Automatically Collect & Manage WhatsApp Leads Using Pabbly Chatflow

Learn how to use Pabbly Chatflow to automatically collect and manage WhatsApp leads with this step-by-step tutorial. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Integration

To start collecting and managing WhatsApp leads, you need to access Pabbly Chatflow. Open a new tab and type the URL Pabbly.com/chatflow. This will take you to the Pabbly Chatflow homepage where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button. Upon creating your account, you will receive 100 free credits every month to explore the capabilities of Pabbly Chatflow. If you already have an account, simply click ‘Sign In’ to access your dashboard.

2. Creating Your WhatsApp Chatbot in Pabbly Chatflow

Once logged into Pabbly Chatflow, navigate to the dashboard. Click on the ‘Access Now’ button under the Pabbly Chatflow app to start creating your chatbot. You will be directed to the flow builder page where you can create flows for your WhatsApp chatbot.

• Click on the ‘Add Flow’ button to create a new flow.
• Name your flow, for example, ‘Automatically Collect and Manage WhatsApp Leads’.
• Set a trigger event that initiates your chatbot, such as a keyword match.

After setting up the trigger, you can now add the welcome message that your chatbot will send when a user initiates a conversation. This is done by dragging the text button node into the flow.

3. Building the Chatflow for Lead Collection

Now that your flow is set up, it’s time to build the actual chatflow that will collect lead details. In Pabbly Chatflow, you can add various buttons and messages to guide the user through the conversation.

For instance, create a button that allows users to choose the services offered. You can set up a list that includes options like social media marketing and SEO services. Each service can be linked to a custom field that stores additional information about the user’s choice.

• Add a button for ‘Yes’ or ‘No’ for booking a consultation.
• Ask for the user’s full name, business name, and email ID.

Ensure that each response from the user is saved in a structured manner, allowing you to easily collect and manage their information.

4. Integrating Google Sheets with Pabbly Connect

To automatically save the lead details collected by your chatbot, you need to integrate Google Sheets using Pabbly Connect. This integration allows you to transfer data seamlessly from Pabbly Chatflow to Google Sheets.

Start by creating a new workflow in Pabbly Connect. Select Pabbly Chatflow as the trigger app and choose the event ‘New Message Received’. Copy the webhook URL generated in Pabbly Connect and paste it into the API request node in Pabbly Chatflow.

Set the method to POST in the API request. Map the fields from the chatflow to the corresponding columns in Google Sheets.

This mapping ensures that all lead details are automatically stored in your Google Sheet whenever a user interacts with your WhatsApp chatbot.

5. Testing and Launching Your WhatsApp Chatbot

After setting up everything, it’s crucial to test your WhatsApp chatbot to ensure it works as expected. Start by sending a message to your WhatsApp number linked with Pabbly Chatflow and check if the chatbot responds correctly.

Verify that all the details collected during the conversation appear in your Google Sheet. Adjust any settings or messages in Pabbly Chatflow as needed to improve user experience. Once satisfied, your WhatsApp chatbot is ready for launch!

Finally, you can share your chatbot flow with others, allowing them to benefit from your setup. Use the share option in Pabbly Chatflow to generate a link for easy sharing.

Conclusion

Using Pabbly Chatflow to automatically collect and manage WhatsApp leads simplifies the process of lead generation for your business. By integrating with Google Sheets through Pabbly Connect, you can ensure that all lead information is collected efficiently and without manual effort. Start leveraging this powerful tool today!