Send Lead Alerts to Team on WhatsApp using Pabbly Connect

Learn how to automate lead alerts to your team on WhatsApp using Pabbly Connect with the Round Robin technique. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Lead Alerts

To begin automating lead alerts for your team via WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Once there, click on the ‘Sign Up Free’ button to create your account. You will receive 100 free automation tasks each month, allowing you to test the platform effectively.

After signing up, log into your account and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Send Leads to WhatsApp’. This workflow will be the backbone of your automation process, utilizing the features of Pabbly Connect to connect various applications seamlessly.

2. Creating the Trigger for Lead Capture

In your newly created workflow, the next step is to set up the trigger that will initiate the lead alerts. For this, select the ‘Paperform’ application from the list as your trigger. Choose the ‘New Form Submission’ event to capture leads as they are submitted via your form.

• Search for ‘Paperform’ in the application list.
• Select the ‘New Form Submission’ trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, go to your Paperform account, edit your form, and navigate to the ‘After Submissions’ tab. Here, you will find the ‘Webhooks’ option where you will paste the webhook URL you copied earlier. Click ‘Add Webhook’ to finalize this connection. This setup allows Pabbly Connect to listen for new submissions and trigger the workflow accordingly.

3. Implementing the Round Robin Technique

After establishing the trigger, the next step is to implement the Round Robin technique to distribute leads among team members. For this, you will use the ‘Number Formatter’ feature in Pabbly Connect. Search for ‘Number Formatter’ and select the ‘Counter’ action event.

Set the initial value to 1 and choose the increment operation to increase the counter by one. You will also want to set the reset condition to 3, allowing the counter to reset after it reaches three. This means your leads will be distributed in a cycle among three team members.

4. Sending WhatsApp Alerts to Team Members

With the Round Robin mechanism in place, you can now send WhatsApp alerts to your team members. To do this, add a new action step and search for ‘WhatsApp Cloud API’ in Pabbly Connect. Choose the ‘Send Template Message’ action event.

• Connect your WhatsApp account using the Cloud API.
• Select your message template that you created earlier.
• Map the recipient’s mobile number and the body fields with lead details.

This setup allows Pabbly Connect to send personalized messages to each team member as leads are captured, ensuring efficient follow-up.

5. Testing Your Automation Workflow

Finally, it’s crucial to test your automation workflow to ensure everything is functioning as expected. Fill out your lead generation form to trigger the workflow. Check the Pabbly Connect dashboard to see if the lead data is captured correctly and if the WhatsApp message is sent to the appropriate team member.

Once confirmed, your automation is ready to go live! Any new lead captured will automatically be assigned and notified to your team via WhatsApp in a Round Robin manner, improving your team’s efficiency in handling leads.

Conclusion

In this tutorial, we explored how to automate lead alerts to your team on WhatsApp using Pabbly Connect and the Round Robin technique. By following the steps outlined, you can streamline your lead management process effectively.