How to Send Emails to WhatsApp Automatically Using Pabbly Connect

Learn how to send emails from Microsoft Office 365 to WhatsApp automatically using Pabbly Connect. Follow this detailed tutorial for seamless 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. Introduction to Pabbly Connect Automation

In this tutorial, we will explore how to use Pabbly Connect to send emails from Microsoft Office 365 to WhatsApp automatically. This automation allows users to receive notifications on WhatsApp whenever they get important emails in their Outlook account.

This setup is particularly useful for scenarios such as receiving payment notifications from Stripe or alerts for job applications. With Pabbly Connect, you can filter and send only the emails that matter to you, streamlining your communication process.

2. Setting Up Your Pabbly Connect Account

To begin, access Pabbly Connect by visiting its official website. If you don’t have an account, create a free account by clicking on the ‘Sign Up’ button. Existing users can log in directly.

Once you are logged in, you will be directed to your dashboard. Here, click on the ‘Create Workflow’ button. Name your workflow something like ‘Get Notified on WhatsApp About Specific Emails’ and click on ‘Create’ to proceed.

3. Connecting Microsoft Office 365 to Pabbly Connect

In your newly created workflow, you will see two sections: Trigger and Action. The trigger event for this automation will be a new email in Microsoft Office 365. To set this up, select Microsoft Office 365 as the application and choose the trigger event ‘New Email’.

Next, click on the ‘Connect’ button. You will need to authorize Pabbly Connect to access your Microsoft Office 365 account. Click on ‘Add New Connection’ and follow the prompts to log in and grant the necessary permissions. Once connected, Pabbly Connect will fetch the most recent email from your Outlook account automatically.

4. Filtering Emails Before Sending to WhatsApp

After fetching the email, you need to filter it to ensure only relevant emails trigger a WhatsApp notification. To do this, add a filter step in your workflow. This feature allows you to set conditions based on the email subject line.

• Set the condition: Subject contains ‘payout’.
• Add another condition: Subject also contains ‘US dollar’.

This ensures that only emails containing these specific keywords proceed to the next step. If the conditions are met, Pabbly Connect will continue to the WhatsApp notification step; otherwise, it will stop.

5. Sending WhatsApp Notifications via Pabbly Connect

Now that your email is filtered, it’s time to send the notification via WhatsApp. Select WhatsApp Cloud API as the application for this action. Click on ‘Connect’ and add a new connection by providing the required details such as your WhatsApp Business Account ID and permanent token. using Pabbly Connect

In this step, you will also need to select the message template you created for WhatsApp notifications. Make sure to fill in the recipient’s mobile number and the body of the message with the relevant amount from the email subject line. Finally, test your connection by sending a test message to ensure everything is set up correctly.

Conclusion

Using Pabbly Connect, you can easily automate the process of sending important emails from Microsoft Office 365 to WhatsApp. This integration not only saves time but ensures you never miss crucial notifications. Start using Pabbly Connect today for seamless automation!