Automate WhatsApp Messages to New Odoo Leads in Seconds with Pabbly Connect

Learn how to automate WhatsApp messages to new Odoo leads using Pabbly Connect in this step-by-step guide. Streamline your lead communication today! 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. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages to new Odoo leads, you first need to access Pabbly Connect. Navigate to the Pabbly Connect homepage by entering Pabbly.com/connect in your browser. This platform will allow you to seamlessly integrate your Odoo account with WhatsApp Cloud API.

Once on the Pabbly Connect homepage, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply sign in. After logging in, you will be directed to the Pabbly apps window where you can choose Pabbly Connect to start setting up your workflow.

2. Creating Your Workflow in Pabbly Connect

To create an automated workflow, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. This will prompt you to select the workflow builder. Choose the ‘New Beta’ version for a more modern experience.

• Click on ‘Create’ to proceed.
• Name your workflow as ‘Automate WhatsApp Messages to New Odoo Leads in Seconds’.
• Select a folder for saving your workflow, such as ‘Automations’.

By following these steps, you will have successfully set up your workflow in Pabbly Connect. This is where you will define the trigger and action that will automate the process of sending WhatsApp messages to your leads.

3. Setting Up the Trigger for New Odoo Leads

Now that your workflow is created, the next step is to set up the trigger. Click on the ‘Add Trigger’ button and select ‘Odoo’ as your trigger application. For the app event, choose ‘Configure Webhooks’.

Upon clicking ‘Connect’, you will receive a webhook URL. Copy this URL as it will be used to connect your Odoo account to Pabbly Connect. In your Odoo account, navigate to the CRM section and select ‘Automations’. Create a new automation rule named ‘New Lead Generated’ and set the trigger to ‘On Create’.

• Add an action to ‘Send Webhook Notification’.
• Paste the copied webhook URL in the URL field.
• Select the fields such as Name, Phone Number, and Email Address.

With this configuration, your Odoo account is now set to trigger a webhook to Pabbly Connect whenever a new lead is created.

4. Configuring WhatsApp API Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action to send WhatsApp messages. In Pabbly Connect, click on ‘Add Action’ and select ‘WhatsApp Cloud API’ as the action application.

Choose the action event as ‘Send Template Message New’. Click ‘Connect’ to establish a connection. You will need to input your WhatsApp Cloud API credentials including the access token, phone number ID, and WhatsApp business account ID.

Map the phone number from the lead generated in Odoo. Select the template ID for the message you want to send. Ensure to include variables in your template for personalization.

After entering all the necessary details, save your configuration. This will enable Pabbly Connect to send personalized WhatsApp messages to your leads automatically.

5. Testing the Integration of Pabbly Connect

To ensure everything is set up correctly, it’s important to test the integration. Generate a new lead in your Odoo account by clicking on the ‘New’ button and filling in the required details such as name, email, and phone number.

After creating the lead, check your WhatsApp to see if you have received the automated message. The message should be personalized, thanking the lead for their interest. This confirms that your automation is working as intended through Pabbly Connect.

Verify that the message includes the lead’s name correctly. Check the content of the message matches your template.

Once you receive the message, your automation setup is complete, and you can now send WhatsApp messages to new Odoo leads automatically using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages to new Odoo leads using Pabbly Connect. By following these detailed steps, you can streamline your lead communication effectively. Automating this process saves time and ensures that your leads receive timely responses.