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Automatically Message Systeme.io Leads on WhatsApp

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with System.io, you need to access Pabbly Connect. This platform acts as the central hub for connecting various applications seamlessly.

Open a new tab and enter the URL pabbly.com/connect. You’ll land on the homepage where you can choose to sign in or sign up for a free account. Signing up gives you access to 100 free tasks per month, allowing you to explore the platform’s features.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the workflow page. This is where you will create the automation that sends WhatsApp messages whenever a new lead subscribes through your System.io form.

Click on ‘Create Workflow’ to begin.
Select System.io as your trigger application.
Choose ‘Contact Subscribe to a Form’ as the trigger event.

After setting the trigger, click on the connect button to generate a webhook URL. This URL will serve as the bridge between System.io and Pabbly Connect.

3. Setting Up System.io with Pabbly Connect

Now, head over to your System.io dashboard to complete the integration. You need to set up an automation rule that will send data to the webhook URL created in Pabbly Connect.

Navigate to the Automations section in System.io and create a new rule. Select the trigger as ‘Funnel Setup Form Subscribes’ and choose the relevant funnel and step. Then, select ‘Send Webhook’ as the action and paste the webhook URL from Pabbly Connect.

Once the rule is saved, it will activate whenever a user subscribes through the form, sending their details to Pabbly Connect.

4. Sending WhatsApp Messages via Pabbly Connect

After setting up the webhook, the next step is to send WhatsApp messages to the leads. In Pabbly Connect, add a new action step by selecting the Cloud API as your action application.

Choose ‘Test Send Text Message’ as the action event.
Connect to your WhatsApp Cloud API by entering your token and account details.
Map the fields from the previous response to make them dynamic.

This step ensures that each WhatsApp message is personalized with the lead’s information, making your communication more effective. Once everything is set, click on ‘Save and Send Test Request’ to verify the integration.

5. Verifying WhatsApp Messages

To confirm that your integration works, check your WhatsApp after sending a test message. You should receive a message that includes the lead’s name and other details as specified in your mapping.

This successful test shows that Pabbly Connect has effectively integrated System.io and WhatsApp, allowing you to send automated messages instantly. With this setup, you can streamline your communication and reduce manual work significantly.

Now you can enjoy the benefits of automated messaging without any coding skills required. Start using Pabbly Connect today to explore more automation possibilities!

Conclusion

This guide demonstrated how to integrate WhatsApp with System.io using Pabbly Connect. By following these steps, you can automate your messaging process and improve communication with your leads effectively.