Send Automated WhatsApp Messages to New Leads

Learn how to send automated WhatsApp messages to new leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 start sending automated WhatsApp messages to new leads, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect, where you will find options to sign in or sign up.

If you’re a new user, click on ‘Sign Up Free’ to get started with 100 free tasks per month. Existing users should simply sign in. Once logged in, you will see the Pabbly apps window. Click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the button to create a workflow and select the workflow builder. You have the option to choose between the beta and classic versions; we recommend the beta for a modern experience.

• Select ‘New Beta’ for a faster interface.
• Name your workflow as ‘Send Automated WhatsApp Messages to New Leads’.
• Choose a folder for organization, such as ‘Automations’.

Click the ‘Create’ button to finalize your workflow setup. In this workflow, you will define triggers and actions to automate your WhatsApp messaging process.

3. Setting Up the Trigger for New Leads

Now, it’s time to set up the trigger for your automation. Since you will be receiving new leads through your 99 Acres account, select 99 Acres as your trigger application and choose ‘New Leads’ as the app event.

• Click on ‘Connect’ to receive a webhook URL.
• Copy the webhook URL and configure it in your 99 Acres account.
• Wait for the 99 Acres team to activate your integration.

Once activated, you will start receiving lead information in Pabbly Connect. Test this by sending a dummy response to ensure everything is working correctly.

4. Adding Action Step with Pabbly Chatflow

After successfully setting up your trigger, the next step is to add an action to send the automated WhatsApp message. Choose Pabbly Chatflow as your action application and select ‘Send Template Message’ as the app event.

To connect your Pabbly Chatflow account, you will need an API token. Go to your Pabbly Chatflow dashboard, click on ‘Settings’, and then select ‘API and Webhook’ to find your API token. Copy this token and paste it in Pabbly Connect to establish the connection.

Enter the recipient’s mobile number, which should be dynamically mapped from the lead’s data. Select the template name you want to use for the message. Fill in any required fields and click ‘Save and Send Test Request’.

After this, you should receive an automated WhatsApp message in your WhatsApp account, confirming that the integration is successful.

5. Conclusion: Automate WhatsApp Messaging with Pabbly Connect

In this tutorial, we have successfully set up an automation process using Pabbly Connect to send automated WhatsApp messages to new leads. By integrating your 99 Acres account with Pabbly Chatflow, you can ensure instant communication with your leads.

This integration not only enhances your engagement with potential clients but also streamlines your workflow. Follow these steps to set up your automation today and enjoy the benefits of using Pabbly Connect for your business needs.