Automate WhatsApp Follow-Up Messages with Pabbly Connect

Learn how to send personalized WhatsApp follow-up messages automatically for contact form leads using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To send personalized WhatsApp follow-up messages automatically for contact form leads, you first need to set up Pabbly Connect. Access the Pabbly Connect dashboard by logging in to your account at pabby.com. If you are a new user, you can sign up for free and get 100 tasks per month.

After signing in, create a new workflow by clicking on the ‘Create Workflow’ button. Choose the new beta workflow builder for a modern and flexible experience. Name your workflow as ‘Send Personalized WhatsApp Follow-Up Messages Automatically for Contact Form Leads’ and select the appropriate folder for organization.

2. Configuring the Trigger with Contact Form 7

In this step, we will set up the trigger application in Pabbly Connect. Select ‘Contact Form 7’ as your trigger application. The trigger event you will choose is ‘New Form Submission’. This means that whenever a new lead fills out the contact form, the workflow will be activated.

• Open your WordPress dashboard and navigate to Contact Form 7.
• Edit the form you want to connect.
• Copy the webhook URL provided by Pabbly Connect and paste it into the webhook URL field in Contact Form 7.

After saving the changes, go back to Pabbly Connect and test the webhook connection by submitting a test lead through your contact form. This will confirm that the integration is set up correctly and will capture the lead details.

3. Sending WhatsApp Messages Using Pabbly Connect

Now that the trigger is configured, the next step is to set up the action to send WhatsApp messages. In Pabbly Connect, add a new action step and select ‘WhatsApp Cloud API’ as your action application. Choose the action event as ‘Send Template Message’.

To connect to WhatsApp Cloud API, you will need to enter your access token, phone number ID, and WhatsApp business account ID. You can find these details by visiting the Meta for Developers website and navigating to your app’s API setup section. Make sure to generate your access token and copy the required IDs into Pabbly Connect.

• Map the phone number from the contact form submission to ensure dynamic messaging.
• Select the template ID that corresponds to your confirmation message.

After setting up the message details, save and send a test request to verify that the WhatsApp message is sent correctly. You should see the confirmation message in your WhatsApp.

4. Setting Up a Delay for Follow-Up Messages

To ensure that follow-up messages are sent after a specific time, you will need to add a delay in Pabbly Connect. Click on ‘Add New Action Step’ and select ‘Delay by Pabbly’. Set the delay time to 2 days.

This delay allows you to send the initial confirmation message immediately, while the follow-up message will be sent after the specified delay. Ensure that you save and test this delay step in your workflow to confirm it functions as expected.

After the delay is configured, you can proceed to set up the follow-up message using the same WhatsApp Cloud API action. Select the follow-up template you created earlier and map the necessary fields just like you did for the confirmation message.

5. Finalizing Your Workflow with Pabbly Connect

After configuring all the steps in your workflow, you can finalize it by saving your settings in Pabbly Connect. This automation allows you to engage leads more effectively by sending personalized WhatsApp follow-up messages automatically.

With this setup, every time a lead fills out the contact form, they will receive immediate acknowledgment and a follow-up message after 2 days. This not only enhances customer interaction but also helps in closing more sales.

By using Pabbly Connect, you can streamline your communication process and save valuable time while ensuring that no lead goes unattended.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, this tutorial demonstrated how to send personalized WhatsApp follow-up messages automatically for contact form leads using Pabbly Connect. By following these steps, you can automate your lead engagement and improve your sales process.