How to Save WhatsApp Chat Responses in Airtable Using Pabbly Connect

Learn how to automate saving WhatsApp chat responses in Airtable using Pabbly Connect. Follow this detailed tutorial for step-by-step integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate saving WhatsApp chat responses in Airtable, the first step is to access Pabbly Connect. Open a web browser and enter the URL Pabbly.com/connect to reach the main landing page of Pabbly Connect. Here, you can either sign in as an existing user or sign up for a free account if you are new.

Once signed in, you will be directed to the Pabbly Connect dashboard. From here, you can create folders to organize your workflows. Click on the plus sign to create a new folder and name it appropriately. After setting up your folder, click on ‘Create Workflow’ to begin the integration process.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, select the option to create a new workflow. Choose the classic version and name your workflow as ‘Save WhatsApp Chat Response in Airtable Based on Flow Question’. This name will help you easily identify the workflow later. using Pabbly Connect

After creating your workflow, you will see two modules: Trigger and Action. The Trigger module is where you define what will start the automation. Select ‘WhatsApp Cloud API’ as your trigger application and choose ‘Message Notification’ as the trigger event. This setup allows Pabbly Connect to listen for incoming messages on WhatsApp.

• Select WhatsApp Cloud API as Trigger Application.
• Choose Message Notification as Trigger Event.
• Copy the provided webhook URL for future use.

Once you have set the trigger, copy the webhook URL provided by Pabbly Connect. This URL is crucial for connecting your WhatsApp messages to Airtable.

3. Configuring WhatsApp Cloud API with Pabbly Connect

Next, you need to configure the WhatsApp Cloud API to work with Pabbly Connect. Open your Facebook Developers page and navigate to your business account. Search for WhatsApp, and under the configuration section, paste the webhook URL you copied earlier into the callback URL field. using Pabbly Connect

In the same configuration area, you will need to enter a verification token. Use the token ‘PABY FB’ as specified by Pabbly Connect. After entering the token, click on ‘Verify’ and then save the settings. This step ensures that WhatsApp can communicate with Pabbly Connect effectively.

• Paste the webhook URL in the callback URL field.
• Enter ‘PABY FB’ as the verification token.
• Click on Verify and Save the configuration.

After saving, enable the subscribe toggle for messages. This will allow Pabbly Connect to receive notifications whenever a message is sent to your WhatsApp number.

4. Testing the Integration with a Sample Message

To ensure everything is set up correctly, send a test message through WhatsApp. Open your WhatsApp and send a message such as ‘Hi, I want to learn how to automate business by integrating applications, please guide me.’ This will simulate a real user query. using Pabbly Connect

Upon sending the test message, return to Pabbly Connect and check if the webhook has received the message. You should see the captured response in the Pabbly Connect dashboard, confirming that the integration is functioning correctly.

Send a test message from WhatsApp. Check Pabbly Connect for the captured response. Ensure the message details are displayed correctly.

If the test is successful, you are ready to move on to integrating Airtable with Pabbly Connect.

5. Integrating Airtable to Save WhatsApp Responses

Now that Pabbly Connect is receiving messages from WhatsApp, the next step is to integrate Airtable. Select Airtable as your action application and choose ‘Create Record’ as the action event. Click on ‘Connect’ to establish a connection between Pabbly Connect and Airtable. using Pabbly Connect

You will need to grant access to your Airtable account. Select the base you created for WhatsApp responses and grant the necessary permissions. After successful authorization, you can start mapping the data.

Select Airtable as Action Application. Choose Create Record as Action Event. Map WhatsApp message details to Airtable fields.

Map the phone number and the user query from the WhatsApp message to the corresponding fields in Airtable. Once the mapping is complete, click on ‘Save and Send Test Request’. This will send the data to Airtable and confirm that the integration is working as expected.

Conclusion

In this tutorial, we demonstrated how to save WhatsApp chat responses in Airtable using Pabbly Connect. By following these steps, you can automate the process of capturing user queries from WhatsApp and organizing them in Airtable effectively. This integration not only saves time but also enhances your ability to manage customer interactions seamlessly.