Pabbly Chatflow Automation: Capture Leads & Bookings on WhatsApp (Revenue Booster)

Learn how to automate lead capturing and bookings on WhatsApp using Pabbly Chatflow and Pabbly Chatflow in this detailed step-by-step tutorial. Discover practical methods for designing chat sequences that capture leads, answer questions, and guide users to the next step in your funnel.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Automation

To begin using Pabbly Chatflow, navigate to the official website and sign up or log in. This platform allows you to create automated workflows that capture leads and bookings via WhatsApp.

Once logged in, you will see the dashboard where you can access various features. Click on the ‘Access Now’ button for Pabbly Chatflow. Here, you can connect your WhatsApp number by selecting either WhatsApp Connect or Manual Token Connect.

2. Creating a WhatsApp Chatbot Flow with Pabbly Chatflow

In this section, we will create a flow for your WhatsApp chatbot using Pabbly Chatflow. Start by clicking on the ‘Flows’ option in the sidebar. You will be directed to the flow builder page.

• Click the ‘Add Flow’ button.
• Name your flow, for example, ‘Capture Leads and Bookings on WhatsApp’.
• Select a trigger event, such as ‘Keyword or Regex Match’.

After setting up the trigger, drag and drop message blocks to create a welcome message. Add buttons for services offered, which will guide users through the booking process.

3. Configuring Service Options and User Inputs

Now that we have established the basic flow in Pabbly Chatflow, let’s configure the services and collect user information. After the welcome message, users will select a service from the provided options.

To do this, create a list node where you can add different services. For instance, you might include:

• Haircut
• Facial
• Manicure

Once a user selects a service, prompt them to enter their full name, email, preferred appointment date, and time.

4. Integrating Pabbly Connect to Save Data to Google Sheets

After collecting user inputs, it’s essential to save this data for future reference. This is where Pabbly Connect comes into play. Use the API request node in your flow to connect to Google Sheets.

To set this up, follow these steps:

Create a new workflow in Pabbly Connect. Select the trigger as ‘New Message Received’ from Pabbly Chatflow. Copy the webhook URL and paste it into your WhatsApp flow.

>Once set, map the user details to the corresponding fields in your Google Sheet, ensuring that each entry is recorded accurately.

5. Finalizing Your WhatsApp Chatbot with Pabbly Chatflow

Now that your flow is complete, it’s time to finalize the setup in Pabbly Chatflow. Add a confirmation message that thanks users for their booking and summarizes their details.

For example, the confirmation message could say: ‘Thank you, [Full Name]. Your appointment for [Service Type] is confirmed for [Date] at [Time].’ This personalized touch enhances user experience.

Finally, save your flow and test it to ensure everything works seamlessly. Share your flow link with others to let them experience the benefits of automation with Pabbly Chatflow.

Conclusion

In this tutorial, we explored how to automate lead capturing and bookings on WhatsApp using Pabbly Chatflow and Pabbly Connect. By setting up a WhatsApp chatbot, you can streamline your business operations and enhance customer engagement.