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Automatically Send WhatsApp Messages to Website Leads 🚀

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To start automating WhatsApp messages using Pabbly Connect, visit the Pabbly website by typing pabby.com in your browser. Once there, sign into your Pabbly account. If you’re new, you can sign up for free to explore the features offered.

After logging in, navigate to the Pabbly apps page and select Pabbly Connect. This will take you to the dashboard where you can create a new workflow for sending WhatsApp messages to leads captured from your website forms.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, click on the “Create Workflow” button to start. Name your workflow something descriptive, like “Automatically Send WhatsApp Messages to Website Leads.” Select the folder where you want to save this workflow, typically “All Automations,” and click “Create”.

Click on “Create Workflow”.
Name your workflow.
Select the appropriate folder.

Once the workflow is created, you will see a prompt to set up a trigger application. This is essential as it initiates the automation process whenever a new form submission occurs on your website.

3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select “Webhook by Pabbly”. This allows you to connect your website form to Pabbly Connect. Choose the trigger event as “Catch Webhook” and click on “Connect”.

You will receive a unique webhook URL from Pabbly Connect. Copy this URL and insert it into your website form’s code to establish the connection. This URL acts as a bridge, enabling the form submission data to be sent to Pabbly Connect.

4. Testing the Webhook Response in Pabbly Connect

After inserting the webhook URL, it’s crucial to test the connection. Refresh your form page and submit a test entry with dummy details. This action will trigger the webhook and allow Pabbly Connect to capture the submission response.

Refresh the form page after adding the webhook URL.
Enter dummy details for the test submission.
Check Pabbly Connect for the webhook response.

Once you receive the response in Pabbly Connect, it confirms that the connection is working correctly. You can now proceed to set up the action step to send WhatsApp messages based on the captured lead data.

5. Sending WhatsApp Messages Using Pabbly Connect

To send WhatsApp messages, click on “Add New Action Step” in your workflow. Search for “Pabbly Chatflow” and select the action event “Send Text Message”. Connect to your existing Pabbly Chatflow account by entering the required token.

In the action setup, enter the recipient’s mobile number and map it to the phone number field from the webhook response. Customize your message, ensuring it includes personalized elements like the lead’s name. Finally, hit “Save and Send Test Request” to execute the action.

Once the test is successful, you will see the WhatsApp message in your chat, confirming that the integration is complete. This process illustrates how Pabbly Connect effectively automates lead communications through WhatsApp.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messaging for leads captured from your website forms. By following these steps, you can enhance your lead engagement effectively.