Author: Rudra Sisodiya

Watch Step By Step Video Tutorial Below

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1. Introduction to Automating WhatsApp Messages with Pabbly Connect

In this tutorial, we will explore how to use Pabbly Connect to automate WhatsApp messages whenever a new row is added to Google Sheets. This process eliminates manual messaging, enhancing efficiency.

By integrating Google Sheets with WhatsApp through Pabbly Connect, businesses can ensure timely communication without the hassle of repetitive tasks. This automation saves time and reduces the chances of errors.

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2. Setting Up Your Google Sheet for Integration

To begin, create a Google Sheet with columns for necessary details such as name, phone number, product name, and category. This setup is crucial as it forms the basis for personalized messaging.

• Create columns for name, phone number, and product details.
• Ensure the data is structured for dynamic messaging.

After setting up your Google Sheet, proceed to Pabbly Connect. This platform will facilitate the connection between your Google Sheet and WhatsApp, automating the messaging process.

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3. Connecting Google Sheets with Pabbly Connect

Access Pabbly Connect by visiting pabbly.com/connect. Sign up for a free account or log in if you already have one. Once logged in, click on the “Create Workflow” button to initiate a new automation.

Next, select Google Sheets as your trigger application. Choose the event “New or Updated Spreadsheet Row” to set up the trigger. This ensures that every time a new row is added, the automation is activated.

• Click on the “Connect” button to generate a webhook URL.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your Google Sheets account to complete the connection.

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4. Configuring Google Sheets to Send Data to Pabbly Connect

In your Google Sheets, go to Extensions > Add-ons > Get Add-ons. Search for “Pabbly Connect Webhook” and install it. This add-on will allow Google Sheets to communicate with Pabbly Connect.

Once installed, click on the add-on and select “Initial Setup”. Paste the copied webhook URL in the designated field and set the trigger column, which is the last column of your data. Click on “Send Test” to verify the connection.

• Ensure the “Send on Event” option is active.
• Confirm that test data is sent successfully to Pabbly Connect.

This step ensures that your Google Sheets is correctly configured to send data to Pabbly Connect whenever a new row is added.

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5. Sending WhatsApp Messages via Pabbly Connect

Now that Google Sheets is connected, it’s time to set up the action in Pabbly Connect. Select “Pabbly Chatflow” as your action application and choose “Send Template Message” as the action event.

Connect your Pabbly Chatflow account by entering the required API token. This will enable Pabbly Connect to send messages through your WhatsApp account. Map the recipient’s mobile number from the previous Google Sheets data to ensure personalized messages.

• Select the appropriate template for the message.
• Ensure all required fields are mapped correctly for personalization.

After completing these steps, save your workflow. The automation will now send WhatsApp messages automatically whenever a new entry is added to your Google Sheet, showcasing the power of Pabbly Connect.

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Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages from Google Sheets. By following these steps, you can streamline your communication and enhance your business operations.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages, first, access Pabbly Connect by visiting w.pabbly.com/connect. This platform allows you to seamlessly integrate various applications, including Google Sheets and WhatsApp.

Once on the homepage, you will see options to either sign in or sign up for free. New users can sign up to receive 300 tasks monthly, while existing users can simply log in. This is your first step towards setting up the automation.

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2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you need to create a new workflow. Click on the “Create Workflow” button, and select “Create from Scratch”.

• Choose a name for your workflow, such as “Send Bulk WhatsApp Messages with Personalization”.
• Select a folder for organization, such as “Automations”.
• Click the “Create” button to finalize your workflow setup.

This setup is essential as it lays the groundwork for your automation process using Pabbly Connect.

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3. Setting Up the Trigger in Google Sheets

Now, let’s set the trigger for your automation. Since your customer data is stored in Google Sheets, select Google Sheets as your trigger application. Choose the option for “New or Updated Spreadsheet Row”.

Copy the Webhook URL provided by Pabbly Connect and head to your Google Sheets. You must install the Pabbly Connect Webhooks add-on. Go to Extensions > Add-ons > Get Add-ons, and search for “Pabbly Connect Webhooks” to install it.

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4. Configuring Google Sheets with Pabbly Connect

Once the add-on is installed, refresh your Google Sheets. Navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the Webhook URL into the designated field.

• Set the trigger column to the last data column (e.g., Column D).
• Click “Submit” to confirm the setup.

After this, test the connection by clicking on the “Send Test” button in Pabbly Connect. A successful connection will allow you to send data from Google Sheets to your workflow.

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5. Sending Personalized WhatsApp Messages

With the trigger set, the next step is to send personalized WhatsApp messages. Select Pabbly Chatflow as your action application and choose “Send Text Message” as the action event.

To establish this connection, you will need an API token from your Pabbly Chatflow account. Access your Pabbly Chatflow dashboard, navigate to Settings > API and Webhooks, and copy the API token. Paste this token back into Pabbly Connect.

• Map the WhatsApp mobile number using the data from the previous step.
• Craft your message, incorporating the customer’s name for personalization.
• Click “Save and Send Test Request” to finalize.

Upon successful execution, the personalized WhatsApp message will be sent to the customer, showcasing the power of Pabbly Connect in automating your communication.

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Conclusion

In this tutorial, we explored how to automate WhatsApp messaging through Pabbly Connect and Google Sheets. This integration allows for personalized communication with customers, enhancing engagement and efficiency.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for WhatsApp Messaging

To begin using Pabbly Connect for sending bulk WhatsApp messages, first open a new tab and visit pabb.com/chartflow. This platform is essential for integrating various applications, including WhatsApp.

Once on the Pabbly Chartflow page, you’ll see options to sign in or sign up for free. If you are new, click on the “Sign Up Free” option. Existing users should select “Sign In”. Signing up provides credits for exploring the software, which is crucial for your messaging needs.

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2. Setting Up Your Broadcast Message

The next step involves setting up your broadcast message within Pabbly Connect. After signing in, navigate to the Pabbly Chartflow dashboard. Here, you will find the option to create a broadcast message.

• Click on the “Plus Add Broadcast” button.
• Select the broadcast type as “Broadcast Campaign”.
• Enter a name for your broadcast, such as “Salon Alerts”.

Next, you will create a contact list, which is essential for organizing your recipients. This list allows you to send messages to multiple users efficiently.

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3. Adding Contacts to Pabbly Connect

To add contacts, go to the “Contacts” feature within Pabbly Connect. You can add contacts manually or in bulk by uploading a CSV file. This is a crucial step for efficient communication.

Follow these steps to upload your contacts:

• Create a CSV file containing user names and contact numbers.
• Click on the “Plus Add Contact” button to upload.
• Select the CSV file from your gallery and click “Insert”.

Once your contacts are added, return to the broadcast setup to select the newly created contact list for your messaging campaign.

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4. Creating a Message Template in Pabbly Connect

In this section, you will create a message template using Pabbly Connect. This template is essential for sending pre-approved messages via WhatsApp.

To create the template, follow these steps:

• Navigate to the “Templates” feature in Pabbly Chartflow.
• Click on the “Plus Add Template” button and follow the instructions.
• Select the pre-approved template, such as “Discount Alert”.

After creating your template, you can return to the broadcast setup and select this template to use for your messages.

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5. Sending a Test Message Using Pabbly Connect

Before finalizing your broadcast, it’s essential to send a test message using Pabbly Connect. This ensures everything is set up correctly.

To send a test message, follow these steps:

• Enter your number manually in the test message section.
• Click on the “Send Test Message” button.
• Check for the confirmation that the test broadcast was sent.

If the test message is received successfully, your setup is complete. You can also schedule the broadcast for later if needed.

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Conclusion

In this tutorial, we explored how to send bulk WhatsApp messages using Pabbly Connect. By following these steps, you can streamline your communication process effectively and efficiently.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To integrate Shopify with Zoho CRM, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account, which allows you to create workflows with up to 100 tasks.

Once you log in, you will be directed to the dashboard. Here, you can create a new workflow by clicking on the “Create Workflow” button. This is where you will set up the integration between Shopify and Zoho CRM using Pabbly Connect.

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2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. Select Shopify as the trigger application. The trigger event should be set to “New Order” to capture customer data each time an order is placed in your Shopify store.

• Select Shopify as the trigger application.
• Set the event to “New Order”.
• Click the “Connect” button to generate a webhook URL.

After clicking connect, copy the generated webhook URL. You will need this URL to set up the webhook in your Shopify store, allowing Pabbly Connect to receive order data automatically.

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3. Configuring Webhook in Shopify

Now that you have the webhook URL from Pabbly Connect, log in to your Shopify store. Navigate to the settings section and find the “Notifications” tab. Here, you will create a new webhook.

• Go to “Settings” > “Notifications”.
• Click on “Create Webhook”.
• Select “Order Creation” for the event.
• Set the format to JSON and paste the webhook URL.

Once you have configured the webhook, click “Save”. This establishes the connection between your Shopify store and Pabbly Connect, allowing it to capture order data automatically.

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4. Testing the Integration

With the webhook set up, it’s time to test the integration. Place a new order in your Shopify store. Fill in the required customer details, including email, name, address, and phone number. After placing the order, return to Pabbly Connect to check if the trigger has captured the order details.

Once the order is confirmed, go back to your workflow in Pabbly Connect. You should see the order data reflected in the trigger section. This confirms that the integration is working correctly, and customer details are being captured seamlessly.

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5. Adding Action in Zoho CRM

Now that the trigger is set up and tested, the next step is to add an action in Zoho CRM. In Pabbly Connect, select Zoho CRM as the action application and choose “Create Contact” as the action event.

Connect your Zoho CRM account by entering your domain and granting access. Once connected, you can map the customer data captured from Shopify to the respective fields in Zoho CRM. This includes first name, last name, email, and address.

• Map the first name and last name from Shopify data.
• Add the email address and phone number.
• Include the address details and product information.

After mapping the fields, click on “Send Test Request” to verify that the contact is created successfully in Zoho CRM. If everything is set up correctly, you will see the new contact in your Zoho CRM account.

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Conclusion

In this tutorial, we demonstrated how to integrate Shopify with Zoho CRM using Pabbly Connect. By following these steps, you can automate the process of capturing customer data seamlessly, eliminating manual entry and potential errors. This integration enhances your business efficiency and ensures accurate data management.

Watch Step By Step Video Tutorial Below

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1. Getting Started with Pabbly Connect

To automate news updates to your Slack channel, start by accessing Pabbly Connect. If you are a new user, visit pabbl.com/connect to sign up for free. This platform allows you to explore its features with 100 tasks free every month.

Once you have signed up, log into your account and navigate to the workflow builder. This is where you will create the automation that sends RSS feed updates directly to Slack.

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2. Setting Up the RSS Trigger in Pabbly Connect

In this step, you will set up the RSS feed trigger using Pabbly Connect. Click on the “Add Trigger” button and search for “RSS by Pabbly”. Select it and set the event to “New Item in Feed”.

• Choose a publisher for your news updates, such as Hindu or Times of India.
• Copy the RSS feed URL from the publisher’s site.
• Paste the URL into the Pabbly Connect workflow.

After pasting the URL, keep the filter type as recommended and click on “Save and Send Test Request”. You should see a response with the news title, link, and description, confirming that the trigger is set correctly.

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3. Connecting Slack for Action in Pabbly Connect

Next, you need to add an action step to send the news updates to your Slack channel using Pabbly Connect. Click on “Add New Action Step” and search for “Slack”. Select it and choose the event as “Send Channel Message”.

If you have a previous connection with Slack, select it; otherwise, click on “Add a New Connection”. Make sure your Slack account is logged in. Choose the token type as either user or bot. For this tutorial, select the bot token type.

After connecting, select the workspace and allow all permissions requested by Pabbly Connect. You will then need to specify the channel ID where the messages will be sent. Input the channel name, such as “new updates”.

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4. Customizing the Message Format in Slack

Now, it’s time to customize the message format that will be sent to Slack via Pabbly Connect. In the message field, you can format the message to include the title and description of the news article.

• Start the message with “New Update” and make it bold using asterisks.
• Map the title and description from the RSS feed response.
• Include a “Read More” link to the article.

Once you have set up the message, click on “Save and Send Test Request”. You should receive a confirmation that the message was sent successfully to your Slack channel.

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5. Setting Up the Polling Interval for RSS by Pabbly

To ensure that the RSS feed updates are checked regularly, you need to configure the polling interval in Pabbly Connect. Click on the RSS trigger and go to “Set Trigger Time”.

You can set the minimum trigger time to 10 minutes and the maximum to 24 hours. For this automation, a 60-minute interval is recommended to check for new updates. Click on “Save” to apply the changes.

This setup allows Pabbly Connect to fetch new news items every hour and send them to your Slack channel. You can now enjoy automated news updates seamlessly delivered to your Slack workspace.

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Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate news updates from RSS feeds to your Slack channel. By following these steps, you can easily set up and customize your news delivery system. Enjoy the benefits of staying updated effortlessly!

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting pabby.com/connect. This platform is essential for automating workflows between your applications, ensuring seamless data transfer.

If you’re a new user, sign up for a free account to receive 100 tasks per month. Existing users can log in to start creating workflows right away.

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2. Setting Up the Trigger with Facebook Lead Ads

In Pabbly Connect, the first step is to set up a trigger that captures new leads from Facebook Lead Ads. Select Facebook Lead Ads as your trigger application and choose the event “New Lead Instant”. This ensures that every lead generated is tracked efficiently.

• Click the connect button to establish a connection.
• Choose the Facebook page associated with your leads.
• Select the lead generation form you created.

Once set, click on “Save and Send Test Request” to confirm that the trigger captures lead data correctly. This step is crucial as it verifies the connection between Pabbly Connect and Facebook Lead Ads.

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3. Adding Google Sheets as an Action Step

Next, you will need to add an action step to send lead data to Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose the event “Add New Row”. This allows you to automatically record lead information in your spreadsheet.

Click on the connect button and log in to your Google account to authorize access. After connecting, select the spreadsheet where you want to keep your lead records and the specific sheet within it.

• Map the lead data fields like name, email, phone number, and company to corresponding columns in Google Sheets.
• Ensure the data is dynamic by mapping it from the previous step.

After mapping the fields, click on “Save and Send Test Request” to verify that the lead data is correctly added to your Google Sheets.

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4. Sending Email Notifications via Gmail

To complete the integration, you will now set up an action step to send a welcome email through Gmail. In Pabbly Connect, select Gmail as your action application and choose the event “Send Email”.

Connect your Gmail account and fill in the required fields, including sender name, recipient email (mapped from the lead data), subject, and content of the email. This ensures that each lead receives a personalized welcome email.

• Use HTML format for the email content to enhance appearance.
• Select the appropriate label for the email in Gmail.

Click on “Save and Send Test Request” to confirm that the email is sent successfully. Check your Gmail account to ensure the email was received.

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5. Conclusion: Automate Your Lead Management with Pabbly Connect

By following these steps, you can effortlessly integrate Facebook Lead Ads with Google Sheets and Gmail using Pabbly Connect. This automation not only saves time but also ensures that every lead is managed efficiently.

With Pabbly Connect, you can create multiple automations tailored to your business needs, streamlining your processes and enhancing productivity.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect to Create Your WhatsApp AI Agent

To create a WhatsApp AI agent, you first need to access Pabbly Connect. Open your browser and navigate to pabyt.com/chartflow. This will take you to the Pabbly Chartflow homepage.

If you are a new user, click on the “Sign Up Free” option to create an account. Existing users can simply sign in. Once logged in, you will see the Pabbly apps window where you can access various applications, including Pabbly Chartflow.

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2. Connecting WhatsApp with Pabbly Connect

After accessing Pabbly Chartflow, the next step is to connect your WhatsApp account. Click on the “Access Now” button to enter the dashboard. Here, you will find an “Add” button to connect your WhatsApp.

• Click the “Add” button.
• Choose your connection method.
• Follow the prompts to complete the connection.

Once connected, you can start creating your WhatsApp AI agent using the features provided by Pabbly Connect. This integration allows for seamless communication between your business and customers.

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3. Creating Your WhatsApp AI Agent with Pabbly Connect

To create your AI agent, navigate to the “AI Assistant” feature in Pabbly Chartflow. Click on the “Add” button to start. You will be prompted to name your assistant and click “Add” again to proceed.

In the AI assistant flow window, select the instruction type from the drop-down menu. Options include custom prompts or predefined types like AI agent. For this tutorial, select “AI agent” to enable basic instructions to be automatically updated.

• Set the temperature for responses (e.g., 0.4 for focused answers).
• Select the AI model (e.g., GPT 5 Mini).
• Input your OpenAI API key.

These settings ensure your WhatsApp AI agent provides accurate and relevant responses to customer queries, leveraging the capabilities of Pabbly Connect.

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4. Configuring AI Settings for Your WhatsApp Agent

After creating your assistant, you need to configure various settings. This includes adding a header message and footer message, which can be turned on and customized as needed.

Additionally, you can set keywords that will stop the AI assistant when typed by users. For example, adding “human” as a keyword will allow a human to take over the conversation when needed.

• Specify retry attempts for failed responses.
• Set a fallback message for API failures.
• Provide a knowledge source for accurate responses.

By configuring these settings in Pabbly Connect, your WhatsApp AI agent will be better equipped to handle various customer inquiries efficiently.

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5. Activating and Assigning Your WhatsApp AI Agent

Once you have configured your AI agent, the next step is to activate it. Enable the activation button and click the “Save” button to store your settings.

To assign your assistant to your WhatsApp chats, go to the inbox settings in Pabbly Chartflow. You can assign the AI agent to multiple contacts or a single chat as required.

• Enable replies and add rules for bulk assignment.
• Select specific chats for individual assignment.

This final step ensures that your WhatsApp AI agent, powered by Pabbly Connect, is ready to assist your customers instantly.

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Conclusion

In this tutorial, we explored how to create a WhatsApp AI agent using Pabbly Connect. By following these steps, you can automate customer interactions effectively, ensuring prompt responses and improved customer satisfaction.

Watch Step By Step Video Tutorial Below

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1. Creating a WhatsApp Chatbot with Pabbly Connect

To start automating your WhatsApp responses, you need to use Pabbly Connect. This platform allows you to build a WhatsApp chatbot seamlessly. First, log into your Pabbly Connect account and navigate to the “Chatbot” section.

In this section, you can set up your chatbot by defining the initial greeting message and the types of inquiries it will handle. For example, you can ask customers about their property preferences like apartments or commercial spaces.

• Log into Pabbly Connect.
• Go to the Chatbot section.
• Set up greeting messages and inquiry types.

Once set up, your chatbot will automatically respond to customer inquiries based on the predefined options, enhancing customer engagement.

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2. Integrating AI Assistant with Pabbly Connect

The next step is to integrate an AI assistant using Pabbly Connect. This feature allows you to automate responses without manual setup. You can connect your AI with WhatsApp through Pabbly Connect.

To set this up, follow these steps:

• Select the AI assistant option in Pabbly Connect.
• Link it with your WhatsApp account.
• Define the types of queries the AI will handle.

This integration allows your AI to respond instantly to customer queries, providing a more responsive service. Customers will appreciate the quick replies, improving their overall experience.

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3. Sending Broadcast Messages via Pabbly Connect

Using Pabbly Connect, you can send broadcast messages to multiple contacts at once. This feature is perfect for promotions or important announcements. Begin by creating a template for your broadcast message.

Here’s how to create a broadcast message:

• Go to the Broadcast section in Pabbly Connect.
• Create a new template for your message.
• Select recipients from your contact list.

After creating your broadcast, you can send it out with a single click. This feature ensures your messages reach all customers without the risk of being flagged as spam.

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4. Integrating Google Sheets with Pabbly Connect

Another powerful feature of Pabbly Connect is the ability to integrate Google Sheets. This allows you to store and manage all WhatsApp messages systematically. You can set up an automation that records every incoming WhatsApp message in Google Sheets.

To set up this integration, follow these steps:

• Connect your WhatsApp account to Pabbly Connect.
• Link your Google Sheets account.
• Define the fields you want to store (like message content, sender, and timestamp).

This setup ensures you have a backup of all your WhatsApp conversations, making it easier to manage customer inquiries and follow-ups.

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5. Sending Bulk Messages from Google Sheets

Finally, you can send bulk messages to your contacts using data stored in Google Sheets through Pabbly Connect. This feature is especially useful for businesses with a large customer base.

To implement this, follow these steps:

• Create a Google Sheet with your customer details.
• Connect Google Sheets with Pabbly Connect.
• Use the data to send personalized WhatsApp messages.

This method allows you to efficiently reach out to your customers, ensuring they receive timely updates and promotions.

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Conclusion

In this tutorial, we explored how to automate WhatsApp responses using Pabbly Connect. From creating chatbots to sending bulk messages, these automations can significantly enhance your business operations.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To begin integrating Shopify and WhatsApp, first access Pabbly Connect by visiting the Pabbly Connect URL. Once there, you can either sign in if you are an existing user or sign up for a free account if you are new.

After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect. This allows you to practice and familiarize yourself with the platform.

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2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow page. Here, you will set up your automation workflow. Start by selecting Shopify as your trigger application, which initiates the workflow when a new order is placed.

• Select ‘New Order’ as the event in Shopify.
• Click the connect button to generate a webhook URL.
• Copy the webhook URL to use in your Shopify settings.

This process establishes a connection between Shopify and Pabbly Connect, allowing you to automate order notifications.

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3. Setting Up Webhooks in Shopify

Next, navigate to your Shopify account settings to set up the webhook. In the settings, find the notifications section and select webhooks. Here, you will create a new webhook using the URL generated by Pabbly Connect.

Choose the event as “Order Creation” and paste the webhook URL. After saving this, your Shopify store will send order details to Pabbly Connect whenever a new order is placed.

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4. Creating an Invoice in Xero

After receiving the order details in Pabbly Connect, the next step is to create an invoice using Xero. Select Xero as your action application and choose the “Create Invoice” event.

Connect your Xero account, and then map the fields from the Shopify order to the invoice fields in Xero. This includes mapping the customer name, email, and order details to ensure accurate invoice creation.

• Map customer details such as name and email from Shopify.
• Select the invoice type as sales invoice.
• Fill in line item details like item name and price.

After mapping the fields, save and send a test request to ensure the invoice is created successfully in Xero.

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5. Sending Order Confirmation via WhatsApp

The final step involves sending an order confirmation message via WhatsApp. Select WhatsApp Cloud API as your action app and choose the “Send Text Message” event.

Connect your WhatsApp account by entering the required details such as access tokens and phone numbers. Then, compose the message that will be sent to the customer, including the mapped customer name and invoice URL.

• Map the customer’s mobile number and other details into the message.
• Send a test message to verify the setup.

Once confirmed, your customers will receive automated WhatsApp messages with their order details and invoice links, streamlining the customer experience.

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Conclusion

In this tutorial, we explored how to integrate Shopify and WhatsApp using Pabbly Connect. By following these steps, you can automate order confirmations and streamline communication with your customers efficiently.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for WhatsApp Broadcasts

To start using Pabbly Chatflow, navigate to the dashboard by entering the URL pabbly.com/chatflow. This platform allows you to create efficient WhatsApp broadcasts.

If you are a new user, click on the “Sign Up Free” button on the top right corner. After creating your account, you will receive 100 free credits every month to utilize the features of Pabbly Chatflow.

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2. Creating a Broadcast in Pabbly Chatflow

Once you are logged into Pabbly Chatflow, you can start creating a broadcast. Click on the “Broadcast” option on the dashboard. This will take you to the broadcast page where you can manage all your broadcasts.

• Click on the “Add Broadcast” button.
• Select the broadcast type from the dropdown menu.
• Provide a meaningful name for your broadcast.

For instance, name your broadcast “Send Overdue Alerts Automatically”. Select the contact list you want to send messages to, ensuring it includes the customers you wish to notify.

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3. Configuring Message Type in Pabbly Chatflow

In this step, you will choose the message type for your broadcast. Pabbly Chatflow offers two options: pre-approved template messages and regular messages.

• If using a pre-approved template, select it from the dropdown.
• If using a regular message, type your message directly in the provided box.

For this tutorial, we will use a pre-approved template. Select your WhatsApp template and fill in the dynamic fields such as name, amount, due date, and payment link. This customization will ensure that each customer receives a personalized message.

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4. Testing and Scheduling Your Broadcast in Pabbly Chatflow

Before sending your broadcast, it’s essential to test the message. Use the test feature in Pabbly Chatflow to send a preview to your WhatsApp account. Enter your WhatsApp number and click the “Send Test Message” button.

Once the message is verified, you can schedule your broadcast. Choose between sending it instantly or scheduling it for a later date. If scheduling, select your desired date and time, then confirm by clicking the “Add Broadcast” button.

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5. Conclusion

By utilizing Pabbly Chatflow, you can efficiently create and manage WhatsApp broadcasts. This platform simplifies the process, allowing you to send messages to multiple customers without hassle.

Remember to take advantage of the free credits and explore the various features offered by Pabbly Chatflow to enhance your messaging strategy.