Automate Insurance Renewal Reminders via WhatsApp with Pabbly Connect

Learn how to automate insurance renewal reminders to clients on WhatsApp using Pabbly Connect for seamless integration with Google Sheets. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending insurance renewal reminders via WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account. This platform allows you to integrate various applications seamlessly, making the automation process efficient.

Once signed in, navigate to the dashboard where you can create a new workflow. This is where you will set up the automation to send reminders based on data from Google Sheets. With Pabbly Connect, you can easily connect to Google Sheets and WhatsApp.

2. Setting Up Google Sheets for Client Data

The next step involves setting up your Google Sheets to collect client data. You will need to create a spreadsheet that includes essential details such as client names, WhatsApp numbers, policy names, and expiration dates. This data will be crucial for sending accurate reminders.

• Client Name
• WhatsApp Number
• Policy Name
• Expiration Date

After setting up your sheet, ensure that the data is accurate and up-to-date. This will enable Pabbly Connect to pull the correct information for sending reminders. You can now proceed to the next step of creating your automation workflow.

3. Creating the Workflow in Pabbly Connect

With your Google Sheets ready, the next step is to create a new workflow in Pabbly Connect. Start by selecting Google Sheets as your trigger application. You will then choose the specific trigger event, which will be when a new row is added or updated in your spreadsheet.

Next, you will need to connect your Google Sheets account to Pabbly Connect. This requires authorizing Pabbly to access your Google account. Once connected, select the spreadsheet you created earlier and specify the worksheet containing your client data.

4. Sending Messages via WhatsApp

After setting up the trigger, it’s time to configure the action to send WhatsApp messages. Select WhatsApp as the action application in Pabbly Connect. You will need to set up your WhatsApp account by generating an API key through the WhatsApp Business API.

• Enter the WhatsApp number of the client.
• Compose the reminder message, including policy details and expiration dates.
• Test the message to ensure it is sent correctly.

Once the message configuration is complete, save your workflow. This allows Pabbly Connect to send automated reminders to your clients on WhatsApp based on the data from Google Sheets.

5. Testing and Activating Your Workflow

Before fully implementing your automation, it’s essential to test the workflow. Trigger the workflow by adding a new row in your Google Sheets to see if the WhatsApp message is sent correctly. This step ensures that all integrations are functioning as expected.

If the test is successful, you can activate your workflow in Pabbly Connect. This means that reminders will now be sent automatically whenever a new entry is added or an existing entry is updated in your Google Sheets. This automation saves time and ensures that your clients receive timely reminders.

Conclusion

In this tutorial, you learned how to automate sending insurance renewal reminders to clients on WhatsApp using Pabbly Connect. By integrating Google Sheets and WhatsApp, you can streamline your communication process and ensure your clients are always informed about their policy expirations.