How to Get WhatsApp Messages for New Leads in Kartra Using Pabbly Connect

Learn how to integrate Kartra with WhatsApp using Pabbly Connect to receive instant alerts for new leads. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect to Receive WhatsApp Messages

To get started with receiving WhatsApp messages for new leads created in Kartra, you first need to access Pabbly Connect. Visit the Pabbly website and sign up for a free account. This will allow you to utilize the automation tasks necessary for connecting your applications.

Once you have signed up, log in to your Pabbly Connect dashboard. Here, you will create a new workflow specifically for receiving WhatsApp alerts whenever a new lead is generated through your Kartra forms.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘Kartra Lead Alerts on WhatsApp’. This name will help you identify the workflow later on. using Pabbly Connect

• Click on the ‘Create’ button to finalize the workflow name.
• Select ‘Kartra’ as your trigger application.
• Choose the trigger event ‘Lead Fills Opt-in Form’.

After setting up the trigger, you will need to connect your Kartra account to Pabbly Connect using a webhook URL. This URL will allow Pabbly Connect to receive data from Kartra whenever a new lead fills out the form.

3. Connecting Kartra to Pabbly Connect

To connect Kartra with Pabbly Connect, navigate to the ‘My Integrations’ section in your Kartra dashboard. Here, click on the API tab and select ‘My API’. You need to activate the outbound API by checking the relevant option.

Next, paste the webhook URL provided by Pabbly Connect into the designated field in Kartra. Make sure to select the event ‘Lead Fills Form’ to ensure that the data is sent whenever a new lead is created.

4. Testing the Integration with Pabbly Connect

After setting up the connection, it’s time to test the integration. Fill out the opt-in form on your Kartra landing page with dummy data. Once submitted, you should see the lead details captured in Pabbly Connect. using Pabbly Connect

• Ensure the lead data appears in the response section of Pabbly Connect.
• Confirm that the submission triggers the workflow successfully.

This test will validate that your setup is working correctly and that you can receive WhatsApp messages for new leads.

5. Sending WhatsApp Messages via Pabbly Connect

Now that the integration is tested, you need to set up the action step to send WhatsApp messages. In Pabbly Connect, select WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message’. using Pabbly Connect

Connect to WhatsApp by entering your permanent access token, phone number ID, and business account ID. These credentials are crucial for sending messages through the WhatsApp API.

Map the lead details to the WhatsApp message template you created, ensuring that the name, email, and other relevant information are dynamically included in the message. Once everything is set, click on ‘Save and Send Test Request’ to verify that the message is sent successfully.

Conclusion

By following this guide, you can effectively set up a Pabbly Connect integration that sends WhatsApp messages whenever a new lead is created in Kartra. This automation streamlines your lead management process and ensures you are promptly notified of new leads.