Automate Quotations for Tailoring Services via WhatsApp Using Pabbly Connect

Learn how to use Pabbly Connect to automate sending quotations for tailoring services via WhatsApp when inquiries are made on your website. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Tailoring Service Automation

To automate sending quotations for tailoring services via WhatsApp, you will utilize Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly, ensuring that whenever an inquiry is made on your website, a quotation is sent automatically through WhatsApp.

Using Pabbly Connect, you can streamline your workflow by integrating your website forms with WhatsApp, enabling efficient communication with your customers. This tutorial will guide you through the exact steps needed to set up this automation process.

2. Setting Up Your Pabbly Connect Account

To start, you need to create an account on Pabbly Connect. Visit the Pabbly Connect website, sign up, and log in to your dashboard. Once logged in, you will be ready to create your first workflow.

After logging in, follow these steps to set up your account:

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Send Quotation via WhatsApp’).
• Select the trigger application (your website form).

This setup allows Pabbly Connect to listen for new inquiries from your website. Once this is configured, you can proceed to connect it with WhatsApp.

3. Integrating Your Website Form with Pabbly Connect

Next, you will connect your website form to Pabbly Connect. This step is crucial as it captures the inquiries made by customers. Ensure that your form includes fields for customer name, contact number, and service details.

To integrate your form, follow these steps:

• Select the trigger event as ‘Form Submission’.
• Map the fields from your form to the corresponding fields in Pabbly Connect.
• Test the connection to ensure data is being received correctly.

Once your form is integrated with Pabbly Connect, every time a customer submits an inquiry, it will trigger the workflow to send a quotation via WhatsApp automatically.

4. Sending Quotations via WhatsApp Using Pabbly Connect

After setting up the form integration, the next step is to configure Pabbly Connect to send the quotation through WhatsApp. For this, you will need to set up a connection with WhatsApp.

Follow these steps to send quotations:

Choose WhatsApp as your action application in Pabbly Connect. Select the action event as ‘Send Message’. Map the required fields such as recipient number and message template.

By completing this setup, Pabbly Connect will automatically send a quotation message to the customer’s WhatsApp number whenever they submit an inquiry through your website.

5. Testing Your Workflow in Pabbly Connect

Once everything is set up, it’s essential to test your workflow to ensure that quotations are being sent correctly through WhatsApp. You can do this by submitting a test inquiry through your website form.

During the test, check the following:

Verify that the inquiry data is captured in Pabbly Connect. Confirm that the WhatsApp message is sent successfully to the provided number. Check for any errors in the Pabbly Connect dashboard.

Testing your workflow ensures that Pabbly Connect is functioning correctly and that your customers receive prompt quotations via WhatsApp, enhancing your service efficiency.

Conclusion

In conclusion, using Pabbly Connect enables you to automate the process of sending quotations for tailoring services via WhatsApp whenever inquiries are made on your website. This integration not only streamlines communication but also improves customer satisfaction by providing timely responses.