How to Send Lead Alerts to Multiple WhatsApp Numbers Using Round Robin Technique with Pabbly Connect

Learn how to send lead alerts to multiple WhatsApp numbers using the Round Robin technique with Pabbly Connect. Step-by-step tutorial included. 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. Accessing Pabbly Connect for Lead Alerts

To send lead alerts to multiple WhatsApp numbers using the Round Robin technique, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and logging in to your account. If you don’t have an account, you can sign up for free and get access to 100 free tasks every month.

Once logged in, click on Pabbly Connect to access your dashboard. Here, you can see all your existing workflows. To create a new workflow, click on the Create Workflow button, and give it a relevant name, such as ‘Paper Form to WhatsApp’.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow using Pabbly Connect. For the trigger, select New Form Submission from your form application, which will connect to Pabbly Connect through a webhook URL. Copy the provided webhook URL.

• Log in to your form application and navigate to the webhook settings.
• Paste the webhook URL into the appropriate field and save the settings.
• Submit a test form to ensure that Pabbly Connect captures the data.

After submitting a test form, you will see the response in Pabbly Connect, confirming that the connection is successful. This response will include the data fields such as name, email, and mobile number.

3. Implementing the Round Robin Technique

Now, to implement the Round Robin technique, you will utilize the Number Formatter feature in Pabbly Connect. Connect to the Number Formatter and set the initial value to 1, with an increment operation. This will allow the workflow to cycle through the employees.

• Set the initial value to 1 and the change value by 1.
• Configure the reset counter to 3, as you are distributing leads among three employees.
• Save the settings to implement the counter.

This setup ensures that every new form submission is assigned to a different employee in a Round Robin fashion, enhancing lead management efficiency using Pabbly Connect.

4. Sending Lead Alerts via WhatsApp

After setting up the Round Robin technique, the next step is to send lead alerts via WhatsApp using Pabbly Connect. You will need to set up a router for each employee. For the first router, configure it to send messages when the counter value equals 1.

Choose the WhatsApp integration and select Send Template Message. Add your WhatsApp API key and domain to connect. Select the message template to be sent and map the relevant fields from the form submission.

Repeat this process for the remaining employees, ensuring that each router corresponds to the correct employee and counter value. This way, Pabbly Connect will automatically send lead alerts to the designated WhatsApp numbers based on the Round Robin distribution.

5. Testing and Finalizing Your Automation

Once all configurations are complete, it’s crucial to test your automation. Submit a new form entry to see if the lead alert is sent to the correct WhatsApp number. You should monitor the responses in Pabbly Connect to ensure everything is working as expected.

If the messages are sent correctly, your automation is ready for use. If there are any errors, revisit the settings in Pabbly Connect to troubleshoot. Testing ensures that the Round Robin technique functions properly and that lead alerts are delivered without issues.

With this setup, your team can efficiently manage leads, improving response times and overall productivity. Using Pabbly Connect for this integration allows for seamless communication and task distribution among employees.

Conclusion

In this tutorial, we explored how to send lead alerts to multiple WhatsApp numbers using the Round Robin technique with Pabbly Connect. By following these steps, you can automate lead distribution efficiently, enhancing your team’s productivity.