Learn how to automate insurance quotes on WhatsApp using Pabbly Connect and Pabbly Connect in this detailed step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To automate insurance quotes on WhatsApp, first, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect dashboard. Here, you will create a new workflow that will connect your WhatsApp chatbot with various applications.

After logging in, click on the ‘Create Workflow’ button to initiate your automation. You will be prompted to name your workflow; choose a name like ‘Automate Insurance Quotes on WhatsApp’ for clarity. This name will help you identify your workflow later.

2. Set Up Pabbly Chatflow for WhatsApp Integration

Next, you need to set up Pabbly Chatflow to create your WhatsApp chatbot. Go to the Pabbly Chatflow dashboard and click on the ‘Add WhatsApp Number’ option. You can choose between WhatsApp Connect methods or manual token connect methods to add your number.

  • Select the WhatsApp Connect method for easier integration.
  • Follow the prompts to link your WhatsApp account.

Once your number is added, click on ‘Flows’ to begin creating your chatbot. In the flow builder, you can set up triggers and actions that will respond to user inputs automatically.

3. Create Your WhatsApp Chatbot

To create your WhatsApp chatbot, click on the ‘Add Flow’ button in Pabbly Chatflow. Name your flow as ‘Automate Insurance Quotes on WhatsApp’. This name will help you easily identify the chatbot’s purpose.

In the flow builder, start by setting a trigger event. Select the ‘Keyword or Reject Match’ option to trigger the chatbot when users send specific keywords like ‘insurance’. This setup ensures that whenever a user types this keyword, the chatbot will respond appropriately.

  • Add action steps to send a welcome message to users.
  • Incorporate buttons for different insurance types like health, motor, and home.

Once you have set up the trigger and actions, make sure to save your flow. This ensures that your chatbot is ready to interact with users as soon as they send the keyword.

4. Integrate Google Sheets with Pabbly Connect

With your WhatsApp chatbot ready, it’s time to integrate Google Sheets using Pabbly Connect. This integration will allow you to store user responses directly into a spreadsheet. In your Pabbly Connect dashboard, create a new workflow to handle this data.

Set the trigger for this workflow to be the webhook from your WhatsApp chatbot. After copying the webhook URL from your Pabbly Connect account, paste it into the API request section of your chatbot flow. This connection will ensure that all user responses are sent to your Google Sheets.

Select Google Sheets as your action application in Pabbly Connect. Map the fields from your chatbot to the corresponding columns in Google Sheets.

Once you have configured the mapping, save your workflow. This will ensure that every time a user interacts with your chatbot, their details are captured in your Google Sheets automatically.

5. Test Your WhatsApp Chatbot

After completing the setup, it’s crucial to test your WhatsApp chatbot to ensure everything is functioning correctly. Go back to your WhatsApp account and send the keyword ‘insurance’ to trigger the chatbot.

You should receive a welcome message along with options for different types of insurance. Try selecting an insurance type and provide the required details. Check your Google Sheets to confirm that all the information has been recorded accurately.

Ensure all responses are captured in Google Sheets correctly. Make adjustments in Pabbly Connect if necessary to refine the process.

Once you have confirmed that the chatbot is working as intended, your setup is complete! You can now automate insurance quotes on WhatsApp seamlessly using Pabbly Connect and Pabbly Chatflow.

Conclusion

In this tutorial, we explored how to automate insurance quotes on WhatsApp using Pabbly Connect and Pabbly Chatflow. By following the steps outlined, you can create a fully functional WhatsApp chatbot that collects user data and stores it in Google Sheets. This integration streamlines your insurance quote process, making it efficient and user-friendly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.