What If WhatsApp Replied Automatically — And Saved Every Lead to Your CRM?

Learn how to automate WhatsApp replies and store leads in your CRM using Pabbly Chatflow and Pabbly Chatflow. Step-by-step tutorial included! Explore how leading businesses automate customer interactions with carefully designed chat sequences that feel natural and helpful.

Watch Step By Step Video Tutorial Below

1. Getting Started with Pabbly Chatflow

To automate WhatsApp responses, you need to access Pabbly Chatflow. Start by visiting the Pabbly Chatflow website. You can sign up for free and get started with 100 free tasks every month. This allows you to explore the features without any commitment.

Once you sign up, log in to your account. On the dashboard, you can manage your WhatsApp numbers and access various features. The first step is to add your WhatsApp number by clicking on the ‘Add WhatsApp Number’ button. This integration is crucial as it sets the foundation for automating your responses.

2. Creating Your Chatflow for Automatic Replies

After adding your WhatsApp number, navigate to the flow feature in Pabbly Chatflow. Click on the ‘Add Flow’ button to create a new flow. Name your flow descriptively, such as ‘WhatsApp Reply Automatically and Save Every Lead to Your CRM’. This helps you identify the flow later.

• Select the trigger event for your flow.
• Add keywords that will initiate the conversation.
• Connect your trigger to the text button for the welcome message.

By setting up these elements, you ensure that your WhatsApp chatbot is ready to engage users automatically. This setup enhances customer experience by providing instant responses and collecting leads efficiently.

3. Collecting User Information through Chatflow

Once the welcome message is set, you can begin collecting user information. Utilize the ‘Ask Question’ feature to gather essential details from users. For instance, you can ask for their business name, website type, and budget. Each piece of information should be stored in custom fields for easy access.

To do this, drag and drop the ‘Ask Question’ box and connect it to the action buttons. Make sure to specify the format for each question, such as text for the business name. This structured approach ensures that you capture all necessary data without missing any details.

• Create custom fields for business name, website type, and budget.
• Map the responses to these fields for future reference.
• Ensure the flow continues to the next step after collecting information.

By following these steps, Pabbly Chatflow effectively captures leads and enhances communication with potential customers.

4. Integrating Pabbly Connect for Data Storage

After collecting user information, the next step is to integrate with Pabbly Connect for data storage. You will need to set up an API request within your flow. This allows you to send collected data directly to your Google Sheet or CRM.

To do this, drag and drop the API request action into your flow. You will need to paste the webhook URL generated from Pabbly Connect. This URL acts as a bridge between your chat flow and the data storage solution.

Select the POST method for the API request. Map the collected data fields to their respective columns in Google Sheets. Test the API request to ensure data is being sent correctly.

With this integration, you can automate the process of saving leads without manual effort, making your workflow efficient and reliable. Pabbly Connect is essential for this seamless operation.

5. Finalizing Your Chatflow and Sending Confirmation

Once the data integration is complete, finalize your chat flow by sending a confirmation message to users. This message should inform them that their information has been received and will be reviewed shortly. This enhances user experience and builds trust.

To do this, drag and drop a text button at the end of your flow and enter a friendly confirmation message. This step ensures users feel acknowledged and valued after interacting with your chatbot.

Ensure all paths in your flow lead to a confirmation message. Test the entire flow to confirm all messages and data are processed correctly. Make any necessary adjustments based on test results.

By completing these steps, your Pabbly Chatflow setup will be fully operational, allowing you to automatically reply to inquiries and capture leads efficiently.

Conclusion

In conclusion, using Pabbly Chatflow alongside Pabbly Connect enables you to automate WhatsApp responses and efficiently save leads to your CRM. This integration not only enhances customer interaction but also streamlines your data management process. Start automating today and improve your business operations!