Automate WhatsApp Messages and Slack Updates with Pabbly Connect

Learn how to automate WhatsApp messages to new Swipe Pages leads and update your team on Slack using Pabbly Connect. Step-by-step guide included. 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. Setting Up Pabbly Connect for Automation

To start using Pabbly Connect, first, log in to your Pabbly account. You can access it by visiting Pabbly.com and selecting the Pabbly Connect app from the dashboard. If you are new, sign up for free to create an account and enjoy 100 tasks monthly.

Once logged in, click on the plus sign to create a new workflow. Name your workflow as ‘Swipe Pages Automation’ and click on create. This sets the stage for integrating your applications through Pabbly Connect.

2. Integrating Swipe Pages with Pabbly Connect

In this step, we will connect Swipe Pages to Pabbly Connect. Select Swipe Pages as your trigger application and choose the trigger event as ‘New Form Submission’. This means that whenever a new lead fills out the form on your landing page, it will trigger the workflow.

• Open the trigger window in Pabbly Connect.
• Select Swipe Pages and the event as New Form Submission.
• Copy the generated webhook URL.

Now, head over to your Swipe Pages account and navigate to the integrations section. Here, paste the webhook URL you copied from Pabbly Connect to set up the integration, ensuring that the form submissions are captured correctly.

3. Sending WhatsApp Messages via Pabbly Connect

After setting up the webhook, the next step is to send a WhatsApp message to the new lead. In Pabbly Connect, add an action step and choose ‘360 Dialog’ as the application, selecting the action event as ‘Send Template Message’. This allows you to send a pre-approved WhatsApp message template to the lead.

Connect your 360 Dialog account by entering the API key and domain details. Once connected, select the message template you created previously. This template should include placeholders for the customer’s name and your business name.

• Map the recipient’s mobile number from the form submission.
• Fill in the placeholder values such as customer name and business name.
• Test the message to ensure it is sent correctly.

After testing, you will see the message delivered to the customer on WhatsApp, confirming that the integration through Pabbly Connect is successful.

4. Updating Your Team on Slack with Pabbly Connect

Now that the WhatsApp message is set up, the next step is to notify your team on Slack. Add another action step in Pabbly Connect and choose Slack as the application. Select the action event as ‘Send Channel Message’ to send a message to your designated channel.

Connect your Slack account by selecting the token type and authorizing Pabbly Connect to access your Slack workspace. Once connected, choose the channel where you want the messages to be sent.

Select your Slack channel, such as ‘Swipe Pages’. Compose the message with details about the new lead. Map the lead details such as name, email, and phone number.

After saving and testing this action, your team will receive instant notifications on Slack whenever a new lead fills out the form, enhancing communication and response times.

5. Final Testing and Workflow Confirmation

With both WhatsApp and Slack integrations set up, it’s time to test the entire workflow. Fill out the lead form on your Swipe Pages landing page to see if the automation works as expected. This step is crucial to ensure that both the WhatsApp message and Slack notification are sent correctly.

Once you submit the form, check your WhatsApp for the message and your Slack channel for the notification. If both messages are received, your automation is functioning perfectly and is ready for use.

In case of any issues, revisit the steps in Pabbly Connect to ensure all fields are correctly mapped and all connections are properly authorized. This will help in troubleshooting any problems that may arise during the integration process.

Conclusion

This tutorial demonstrated how to automate WhatsApp messages to new Swipe Pages leads and update your team on Slack using Pabbly Connect. By following these steps, you can enhance your lead management process and improve communication with your team effectively.