Automate WhatsApp Messages from Airtable Records Using Pabbly Connect

Learn how to send WhatsApp messages automatically from Airtable records using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending WhatsApp messages automatically from Airtable records, first, you need to access Pabbly Connect. Simply go to your browser and search for Pabbly Connect. You can create a free account by clicking on ‘Sign Up Free’ if you are new, or ‘Sign In’ if you already have an account.

Once you are logged into your Pabbly Connect dashboard, you will be ready to create a new workflow for automating your WhatsApp messages based on new Airtable records. This workflow will allow you to connect Airtable with WhatsApp Cloud API seamlessly.

2. Creating a Workflow in Pabbly Connect

After logging in, click on ‘Create Workflow’ and name it something relevant, like ‘Airtable to WhatsApp’. This naming will help you identify the workflow easily later. Once named, click on ‘Create’ to proceed.

• Click on the ‘Trigger’ window to set up the event that will initiate the workflow.
• Select ‘Airtable’ as the app and ‘New Record’ as the trigger event.
• Connect your Airtable account by entering the API key, which you can find in your Airtable account settings.

After connecting, select the base and table from which you want to retrieve data. This setup is crucial for ensuring that Pabbly Connect can fetch the right information from Airtable.

3. Setting Up Airtable for Integration

In your Airtable account, ensure that you have a base with the necessary fields to capture customer data. For instance, you might have fields for name, email, phone number, and payment amount. You will also need to add a field named ‘Created’ of type ‘Created Time’ to track when new records are added.

After setting up the fields, go back to Pabbly Connect and refresh the trigger to capture the new record details. This step is important to ensure that the data is correctly fetched from Airtable.

• Enter a sample record in Airtable with all necessary fields filled.
• Click on ‘Save and Send Test Request’ in Pabbly Connect to capture this record.

This will allow Pabbly Connect to pull the data of the newly added record, which will be used in the WhatsApp message.

4. Configuring WhatsApp Cloud API in Pabbly Connect

Next, you will configure the WhatsApp Cloud API in Pabbly Connect. In the action window, select ‘WhatsApp Cloud API’ and choose ‘Send Template Message’ as the action event. You will need to connect your WhatsApp Cloud API account by entering your token, phone number ID, and WhatsApp Business Account ID.

To get these details, you need to have a WhatsApp Cloud API account set up. If you don’t have one, refer to the dedicated video on how to create your WhatsApp Cloud API account. After entering the required credentials, click on ‘Save’.

Choose the template you previously created for sending messages. Map the recipient’s phone number and other dynamic fields from Airtable to the message template.

By doing this, Pabbly Connect will personalize the WhatsApp message based on the data pulled from Airtable.

5. Testing and Verifying the Integration

After everything is set up, you can test the integration by adding a new record in Airtable. Enter the details of a new customer, including their name, email, phone number, and payment amount. Once you save this record, Pabbly Connect will automatically send a WhatsApp message using the configured template.

To verify, check the WhatsApp account associated with the phone number you entered. You should see the message that confirms the payment details. This confirms that the integration is working as intended.

Make sure to wait a few minutes for the message to be sent, as there may be some delay due to the polling technique used by Airtable. If the message is received correctly, your automation is successfully set up!

This step-by-step process illustrates how Pabbly Connect enables seamless communication between Airtable and WhatsApp Cloud API, enhancing your customer interaction capabilities.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages from new records in Airtable. By following the steps outlined, you can enhance your customer communication and streamline your processes effectively.

With Pabbly Connect, the integration between Airtable and WhatsApp Cloud API is straightforward, allowing you to focus on your business without the hassle of manual messaging.