Automatically Send Insurance Renewal Reminders via WhatsApp with Pabbly Connect

Learn how to automatically send insurance renewal reminders to clients on WhatsApp using Pabbly Connect and Google Sheets. Step-by-step tutorial 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 automate the process of sending insurance renewal reminders, start by accessing Pabbly Connect. Navigate to the Pabbly Connect dashboard by entering the URL in your browser. If you don’t have an account, create one by clicking on ‘Sign Up Free’. For existing users, simply sign in.

Once logged in, click on ‘Create Workflow’. Name your workflow (e.g., ‘Google Sheets to WhatsApp’) and click on the ‘Create’ button. This initiates your automation process, allowing you to set triggers and actions for sending reminders.

2. Configuring the Trigger with Google Sheets

In this section, you will configure the trigger that fetches client details from Google Sheets using Pabbly Connect. In the trigger window, select ‘Schedule’ as the app. This allows you to set how often the workflow runs, which should be daily for sending reminders.

• Choose the execution time (e.g., 10:00 AM).
• Click ‘Save’ to schedule the workflow.

After scheduling, move to the action window and select ‘Google Sheets’ to fetch the client data. Choose the action event ‘Get Rows’ and establish a connection to your Google Sheets account. Select the spreadsheet containing your client list (e.g., ‘XYZ Insurance Client List’) and specify the data range to ensure all relevant client details are captured.

3. Processing Client Data with Iterator

After successfully fetching the client details, the next step involves processing this data using Pabbly Connect. Add an action step and select ‘Iterator’ to handle the data row by row. This is crucial for customizing messages for each client based on their specific insurance details.

Once you select ‘Iterator’, map the response from the previous step to ensure that each client’s information is processed individually. This includes their names, mobile numbers, and insurance expiry dates. After setting this up, click on ‘Save and Send Test Request’ to verify that the data is correctly processed.

4. Sending WhatsApp Reminders via WhatsApp Cloud API

Now that you have the client data ready, it’s time to send the reminders. In this step, you will use the WhatsApp Cloud API through Pabbly Connect. Add another action step, select ‘WhatsApp Cloud API’, and choose the action event ‘Send Template Message’.

• Connect your WhatsApp Cloud API account by entering your phone number ID, WhatsApp business account ID, and permanent access token.
• Select the template you created for sending reminders.

Map the recipient’s mobile number and any dynamic fields (like the client’s name and expiry date) to personalize the message. After completing these steps, send a test message to ensure everything is working correctly.

5. Final Setup and Testing of the Workflow

After configuring all steps, it’s essential to test the entire workflow for functionality. Use the test feature in Pabbly Connect to simulate the process. Check if clients receive their reminders as expected.

Ensure that the reminders are sent one day before the expiry date, confirming that your conditions are set correctly. Once satisfied with the test results, activate the workflow to automate the process completely.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending insurance renewal reminders via WhatsApp. By integrating Google Sheets and the WhatsApp Cloud API, you can streamline client communication and ensure timely reminders for policy renewals.