Automate Sending Quotations to Clients on WhatsApp with Pabbly Connect

Learn how to automate sending quotations to clients on WhatsApp using Pabbly Connect and Pabbly Connect. Follow this step-by-step guide for seamless integration. 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. Accessing Pabbly Connect for Automation

To automate sending quotations to clients on WhatsApp, start by accessing Pabbly Connect. Visit the Pabbly Connect website and create an account or log in if you already have one. This platform is essential for integrating various applications seamlessly.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Pabbly Form Builder to WhatsApp’, and click on ‘Create’. This will open the workflow interface where you can set up triggers and actions.

2. Setting Up the Trigger with Pabbly Form Builder

In this section, you will configure the trigger to capture form submissions. Select Pabbly Form Builder as your app and choose the trigger event labeled ‘New Form Submission’. This step is crucial as it allows Pabbly Connect to listen for new submissions from your form.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL and navigate to your Pabbly Form Builder where you created your form. Go to the integrations section and create a new webhook by pasting the copied URL. This connection enables Pabbly Connect to receive data from your form.

• Open your form in Pabbly Form Builder.
• Navigate to the integrations tab and select ‘Create Webhook’.
• Paste the webhook URL from Pabbly Connect and save it.

Now that the webhook is set up, perform a test submission to ensure that Pabbly Connect receives the data correctly. This is a vital step to verify that the integration is functioning as intended.

3. Using Lookup Table for Quotation Selection

Next, you’ll set up a lookup table within Pabbly Connect to determine which quotation to send based on the client’s selected location. In the action step, choose ‘Lookup Table’ as your app. This will allow you to map client responses to specific quotation URLs.

In the lookup table configuration, map the location response from the form submission to the lookup key. For each location (like New York, Paris, and London), you will enter the corresponding URL of the quotation document. This ensures that when a client submits their preferred location, Pabbly Connect retrieves the correct quotation link.

• Map the location response from the form submission to the lookup key.
• Add entries for each location with their respective quotation URLs.
• Save the lookup table to finalize this step.

This setup allows Pabbly Connect to dynamically select the correct quotation based on the client’s input, making your automation efficient and tailored to each client.

4. Sending the Quotation via WhatsApp Cloud API

Now it’s time to send the quotation through WhatsApp. In the action step, choose ‘WhatsApp Cloud API’ and select the action event ‘Send Template Message’. This step is where Pabbly Connect facilitates the sending of personalized messages to clients.

Connect your WhatsApp Cloud API account by entering the required details such as the token, phone number ID, and WhatsApp Business Account ID. These credentials are necessary for Pabbly Connect to authenticate and send messages on your behalf.

Enter the WhatsApp Cloud API credentials in Pabbly Connect. Select the template message you created for sending quotations. Map the client’s phone number and the quotation URL in the message template.

After setting up your message template and mapping the required fields, test this action to confirm that the quotation is sent successfully to the client’s WhatsApp number. This integration showcases the power of Pabbly Connect in automating client communication.

5. Conclusion

In this tutorial, we explored how to automate sending quotations to clients on WhatsApp using Pabbly Connect and Pabbly Form Builder. By following the detailed steps, you can streamline your client communication and enhance your business efficiency. Implementing this automation not only saves time but also improves client satisfaction by providing instant responses.

With Pabbly Connect, integrating various applications for seamless automation has never been easier. Start using this powerful tool today to transform your business processes!