Automate Consultation Reminders via WhatsApp

Learn how to automate consultation reminders via WhatsApp using Pabbly Connect. Step-by-step guide to integrate Google, Zoho, and more! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate consultation reminders via WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and either sign in or create a free account. New users are offered 100 free tasks to explore the platform’s capabilities.

Once logged in, navigate to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin. You can choose between the new beta version or the classic version for building your workflow. For this tutorial, we will use the new beta version.

2. Creating the Workflow in Pabbly Connect

In this section, you will set up the workflow to automate consultation reminders using Pabbly Connect. After selecting the beta version, name your workflow ‘Automate Consultation Reminders via WhatsApp’ and choose a folder to save it.

Next, you need to select your trigger application. For this automation, choose Google Sheets to capture form submissions. Click on the plus button to add Google Sheets as your trigger application, and select the event as ‘New or Updated Spreadsheet Row.’ Connect your Google account and copy the webhook URL provided.

• Click on ‘Extensions’ in Google Sheets.
• Select ‘Add-ons’ and then ‘Get Add-ons.’
• Search for ‘Webhook’ and install the Pabbly Connect Webhook add-on.

After installation, go back to the add-on and set up the initial configuration by pasting the copied webhook URL. Set the trigger column to the last column of your sheet and send a test response. This confirms that your Google Sheets is properly integrated with Pabbly Connect.

3. Integrating Zoho CRM with Pabbly Connect

Now that your trigger is set up, the next step is to create a contact in Zoho CRM using Pabbly Connect. Click on the plus button to add an action application and select Zoho CRM. Choose the ‘Create Contact’ event and connect your Zoho account by entering your domain.

Once connected, you will need to map the fields from your Google Sheets to Zoho CRM. For the lead source, use the name of your form. Make sure to map the first name and email of your customer. Utilize the mapping feature to ensure that the data updates dynamically with each new submission.

• Map the first name and last name from the full name field.
• Add a description that includes the service type selected by the customer.
• Save the action and send a test request to ensure the contact is created successfully.

After saving, check your Zoho CRM account to confirm that the contact has been created with the correct details, indicating successful integration through Pabbly Connect.

4. Sending WhatsApp Reminders via Pabbly Connect

The final step in this automation is to send WhatsApp reminders to your customers. For this, you will use Pabbly Connect again. Click the plus button and select Pabbly Chatflow as the action application. Choose the ‘Send Message’ event and connect your Chatflow account.

To set up the message, map the recipient’s WhatsApp number and craft the message to include the customer’s name and consultation date. This personalization ensures that the message is relevant and informative.

Map the WhatsApp number shared by the customer. Include a static part of the message along with dynamic fields for personalization. Send a test request to verify that the message is sent correctly.

After successfully sending the test message, you will need to add a delay to ensure that reminders are sent 24 hours before the scheduled consultation. Use the ‘Delay by Pabbly’ feature and set it to delay until the consultation date.

5. Conclusion

By following these steps, you can effectively automate consultation reminders via WhatsApp using Pabbly Connect. This integration not only minimizes no-shows but also enhances customer engagement. With Pabbly Connect, you can streamline your business processes and improve customer communication effortlessly.