Automatically Send Birthday Wishes to Customers from CRM Using Pabbly Connect

Learn how to automatically send birthday wishes to customers using Pabbly Connect, integrating HubSpot and WhatsApp seamlessly for effective customer engagement. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To get started with automating birthday wishes, first, access Pabbly Connect by visiting their official website. If you are a new user, click on the ‘Sign Up Free’ button to create an account in just a few minutes. Existing users can simply sign in to access their dashboard and begin creating workflows.

Once logged in, locate the option to create a workflow by clicking the plus sign. Name your workflow, such as ‘Send Birthday Wishes to Customers from CRM,’ and click on create. This sets the foundation for your automation using Pabbly Connect.

2. Setting Up the Scheduler in Pabbly Connect

In this step, you will configure the scheduler that triggers the birthday wishes automation. In the trigger window, select the application name as ‘Scheduler’ from Pabbly Connect. Choose how often you want this workflow to run—select ‘Every Day’ and set the time to 10:00 AM.

• Select ‘Scheduler’ from Pabbly Connect.
• Set the frequency to ‘Every Day’.
• Choose the time as 10:00 AM.

After saving, you will receive a confirmation that your workflow is scheduled to run daily at the specified time. This ensures that the birthday wishes will be sent out automatically each day using Pabbly Connect.

3. Capturing Customer Birthday Details

Next, you need to capture the current date to compare it with customer birthdays. In the action window, select ‘Date and Time Formatter’ from Pabbly Connect and choose the action event as ‘Current Date’. Connect and set the date format to DD/MM/YY.

After setting the format, click on ‘Save and Send Test Request’ to retrieve today’s date. You will now compare this date with the birthdays stored in your HubSpot CRM. This step is crucial for ensuring that the right customers receive their birthday wishes.

4. Integrating HubSpot CRM with Pabbly Connect

To fetch the birthday details, you need to integrate HubSpot CRM with Pabbly Connect. Click on the plus sign to add an action step, select ‘HubSpot CRM’, and choose the action event as ‘Search or Contact’. Connect your HubSpot account by following the prompts.

• Choose ‘Search or Contact’ in HubSpot CRM.
• Map the date of birth property.
• Set the matching operator to ‘Contains Token’.

Map the required output properties such as the customer’s name, email, and phone number. By doing this, Pabbly Connect will retrieve all necessary information to send birthday wishes effectively.

5. Sending Birthday Wishes via WhatsApp

Finally, to send birthday wishes, integrate WhatsApp Cloud API with Pabbly Connect. Add an action step, select ‘WhatsApp Cloud API’, and choose ‘Send Template Message’ as the action event. Connect your WhatsApp account using the provided credentials.

Choose the approved birthday wish template and map the customer’s phone number from the iterator response. Once all details are filled out, click on ‘Save and Send Test Request’ to verify if the message is sent successfully. This completes the automation process, ensuring that customers receive their birthday wishes directly on WhatsApp.

Conclusion

By following these steps, you can effectively automate the process of sending birthday wishes to customers using Pabbly Connect. This integration not only enhances customer engagement but also ensures timely communication. With Pabbly Connect, automating such tasks becomes seamless and efficient.