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Automatically Send New Leads to WhatsApp & CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate WhatsApp messages and CRM updates, start by accessing Pabbly Connect. Visit the Pabbly website by typing pabbly.com in your browser and sign in to your account. If you are a new user, you can sign up for a free trial to explore the features.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that connects your form submissions with WhatsApp and your CRM. This integration will help you automate responses and manage leads efficiently.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to manage lead submissions. Click on the “Create New Workflow” button, and name it “Automatically Send New Leads to WhatsApp and CRM”. Select a folder for organization, such as “Forms Automation”.

Click on “Create” to initiate your workflow.
Set the trigger application to “Webhook by Pabbly”.
Choose the trigger event as “Catch Webhook” and click “Connect”.

After creating the workflow, you will receive a webhook URL. This URL is essential for connecting your form to Pabbly Connect. Copy this URL and insert it into your form’s code to capture submissions automatically.

3. Testing the Webhook Connection

Now that you have set up the webhook in Pabbly Connect, it’s time to test the connection. Go back to your form and submit a test entry with details like name, email, and phone number. This step is crucial to ensure that the webhook is functioning correctly.

Check the Pabbly Connect dashboard to see if the response from the form submission is captured. If successful, you will see the lead details displayed in your workflow. This confirms that the connection between your form and Pabbly Connect is established.

4. Integrating Salesforce CRM with Pabbly Connect

Next, you will integrate Salesforce CRM with Pabbly Connect to add the lead details automatically. In your workflow, select Salesforce as the action application and choose the action event “Create a Contact”. Click “Connect” to establish the connection.

Map the fields from the webhook response to the corresponding fields in Salesforce, such as first name, last name, email, and phone number. This mapping is crucial as it ensures that every new lead is correctly added to your CRM without manual entry.

5. Sending Personalized WhatsApp Messages

Finally, you will set up the WhatsApp message feature using Pabbly Connect. Add a new action step and select Pabbly Chatbot as the action application. Choose the action event “Send Text Message” and connect your Pabbly Chatbot account.

Configure the WhatsApp message by entering the recipient’s phone number, including the country code, and write a personalized message. Use the lead’s name to make the message more engaging. After saving and testing this step, you should receive a confirmation message on WhatsApp, indicating successful integration.

Conclusion

By following these steps, you can effectively automate WhatsApp messages and update your CRM using Pabbly Connect. This integration streamlines your lead management process, allowing you to focus on more important tasks while enhancing customer engagement.