use dynamic fields from the Airtable record to personalize the message.

4. Testing and Activating the Workflow

Once you have configured the action settings for WhatsApp, it’s time to test your entire workflow in Pabbly Connect. Make sure to add a new record in Airtable to trigger the workflow. Check if the WhatsApp message is sent successfully to the specified number.

If the test is successful, you can activate your workflow. This will ensure that every time a new record is added in Airtable, the corresponding WhatsApp message is sent automatically. Make sure to monitor the workflow for any errors or issues.

5. Conclusion

By following these steps, you can easily integrate Airtable with WhatsApp using Pabbly Connect. This automation not only saves time but also ensures that your customers receive timely notifications about their records. Start using Pabbly Connect today to enhance your workflow efficiency and improve customer communication.

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

In this tutorial, we explored how to send WhatsApp messages automatically when a new record is added in Airtable using Pabbly Connect. This integration simplifies communication and enhances customer service.