Automate Sending Property Brochures with Pabbly Connect

Learn how to automate sending property brochures via WhatsApp using Pabbly Connect with Elementor forms and WhatsApp Cloud API integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of sending property brochures, first access Pabbly Connect. Go to your browser and enter the URL: Pabbly.com/connect. If you do not have an account, click on ‘Sign Up Free’ to create one in just a couple of minutes.

Once logged in, you will be directed to the Pabbly Connect dashboard. Click on ‘Create Workflow’ to initiate the automation process. Name your workflow, for example, ‘Elementor to WhatsApp’, and click on ‘Create’ to proceed.

2. Setting Up the Trigger with Elementor

The first step in your automation is to set up a trigger in Pabbly Connect. In the trigger window, search for ‘Elementor’ in the app selection. Choose ‘New Form Submission’ as the trigger event. This will allow you to capture the details from the inquiry form on your real estate website.

Pabbly Connect will provide a webhook URL after you select the trigger event. Copy this URL and head over to your Elementor form settings on your website. In the form’s edit mode, go to ‘Actions After Submit’, select ‘Webhooks’, and paste the copied URL into the Webhook URL field. Click ‘Update’ to save your changes.

3. Testing the Integration with Form Submission

Now that you have connected your Elementor form to Pabbly Connect, it’s time to test the integration. Open the preview of your webpage and fill out the inquiry form with dummy data. Ensure to select a city like Pune, and submit the form.

• Enter a name, email, and WhatsApp number in the form.
• Select a city from the dropdown menu.
• Click on the Submit button to send the inquiry.

After submission, check Pabbly Connect, and you should see the form submission details captured in the trigger window. This confirms that the integration is working correctly.

4. Using Lookup Table to Send Specific Brochures

The next step involves using a lookup table in Pabbly Connect to send the appropriate property brochure based on the city selected by the user. In the action window, search for ‘Lookup Table’ and select it as your action event.

Map the city response from the Elementor form as the lookup key. You will then create a lookup table that associates each city with its respective brochure URL. For example, label one entry as Pune and provide the corresponding brochure link. Repeat this for other cities like Mumbai, Bangalore, and Hyderabad.

• Enter city names as labels.
• Enter brochure URLs as values corresponding to each city.

Once you have set up the lookup table, click on ‘Save and Send Test Request’ to ensure the correct brochure URL is being retrieved based on the city selection.

5. Sending WhatsApp Messages via Cloud API

With the brochure URL obtained, the final step is to send a WhatsApp message to the customer using the WhatsApp Cloud API through Pabbly Connect. In the action step, search for ‘WhatsApp Cloud API’ and select ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account by entering the required token, phone number ID, and business account ID. Once connected, choose the message template you created earlier, which includes dynamic fields for the recipient’s name and the selected city.

Map the recipient’s WhatsApp number from the form submission. Map the brochure URL as the header image in the template. Fill in the dynamic fields with the user’s name and city.

After setting this up, click ‘Save and Send Test Request’. You should receive a WhatsApp message on the provided number, confirming that the automation is working seamlessly.

Conclusion

In this tutorial, we explored how to automate the process of sending property brochures via WhatsApp using Pabbly Connect. By integrating Elementor forms with WhatsApp Cloud API, you can streamline your real estate inquiries efficiently. This automation saves time and enhances customer engagement.