Learn how to automate WhatsApp messages when a new record is added in Airtable using Pabbly Connect. Step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To start sending WhatsApp messages automatically when a new record is added in Airtable, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect website.

On the landing page, you will see options to ‘Sign In’ or ‘Sign Up for Free’. If you are new, click on ‘Sign Up’ to create an account. Existing users should simply sign in to access their dashboard.


2. Creating a Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button. This will prompt you to name your workflow. For this integration, name it ‘Send WhatsApp Message When Record is Added on Airtable’. This title reflects the purpose of the workflow. using Pabbly Connect

  • Click on ‘Create’ to proceed.
  • You will now see Trigger and Action options.
  • Select Airtable as your trigger application.

After selecting Airtable, choose ‘New Record’ as the trigger event. This setup indicates that the workflow will trigger whenever a new record is added in Airtable.


3. Connecting Airtable to Pabbly Connect

To connect Airtable, click on ‘Add New Connection’. You will need to enter an API token to establish this connection. To obtain the token, log into your Airtable account and create a new token with the required scopes. using Pabbly Connect

Make sure to select all necessary scopes for full functionality. After generating the token, copy it and paste it into Pabbly Connect. Click on ‘Save’ to finalize the connection. Now, Pabbly Connect is integrated with your Airtable account.


4. Setting Up WhatsApp Integration

Next, you will set up the action application to send messages on WhatsApp. Select the action application as ‘Interact’ and choose ‘Send WhatsApp Template Message’ as the action event. using Pabbly Connect

  • Click on ‘Connect’ and add a new connection using your Interact secret key.
  • Map the phone number and other variables required for the WhatsApp message.
  • Ensure that the message template is correctly set up to personalize each message.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to test the integration. If set up correctly, you will receive a WhatsApp message based on the information from Airtable.


5. Testing the Integration

To verify that everything is working as expected, add a new record in Airtable. Enter the details such as name, email, and phone number, and then check your WhatsApp for a message. using Pabbly Connect

Keep in mind that Pabbly Connect has a polling time of 10 minutes, meaning it will check for new records every 10 minutes. After this duration, you should receive your WhatsApp message confirming the successful integration.


Conclusion

In this tutorial, you learned how to automate WhatsApp messages using Pabbly Connect when a new record is added in Airtable. This integration simplifies communication with new leads, ensuring timely responses and improved engagement.

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