Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for WhatsApp Integration

To start using Pabbly Connect, first navigate to the Pabbly website by typing pabbly.com in your browser. Once there, sign in if you’re an existing user or click on “Sign Up Free” if you’re new. This will allow you to explore the features and tasks available for your business.

After signing in, you will be directed to the Pabbly apps page. From here, click on Pabbly Connect to access the dashboard. This platform will be your central hub for creating workflows that automate the forwarding of WhatsApp messages to Slack.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will need to create a new workflow. Click on “Create Workflow” and name it something descriptive, like “Forward WhatsApp Messages to Slack”. Select a folder for better organization, such as “All Automations”, and click on “Create” to proceed.

  • Name your workflow appropriately.
  • Select a folder for organization.
  • Click “Create” to finalize your workflow.

Once the workflow is created, you will see a section to set up your trigger application. This is crucial as it determines when the automation starts. You will select WhatsApp as your trigger application and choose the event “New Message Notification” to initiate the workflow.

3. Connecting WhatsApp Cloud API to Pabbly Connect

To connect WhatsApp Cloud API with Pabbly Connect, a webhook URL will be provided. This URL is essential as it allows WhatsApp to send messages to your workflow. Open the Meta for Developers website by typing developers.facebook.com and log in with your Facebook account.

Navigate to “My Apps” and select the app you created, like “Sun Creation”. Go to the WhatsApp section, and under the production setup, you will find the option to configure the webhook. Paste the webhook URL provided by Pabbly Connect and enter the verified token from the Pabbly forum to complete the setup.

4. Testing the Webhook Connection

After setting up the webhook in the WhatsApp Cloud API, it’s time to test the connection. Go back to the production setup and send a test message through the messages section. This will verify if the connection between WhatsApp and Pabbly Connect is functioning correctly.

Once the test message is sent, return to your workflow in Pabbly Connect to check if the message details have been captured. You should see the message ID, test number, and message content displayed, confirming that the webhook is working as intended.

5. Forwarding WhatsApp Messages to Slack

Now that the connection is established, you can set up the action to forward WhatsApp messages to Slack. Click on “Add New Action Step” in your workflow and select Slack as the action application. Choose the action event “Send Channel Message” and click on connect.

After connecting to Slack, select the channel where you want the messages to be sent, like “WhatsApp Messages”. In the message field, you will format the message to include the sender’s name and the content of the WhatsApp message. Use mapping to ensure that the details are dynamically pulled from the WhatsApp message received.

  • Select the Slack channel for message forwarding.
  • Map the WhatsApp message details to the Slack message format.
  • Test the action to ensure messages are sent correctly.

After saving the action, you should see a confirmation message in your Slack channel indicating that the WhatsApp message has been successfully forwarded. This automation allows your team to stay updated without manual intervention, enhancing productivity.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically forward WhatsApp messages to Slack. This integration streamlines communication for your business, ensuring that your team stays informed efficiently.