How to Add WhatsApp Business Leads to Sendgrid List Using Pabbly Connect

Learn how to automate adding WhatsApp business leads to your Sendgrid list using Pabbly Connect with this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp business leads with Sendgrid, first, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website at Pabbly.com/connect.

If you’re a new user, click on the ‘Sign Up Free’ button to create an account. Existing users should click on ‘Sign In’. Pabbly Connect offers 100 free credits monthly for new users to explore automation possibilities.

2. Creating a Workflow in Pabbly Connect

Once logged in, navigate to the dashboard of Pabbly Connect and click on the ‘Create Workflow’ button. This is where you will set up the automation for adding WhatsApp leads to your Sendgrid account.

• Select the new beta version of the workflow builder for a modern experience.
• Name your workflow, for example, ‘Add WhatsApp Business Leads to Sendgrid List’.
• Choose a folder to save your workflow for better organization.

After setting this up, you will see the trigger and action buttons. The trigger will be WhatsApp Cloud API, and the action will be Sendgrid. This setup is crucial for the automation to function correctly.

3. Setting Up the Trigger with WhatsApp Cloud API

For the trigger, select the WhatsApp Cloud API from the application list in Pabbly Connect. Choose the trigger event as ‘Message Notification’ to activate the workflow when a new message is received on WhatsApp.

Click the ‘Connect’ button to generate a webhook URL. This URL will be used to connect your WhatsApp account with Pabbly Connect. Follow the instructions provided to set up the webhook in your WhatsApp Cloud API settings.

4. Configuring the Action Step with Sendgrid

After successfully setting up the trigger, it’s time to configure the action step. Select Sendgrid as your action application in Pabbly Connect. Choose the action event as ‘Add or Update a Contact’. This will allow you to add new contacts to your Sendgrid list whenever a message is received.

• Connect your Sendgrid account by entering the API key obtained from your Sendgrid settings.
• Fill in the required fields: email, first name, last name, and phone number.
• Map the WhatsApp message sender’s details to these fields for seamless data transfer.

Once all fields are filled, click ‘Save and Send Test Request’ to verify that the integration works. You should see the contact added to your Sendgrid account.

5. Finalizing the Integration and Testing

With the action step configured, the last step is to test the entire integration. Send a message to your WhatsApp number to trigger the workflow. Check your Sendgrid account to confirm that the contact appears in your specified list. using Pabbly Connect

This integration will now automatically add any new WhatsApp inquiries as contacts in your Sendgrid list. This real-time automation saves you time and ensures you never miss a lead.

Conclusion

By following this tutorial, you have successfully learned how to use Pabbly Connect to add WhatsApp business leads to your Sendgrid list. This integration enables seamless communication and efficient lead management, enhancing your business automation capabilities.