Automate Consultation Bookings for Law Firms via WhatsApp with Pabbly Chatflow

Learn how to automate consultation bookings for law firms using Pabbly Chatflow and Pabbly Chatflow to integrate WhatsApp and Google Sheets efficiently. This detailed guide shows you how to build powerful chat automation that engages visitors and converts prospects—without any coding required.

Watch Step By Step Video Tutorial Below

1. Creating a WhatsApp Chatbot with Pabbly Chatflow

To automate consultation bookings for law firms via WhatsApp, we start by creating a WhatsApp chatbot using Pabbly Chatflow. This platform allows you to build a chatbot that can respond automatically to client inquiries.

Once you access Pabbly Chatflow, you can create a flow for your chatbot. This flow will be responsible for handling incoming messages and providing responses based on user input. Begin by navigating to the flow builder and clicking the ‘Add Flow’ button to create your chatbot.

2. Setting Up the Chatbot Flow in Pabbly Chatflow

In the flow builder, name your flow something like ‘Automate Consultation Booking for Law Firms via WhatsApp’. You will then set a trigger event that initiates the chatbot. For this, select the ‘Keyword Rejects Match’ trigger. using Pabbly Connect

• Enter the keyword that will trigger the chatbot, such as ‘book lawyer’.
• Define any additional keywords that might also trigger the chatbot.

After setting the trigger, you can drag and drop a text message action to send a welcome message to users. This message should inform them about the services offered by your law firm and prompt them to select a service.

3. Collecting Client Information with Pabbly Chatflow

Once the user selects a service, you will need to collect essential information from them. Use the ‘Ask Question’ action to gather the client’s full name, case description, and preferred consultation date. using Pabbly Connect

• Ask for the client’s full name and store it in a contact custom field.
• Request a brief description of their legal case.
• Ask for the preferred date for the consultation.

This process ensures that you gather all necessary details to schedule the consultation efficiently. After collecting this information, you can proceed to confirm the appointment with a personalized message.

4. Integrating Pabbly Chatflow with Google Sheets via Pabbly Connect

To save the collected client information into Google Sheets, you will use Pabbly Connect. This integration allows you to automatically add the details gathered from the chatbot into a spreadsheet for easy management.

In Pabbly Chatflow, set up an API request action that sends data to Pabbly Connect. You will need to copy the webhook URL provided by Pabbly Connect and paste it into the API request configuration in Pabbly Chatflow.

5. Testing the WhatsApp Chatbot Integration

After setting up the integration, it’s crucial to test the entire flow to ensure everything works as expected. Start by sending a message to your WhatsApp number that triggers the chatbot.

Monitor the responses in both WhatsApp and Google Sheets to confirm that the data is being captured correctly. Ensure that the client’s details appear in the Google Sheet as intended, verifying that your automation is functioning seamlessly.

By following these steps, you can efficiently automate consultation bookings for law firms via WhatsApp using Pabbly Chatflow and Pabbly Connect.

Conclusion

In conclusion, using Pabbly Chatflow to automate consultation bookings for law firms via WhatsApp simplifies the process of managing client inquiries and appointments. With the integration of Pabbly Connect and Google Sheets, you can streamline your workflow and enhance client interactions effectively.