How to Send Email Attachments to WhatsApp Using Pabbly Connect

Learn how to automate sending email attachments to WhatsApp using Pabbly Connect. Follow this step-by-step guide to streamline your recruitment process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email to WhatsApp Automation

To begin automating the process of sending email attachments to WhatsApp, you will first need to access Pabbly Connect. This platform serves as the central hub for integrating various applications, including Gmail and WhatsApp.

Login to your Pabbly Connect account or sign up for free if you’re a new user. After logging in, you’ll be directed to the dashboard where you can create a new workflow. Click on the blue button labeled ‘Create Workflow’ and name your workflow something descriptive, like ‘Send Email Attachments to WhatsApp’.

2. Creating a Trigger in Pabbly Connect Using Email Parser

The next step in your automation is to set a trigger within Pabbly Connect. For this, you will use the Email Parser application to capture incoming emails. Select ‘Email Parser’ as your trigger application.

• Choose ‘Email Parser’ and copy the provided email parser address.
• Go to your Gmail settings, navigate to the ‘Forwarding and POP/IMAP’ tab, and add the email parser address as a forwarding address.
• Verify the forwarding address by entering the confirmation code sent to your Pabbly Connect email parser.

Once the email parser is set up, you can forward your emails to this address. This allows Pabbly Connect to capture all incoming emails, including attachments, which will be sent to WhatsApp.

3. Sending Captured Email Data to WhatsApp via Pabbly Connect

After configuring the email parser, the next step is to add an action to send the captured email data to WhatsApp. In this step, you will use the Interact application, which is linked with the WhatsApp API.

In your Pabbly Connect workflow, select Interact as the action application. You will need to connect your Interact account by providing the secret key from your Interact dashboard. Once connected, you need to fill in the required fields:

• Country Code: Specify your country code.
• Phone Number: Enter the full phone number you wish to send the WhatsApp message to.
• Template Code Name: This is the name of the WhatsApp message template you created in Interact.

Fill in these fields accurately to ensure that the WhatsApp message is sent correctly. This integration allows you to automate the sending of emails and attachments directly to WhatsApp.

4. Customizing Your WhatsApp Message Template in Interact

Before sending messages, you need to create a WhatsApp message template in Interact. This template will define how your messages appear on WhatsApp. Ensure your template is approved by Facebook to avoid any issues.

In your Interact dashboard, navigate to the template section and create a new template. You will need to specify the message body and include variables that will be dynamically replaced with email data. For example:

Include variables for sender name, email address, subject line, and the body of the email. Make sure to keep the template simple and clear for better engagement.

After creating your template, copy the template code name and paste it into your Pabbly Connect workflow to ensure the correct template is used when sending messages.

5. Filtering Specific Emails for WhatsApp Notifications

To refine your automation, you can set conditions to filter which emails are sent to WhatsApp. This is particularly useful for HR professionals who only want job-related emails forwarded.

In Pabbly Connect, add a filter step after capturing the email data. Set conditions based on the subject line, such as:

If the subject line contains keywords like ‘job’, ‘resume’, or ‘vacancy’. Only proceed with sending to WhatsApp if these conditions are met.

This filtering process ensures that you only receive relevant emails on WhatsApp, making your communication streamlined and efficient.

Conclusion

By using Pabbly Connect, you can seamlessly automate the process of sending email attachments to WhatsApp. This integration not only saves time but also enhances communication efficiency in your recruitment process.