Author: Nitin Maheshwari

Learn how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. Follow our detailed guide for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with WhatsApp, first, access Pabbly Connect. Visit the Pabbly website and sign in to your existing account or create a new one. Once signed in, navigate to the Pabbly Connect dashboard to initiate the workflow setup.

On the dashboard, click on the ‘Create a Workflow’ button. You will be prompted to name your workflow; for this example, you can use ‘Facebook Leads to WhatsApp’. This sets the stage for automating your marketing process using Pabbly Connect.

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2. Setting Up Facebook Lead Ads Trigger in Pabbly Connect

In the workflow setup, you will see two sections: Trigger and Action. For the Trigger, select ‘Facebook Lead Ads’ as the application. Then, choose ‘New Lead Instant’ as the trigger event. This configuration ensures that every time a new lead is generated on Facebook, it triggers the action to send a WhatsApp message.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account and authorize access.

After connecting, you will need to specify your Facebook page name and the form you created for leads. This is crucial for Pabbly Connect to capture the correct lead details. Save and test the connection to ensure everything is working correctly.

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3. Formatting Lead Information for WhatsApp

Once the trigger is set up, the next step is to format the lead information for WhatsApp. In this stage, you will add a Text Formatter action in Pabbly Connect. Select ‘Text Formatter’ and then choose ‘Split Text’ as the action event. This allows you to manipulate the phone number received from the lead.

• Input the phone number into the text field.
• Set the separator to ‘+’ to remove it from the number.
• Save and test to confirm the phone number is formatted correctly.

This step is essential as WhatsApp requires a specific format for phone numbers, and Pabbly Connect makes it easy to automate this process.

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4. Sending WhatsApp Messages Using Pabbly Connect

Now that the lead information is formatted, the final action is to send a WhatsApp message using the WhatsApp Cloud API. In the action setup, select ‘WhatsApp Cloud API’ as the application and choose ‘Send Template Message’ as the action event. This allows you to send a pre-defined message to the lead’s WhatsApp. using Pabbly Connect

In this step, you will need to enter several details, including your WhatsApp business account ID and the temporary access token key. These can be obtained from the WhatsApp developer page. Map the recipient’s mobile number and fill in the template message details, including the document URL for your store’s brochure.

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Conclusion

By following these steps, you can successfully automate the process of sending WhatsApp messages to your Facebook leads using Pabbly Connect. This integration not only saves time but also enhances your marketing strategy by ensuring timely communication with potential customers. Start using Pabbly Connect today to streamline your marketing efforts and improve customer engagement.

Learn how to use Pabbly Connect to automate WhatsApp messages for your Tiffin service using Facebook Lead Ads. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for automating your Tiffin service marketing, visit the Pabbly website. Sign up for a free account or log in if you already have one. Once logged in, navigate to Pabbly Connect from the dashboard.

After accessing Pabbly Connect, look for the ‘Create Workflow’ button at the top right corner. Click on it to begin setting up your automation process.

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2. Creating Your Facebook to WhatsApp Workflow

In this section, you will create a workflow that integrates Facebook Lead Ads with WhatsApp using Pabbly Connect. Start by naming your workflow, such as ‘Facebook to WhatsApp,’ and then proceed to configure the trigger.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

Once connected, you will need to map your Facebook page and the specific form you created for leads. This is essential for ensuring that the correct data flows into Pabbly Connect.

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3. Testing the Facebook Lead Trigger

After setting up the trigger, it’s crucial to test it to ensure that Pabbly Connect is receiving data from Facebook Lead Ads. Create a test lead by filling out your Facebook form and submitting it.

Return to Pabbly Connect and check if the test lead data appears correctly. This step verifies that the integration is functioning as intended and that Pabbly Connect can capture the lead details.

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4. Formatting the Phone Number for WhatsApp

Next, you need to format the phone number collected from the Facebook lead to ensure it is compatible with WhatsApp. In Pabbly Connect, add a ‘Text Formatter’ action and select the ‘Split Text’ event.

• Map the phone number from the Facebook lead data.
• Set the delimiter to ‘+’ to remove the plus sign from the number.
• Save and test the formatter to ensure it works correctly.

This formatted phone number will be used in the WhatsApp message sent to the lead, ensuring proper delivery through Pabbly Connect.

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5. Sending WhatsApp Messages Using WhatsApp Cloud API

Finally, set up the action to send a WhatsApp message using the WhatsApp Cloud API. In Pabbly Connect, select ‘WhatsApp Cloud API’ as the action application and choose the ‘Send Template Message’ event.

Fill in the required fields, including the recipient’s mobile number (the formatted number), the template name, and the document URL for your brochure. Ensure all fields are correctly mapped to send the message successfully.

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Conclusion

In conclusion, using Pabbly Connect makes it easy to automate WhatsApp messages for your Tiffin service business whenever a new lead is generated through Facebook Lead Ads. This integration saves time and enhances your marketing efforts.

Learn how to send Instagram post notifications on WhatsApp using Pabbly Connect and WhatsApp Cloud API. Follow our step-by-step tutorial to automate your notifications. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start sending Instagram post notifications via WhatsApp, you’ll first need to access Pabbly Connect. Simply go to your browser and type in ‘Pabbly.com/connect’. If you don’t have an account, click on ‘Sign Up Free’ to create one in just a few minutes. Existing users can click ‘Sign In’ to access their dashboards.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button. You’ll be prompted to name your workflow; for instance, you could name it ‘Instagram to Google Sheets to WhatsApp’. After naming, click on ‘Create’ to proceed.

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2. Setting Up the Instagram Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect to detect new posts on your Instagram account. In the trigger window, select ‘Instagram’ as the app and choose ‘New Media Posted in My Account’ as the trigger event. Click on ‘Connect’ and then select ‘Add New Connection’ to link your Instagram account.

• Select ‘Connect with Instagram’.
• Authorize Pabbly Connect to access your Instagram account.

After successfully connecting your account, click on ‘Save and Send Test Request’. This will retrieve the details of your most recent Instagram post, including the media URL, username, and timestamp, which will be used later in the workflow.

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3. Integrating Google Sheets to Fetch Client Data

With the Instagram trigger set, the next step is to fetch client data from Google Sheets using Pabbly Connect. Scroll down to the action window, search for ‘Google Sheets’, and select ‘Get Rows’ as the action event. Click ‘Connect’ and add a new connection to link your Google Sheets account.

Select the specific spreadsheet containing your client data. For instance, if your spreadsheet is named ‘client data’, choose it from the dropdown. Then, select the relevant sheet (like ‘Sheet1’) and define the data range starting from A2 to capture all necessary information.

• Make sure your data starts from cell A2.
• Ensure the data is formatted correctly in your Google Sheet.

Click ‘Save and Send Test Request’ to retrieve the data from Google Sheets, which will be used to send WhatsApp notifications.

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4. Sending WhatsApp Notifications via WhatsApp Cloud API

Now that you have both the Instagram post details and client data, it’s time to send WhatsApp notifications using Pabbly Connect. Click on ‘Add Action Step’, search for ‘WhatsApp Cloud API’, and select ‘Send Template Message’ as the action event. Connect your WhatsApp Cloud API account by entering your token, phone number ID, and WhatsApp business account ID.

Once connected, you’ll need to select the message template you created in the WhatsApp Cloud API. For example, if your template is named ‘insta_post’, choose it from the dropdown. You will then map the recipient’s mobile number and other dynamic fields from the previous steps, such as the user’s name and Instagram post link.

Map the recipient’s mobile number from the Google Sheets response. Insert dynamic fields for personalization in your message template.

After mapping all necessary fields, click ‘Save and Send Test Request’. This will trigger the sending of the WhatsApp message to the specified number, confirming that your automation is working correctly.

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5. Testing and Finalizing Your Automation

After setting up the workflow, it’s crucial to test everything to ensure it functions as expected. Check the WhatsApp account of the recipient to verify that they received the Instagram post notification. You should see a personalized message containing the post details.

Once you confirm the message is sent successfully, you can finalize your workflow in Pabbly Connect. You can also optimize the workflow further by adding additional applications or modifying the message templates as needed. Remember, Pabbly Connect allows seamless integration with multiple applications, enhancing your automation capabilities.

In summary, you have successfully set up an automation that sends Instagram post notifications via WhatsApp using Pabbly Connect. This integration saves time and ensures your clients receive timely updates about your posts.

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Conclusion

Using Pabbly Connect, you can automate the process of sending Instagram post notifications on WhatsApp easily. This integration not only saves time but also enhances communication with your clients, ensuring they are always updated about your latest posts.

Learn how to automate sending WhatsApp messages with attachments for new Google Forms responses using Pabbly Connect. Step-by-step tutorial included. 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

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1. Accessing Pabbly Connect for Integration

To begin automating your WhatsApp messages with attachments for new Google Forms responses, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you haven’t done so already.

Once logged in, you’ll find yourself on the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Forms to WhatsApp’, and click on create to proceed with the setup.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger to capture new responses from your Google Form. In the trigger window of Pabbly Connect, select ‘Google Forms’ as the app. For the trigger event, choose ‘New Response Received’.

• Select Google Forms in the trigger app.
• Choose the trigger event as New Response Received.
• Copy the webhook URL provided by Pabbly Connect.

With the webhook URL copied, go to your Google Form and navigate to the ‘Responses’ tab. Click on the spreadsheet icon to create a new Google Sheet where the form responses will be stored. After creating the sheet, go to the ‘Extensions’ menu, select ‘Add-ons’, and search for ‘Pabbly Connect Webhooks’ to install the add-on.

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3. Configuring Google Sheets with Pabbly Connect

After installing the Pabbly Connect Webhooks add-on, refresh your Google Sheet. Under the ‘Extensions’ menu, find ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’. Here, you will need to select the sheet that contains your form responses and paste the webhook URL you copied earlier.

• Select the sheet containing form responses.
• Paste the webhook URL into the designated field.
• Choose the trigger column (last data entry column).

Once you have configured these settings, click on ‘Submit’. Next, under the ‘Send on Event’ option, enable it to ensure that every time a new row is added, the data is sent to Pabbly Connect.

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4. Sending WhatsApp Messages via Pabbly Connect

Now that the trigger is set up, it’s time to configure the action to send WhatsApp messages. In the action window of Pabbly Connect, select ‘WhatsApp Cloud API’ as the app and choose the action event ‘Send Template Message’.

Connect your WhatsApp Cloud API account by entering the required credentials, including the token, phone number ID, and WhatsApp Business Account ID. Once connected, select the template you want to use for your WhatsApp message. This template should have been previously created and approved in your WhatsApp Cloud API account.

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5. Finalizing the Automation in Pabbly Connect

After selecting your template, you will need to map the fields from the Google Forms response to the WhatsApp message. This includes mapping the recipient’s mobile number, header document URL, and any dynamic fields like the user’s name.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to test the automation. If successful, you will see a confirmation response in Pabbly Connect, and the WhatsApp message will be sent to the user who submitted the form.

Now, every time a user submits a Google Form, they will automatically receive a WhatsApp message with the specified attachment, streamlining your communication process significantly.

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Conclusion

By following the steps outlined above, you can effectively use Pabbly Connect to automate sending WhatsApp messages with attachments for new Google Forms responses. This integration not only saves time but also enhances customer engagement.

Learn how to automate sending thank you messages to your Facebook leads on WhatsApp using Pabbly Connect and WhatsApp Cloud API. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To start sending thank you messages to your Facebook leads via WhatsApp, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website and signing up for a free account if you haven’t done so already.

Once you’ve logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Facebook Leads to WhatsApp’. This will help you identify the workflow easily in the future.

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2. Setting Up the Trigger with Facebook Lead Ads

In this step, we will set up the trigger for our automation. Within your workflow, you will see a trigger window. Click on ‘Choose App’ and search for ‘Facebook Lead Ads’. From the trigger event options, select ‘New Lead Instant’. using Pabbly Connect

• Click on ‘Connect’ and select ‘Add New Connection’.
• Authorize Pabbly Connect to access your Facebook Lead Ads account.
• Select the Facebook page associated with your lead ads.
• Choose the lead generation form you want to track.

After saving these settings, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect can successfully capture new leads from your Facebook ads.

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3. Sending a WhatsApp Message Using WhatsApp Cloud API

After setting up the trigger, the next step is to send a WhatsApp message to the new lead. Scroll down to the action window and click on ‘Choose App’. Search for ‘WhatsApp Cloud API’ and select it. using Pabbly Connect

• Choose the action event as ‘Send Template Message’.
• Connect your WhatsApp Cloud API account by entering the required credentials.
• Select the template you created for sending thank you messages.

Make sure to map the recipient’s mobile number correctly by removing the plus sign from the phone number using Pabbly Connect’s text formatting feature. This ensures that the number is in the right format for WhatsApp.

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4. Testing the Automation in Real-Time

Once you have configured both the trigger and action, it’s time to test the entire automation. Go back to the Facebook Lead Ads testing tool and create a test lead by filling out your lead generation form. using Pabbly Connect

After submitting the form, Pabbly Connect will capture the lead’s information. You should see a response in your Pabbly Connect dashboard confirming the receipt of the new lead. This is an important step to ensure that the automation is functioning as intended.

Check the WhatsApp account linked to the phone number you used in the test lead. You should receive a thank you message confirming the successful automation setup. This message will include the lead’s name as a personalized touch.

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5. Conclusion: Automate Your Lead Engagement

Using Pabbly Connect to integrate Facebook Lead Ads with WhatsApp Cloud API allows you to automate sending personalized thank you messages to your leads. This not only saves time but also enhances customer engagement.

By following the steps outlined in this tutorial, you can set up a seamless workflow that sends automated messages to your leads on WhatsApp, ensuring they feel valued and connected to your business.

With Pabbly Connect, you can easily manage and automate various tasks across different applications, helping streamline your business processes effectively.

Learn how to automatically send product details to Facebook leads on WhatsApp using Pabbly Connect and WhatsApp Cloud API in this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To begin, access Pabbly Connect by navigating to your browser and entering ‘Pabbly.com/connect’. This will direct you to the Pabbly Connect dashboard where you can create a new account or sign in if you already have one.

Once logged in, click on ‘Create Workflow’ and name it appropriately, such as ‘Facebook Lead Ads to WhatsApp’. This workflow will be the core of your automation process.

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2. Triggering Action with Facebook Lead Ads

In this step, we will set up the trigger for our workflow using Pabbly Connect. In the trigger window, search for ‘Facebook Lead Ads’ and select it. Choose the trigger event as ‘New Lead Instant’.

Next, click on ‘Connect’ and select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Facebook account. Once connected, select the Facebook page where your lead ads are running and the specific lead generation form you wish to capture leads from.

• Select your Facebook page.
• Choose the lead generation form.
• Click on ‘Save and Send Test Request’.

Once you have set this up, Pabbly Connect will wait for a new lead to be generated, allowing us to proceed with the next steps of the automation.

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3. Generating a Test Lead

After setting up the trigger, it’s time to generate a test lead. Navigate to the Facebook Lead Ads Testing Tool. Here, select the same page and form you connected in Pabbly Connect.

Fill in the details of a dummy lead, including a name, email address, and mobile number. After entering the information, click on ‘Submit’. This action will create a test lead that Pabbly Connect will capture.

• Select the page and form.
• Enter dummy lead details.
• Click ‘Submit’ to generate the lead.

Once the test lead is created, return to Pabbly Connect to see the details of the lead captured in your workflow.

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4. Sending WhatsApp Messages via WhatsApp Cloud API

Now that we have our lead details, the next step is to send a WhatsApp message using the WhatsApp Cloud API. In the action window of Pabbly Connect, search for ‘WhatsApp Cloud API’ and select it. Choose the action event as ‘Send Template Message’.

Click on ‘Connect’ and then ‘Add New Connection’. You will need your WhatsApp Cloud API credentials, including the temporary access token, phone number ID, and WhatsApp Business Account ID. Enter these details in Pabbly Connect to establish the connection.

Input the Phone Number ID. Enter the WhatsApp Business Account ID. Add the temporary access token.

After connecting, select the template you created for sending product details. Ensure that this template has been approved by WhatsApp to avoid any issues during sending.

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5. Mapping Data to Send Product Details

In this final step, map the data from the Facebook lead to the WhatsApp message using Pabbly Connect. In the recipient mobile number field, select the mobile number from the lead data captured earlier.

Fill in the header document URL with the link to your product brochure, and provide the document name. Map the body fields to include the lead’s name, your website, and your organization’s name. Once all fields are filled, click on ‘Save and Send Test Request’ to send the message.

Map the recipient’s mobile number. Enter the header document URL. Fill in the body fields with dynamic values.

After sending the test request, check the WhatsApp account for the message. This confirms that the automation is working seamlessly with Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to automatically send product details to Facebook leads via WhatsApp using Pabbly Connect and WhatsApp Cloud API. By following these steps, you can streamline your communication and enhance your lead engagement effectively.

Learn how to automate lead alerts to your team on WhatsApp using Pabbly Connect with the Round Robin technique. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Lead Alerts

To begin automating lead alerts for your team via WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Once there, click on the ‘Sign Up Free’ button to create your account. You will receive 100 free automation tasks each month, allowing you to test the platform effectively.

After signing up, log into your account and click on the ‘Create Workflow’ button. Name your workflow appropriately, such as ‘Send Leads to WhatsApp’. This workflow will be the backbone of your automation process, utilizing the features of Pabbly Connect to connect various applications seamlessly.

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2. Creating the Trigger for Lead Capture

In your newly created workflow, the next step is to set up the trigger that will initiate the lead alerts. For this, select the ‘Paperform’ application from the list as your trigger. Choose the ‘New Form Submission’ event to capture leads as they are submitted via your form.

• Search for ‘Paperform’ in the application list.
• Select the ‘New Form Submission’ trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, go to your Paperform account, edit your form, and navigate to the ‘After Submissions’ tab. Here, you will find the ‘Webhooks’ option where you will paste the webhook URL you copied earlier. Click ‘Add Webhook’ to finalize this connection. This setup allows Pabbly Connect to listen for new submissions and trigger the workflow accordingly.

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3. Implementing the Round Robin Technique

After establishing the trigger, the next step is to implement the Round Robin technique to distribute leads among team members. For this, you will use the ‘Number Formatter’ feature in Pabbly Connect. Search for ‘Number Formatter’ and select the ‘Counter’ action event.

Set the initial value to 1 and choose the increment operation to increase the counter by one. You will also want to set the reset condition to 3, allowing the counter to reset after it reaches three. This means your leads will be distributed in a cycle among three team members.

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4. Sending WhatsApp Alerts to Team Members

With the Round Robin mechanism in place, you can now send WhatsApp alerts to your team members. To do this, add a new action step and search for ‘WhatsApp Cloud API’ in Pabbly Connect. Choose the ‘Send Template Message’ action event.

• Connect your WhatsApp account using the Cloud API.
• Select your message template that you created earlier.
• Map the recipient’s mobile number and the body fields with lead details.

This setup allows Pabbly Connect to send personalized messages to each team member as leads are captured, ensuring efficient follow-up.

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5. Testing Your Automation Workflow

Finally, it’s crucial to test your automation workflow to ensure everything is functioning as expected. Fill out your lead generation form to trigger the workflow. Check the Pabbly Connect dashboard to see if the lead data is captured correctly and if the WhatsApp message is sent to the appropriate team member.

Once confirmed, your automation is ready to go live! Any new lead captured will automatically be assigned and notified to your team via WhatsApp in a Round Robin manner, improving your team’s efficiency in handling leads.

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Conclusion

In this tutorial, we explored how to automate lead alerts to your team on WhatsApp using Pabbly Connect and the Round Robin technique. By following the steps outlined, you can streamline your lead management process effectively.

Learn how to automate sending interview details to shortlisted candidates via email and WhatsApp using Pabbly Connect and Google Sheets. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Automation

To automate sending interview details using Pabbly Connect, start by accessing the platform. Go to the Pabbly Connect website and create a free account, which includes 100 free tasks to get you started.

After signing up, click on the ‘Access Now’ button to reach the dashboard. Here, select the ‘Create Workflow’ button to begin setting up your automation. Name your workflow something descriptive, like ‘Google Sheets to WhatsApp to Gmail’.

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2. Connecting Google Sheets with Pabbly Connect

The first step in your automation is to connect Google Sheets with Pabbly Connect. Choose Google Sheets as your trigger app and select the trigger event as ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to monitor your Google Sheets for any new entries.

• Copy the provided webhook URL from Pabbly Connect.
• Open your Google Sheet, click on ‘Extensions’, then ‘Add-ons’, and search for Pabbly Connect Webhooks.
• Install the add-on and set up the webhook URL in the initial setup section.

After setting this up, fill in your candidate details in the Google Sheet. Make sure to specify the trigger column, which is the last data entry column where new candidate information will be added.

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3. Sending WhatsApp Messages Using Pabbly Connect

Next, you will set up sending WhatsApp messages to your candidates using Pabbly Connect. Select the WhatsApp Cloud API as your action app and choose ‘Send Template Message’ as the action event. This allows you to send pre-approved message templates to candidates.

To connect your WhatsApp account, you will need to create an app in the WhatsApp Cloud API and generate a permanent token. Fill in the required details like phone number ID and business account ID to establish this connection.

• Create a message template in your WhatsApp account and get it approved.
• Map the candidate’s phone number from Google Sheets to the recipient field in Pabbly Connect.
• Fill in the template fields with candidate-specific details such as name and interview date.

Once everything is set up, test the connection to ensure messages are being sent successfully to candidates via WhatsApp.

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4. Sending Email Notifications via Gmail

The final step in this automation process is to send email notifications using Pabbly Connect. Select Gmail as your action app and choose ‘Send Email’ as the action event. This will allow you to notify candidates about their interview details through email.

Connect your Gmail account to Pabbly Connect and fill in the required fields. Map the candidate’s email address from your Google Sheet to the recipient email field. Customize the email subject and body, ensuring to include specific details about the interview.

Set the email subject to include the candidate’s name for personalization. Include interview details such as date, time, and position in the email body. Test the email setup to confirm that messages are sent correctly.

This integration ensures that candidates receive timely notifications about their interviews, streamlining the recruitment process.

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5. Conclusion

In this tutorial, we demonstrated how to automate sending interview details to shortlisted candidates using Pabbly Connect. By integrating Google Sheets, WhatsApp, and Gmail, you can simplify your recruitment process significantly.

Utilizing Pabbly Connect allows for seamless communication with candidates, ensuring they receive important information promptly and accurately. Automate your hiring process today for improved efficiency!

Learn how to automate online appointment scheduling by integrating Zoom and WhatsApp with Pabbly Connect. Streamline your practice today! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Appointment Automation

To start integrating Zoom and WhatsApp for taking online appointments, you need to access Pabbly Connect. First, navigate to Pabbly’s website and sign in to your account. If you don’t have an account, you can sign up for free.

Once logged in, go to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located at the top right corner. Here, you will name your workflow, such as ‘Book Like A Boss to WhatsApp’. This sets the stage for automating appointment notifications.

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2. Setting Up Trigger Event with Book Like A Boss

The next step involves setting up the trigger event in Pabbly Connect. Select ‘Book Like A Boss’ as your trigger application. The trigger event you want to select is ‘New Booking Created’. This means every time a new appointment is made, the workflow will activate.

• Choose ‘Book Like A Boss’ from the application list.
• Select the trigger event ‘New Booking Created’.
• Click on ‘Create’ to finalize the trigger setup.

After creating the trigger, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to the Book Like A Boss app. In the app, go to the integrations section and paste the webhook URL to connect it with Pabbly Connect.

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3. Capturing Data from New Booking in Pabbly Connect

Now that the trigger is set, it’s time to capture the booking data. You can test the integration by making a dummy booking through your booking app. Fill in the details like name, email, and phone number, then click on ‘Book’.

Once the booking is made, return to Pabbly Connect. You should see a notification indicating that the data has been captured successfully. The details will include customer name, email, and phone number, confirming that the integration is working correctly.

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4. Creating a Zoom Meeting Link Automatically

The next step is to create a Zoom meeting link automatically using Pabbly Connect. Select Zoom as the action application and choose the action event ‘Create Meeting’. This action will generate a meeting link based on the booking details.

• Map the appointment details to the Zoom meeting fields.
• Set the topic based on the reason for the appointment.
• Specify the start time and duration for the meeting.

After mapping the necessary fields, click on ‘Save and Send Test Request’. You will receive a response containing the Zoom meeting link, which will be used in the next step to notify the patient.

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5. Sending Appointment Details via WhatsApp

Finally, to send the appointment details along with the Zoom link, select WhatsApp as the action application in Pabbly Connect. Choose the action event ‘Send Template Message’. This will allow you to send a formatted message to the patient via WhatsApp.

Map the required fields such as customer name, appointment reason, date, and time, along with the Zoom link. Click on ‘Save and Send Test Request’ to send the WhatsApp message. The patient will receive a message confirming their appointment details, including the meeting link.

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Conclusion

By using Pabbly Connect, you can streamline the process of taking online appointments and notifying patients via WhatsApp. This integration between Zoom, WhatsApp, and your booking system enhances efficiency, allowing you to focus more on patient care and less on administrative tasks.

Learn how to send WhatsApp messages automatically on Mautic form submissions 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

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1. Accessing Pabbly Connect for Integration

To send WhatsApp messages when you receive a new form submission in Mautic, start by accessing Pabbly Connect. Go to the Pabbly website and log in to your account. If you don’t have an account, you can sign up for free.

Once logged in, navigate to Pabbly Connect from the dashboard. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow, for example, ‘Mautic to WhatsApp’, and click on ‘Create’ to get started.

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2. Setting Up Trigger Event in Pabbly Connect

In this step, you will set up the trigger event in Pabbly Connect. Select Mautic as the application and choose ‘New Form Entry’ as the trigger event. This means that every time a new form is submitted in Mautic, it will trigger the workflow.

• Choose ‘Mautic’ as the application.
• Select ‘New Form Entry’ as the trigger event.
• Copy the webhook URL provided.

Now, paste this webhook URL into Mautic. Go to the Mautic dashboard, click on ‘Settings’ in the top right corner, and find ‘Webhooks’. Click on the ‘New’ button to create a new webhook. Name it ‘Mautic to WhatsApp’, and paste the copied URL in the ‘Webhook Post URL’ field.

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3. Configuring Mautic Webhook for Form Submissions

After setting up the webhook in Mautic, you need to configure it to listen for form submissions. In the webhook settings, select the ‘Form Submit’ event to ensure that the webhook triggers when a form is submitted.

Click on ‘Yes’ to enable the webhook and then click on ‘Apply’. This allows Mautic to send the form submission data to Pabbly Connect. To test this, fill out a dummy form in Mautic and submit it.

Return to Pabbly Connect and check if it has received the webhook response, confirming that the integration is successful. You should see the details of the form submission, including the first name, last name, email, and mobile number.

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4. Setting Up Action Event to Send WhatsApp Messages

Now, it’s time to set up the action event that sends WhatsApp messages using Pabbly Connect. Select WhatsApp Cloud API as the application and choose ‘Send Template Message’ as the action event. This will allow you to send a message template to users upon form submission.

• Connect to WhatsApp Cloud API with your credentials.
• Provide the temporary access token, phone number ID, and WhatsApp business account ID.
• Map the recipient’s mobile number and form submission data.

Once all details are filled in, save the configuration and send a test request. Check the user’s WhatsApp to confirm they received the message, indicating that the integration is working successfully.

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5. Conclusion: Seamless Integration with Pabbly Connect

In this tutorial, we explored how to send WhatsApp messages automatically using Pabbly Connect when a new form submission is made in Mautic. By integrating these platforms, you can enhance customer communication effortlessly.

This integration not only saves time but also ensures that your customers receive timely responses. With Pabbly Connect, the process of sending WhatsApp messages becomes streamlined and efficient, making it a valuable tool for businesses.

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