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Automate Your Welcome Messages: Step by Step Guide | Hindi

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your welcome messages, first, you need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Begin by visiting the Pabbly website and signing up for a free trial. Once you log in, navigate to your dashboard and open the workflow builder. Click on the ‘Add Trigger’ button to begin setting up your automation.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger that initiates the automation process. Select the application through which your leads are coming in, and choose the event ‘New Lead Form Entry’.

Choose any application from which leads are generated.
Select ‘New Lead Form Entry’ as the event.
Click the ‘Connect’ button to proceed.

Once you select the event, Pabbly Connect will provide you with a unique workflow URL. Copy this URL as you will need it to set up the webhook in your lead generation tool.

3. Configuring the Webhook for Lead Delivery

Now, you need to configure the webhook in your lead generation tool. Open your Google Ads campaign and scroll down to the ‘Lead Delivery’ option.

Paste the workflow URL you copied earlier into the webhook URL field. After entering the URL, hit ‘Enter’ and then click on ‘Send Test Data’. This action will send a test lead to Pabbly Connect.

Check your Pabbly Connect dashboard to ensure that the test data has been captured successfully. You should see details like the lead’s phone number, email, and name.

4. Sending WhatsApp Messages through Pabbly Connect

With the test data captured, you can now set up the action to send WhatsApp messages. Click on ‘Add Action’ and select the application you want to use to send messages.

Choose Pabbly Chatflow for sending WhatsApp messages.
Select ‘Send Text Message’ as the event.
Click ‘Connect’ and add a new connection.

To connect to Pabbly Chatflow, you will need to generate an API token from your Chatflow account. Go to ‘Access Now’ in Pabbly Chatflow, add your WhatsApp number, and retrieve the API token.

5. Finalizing and Testing Your WhatsApp Message

After connecting Pabbly Chatflow, you need to fill in the details for the WhatsApp message. Instead of typing the phone number manually, map the phone number from the previous step.

For the message content, you can personalize it by including the lead’s name using dynamic mapping. Once you have configured all the details, click on ‘Save and Send Test Request’.

Ensure that you replace any dummy phone numbers with actual numbers for testing. After clicking the button, you should receive the WhatsApp message on your device, confirming that the integration is successful.

Conclusion

In this tutorial, we explored how to automate your welcome messages using Pabbly Connect. By following the steps outlined, you can efficiently send automated WhatsApp messages to new leads, enhancing your communication strategy.