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How to Automate WhatsApp Messages (Step-by-Step)

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, you need to access Pabbly Connect. Visit pabbly.com/connect in your browser to reach the homepage. Here, you have two options: sign in if you’re an existing user or click on “Sign Up Free” if you’re new.

If you choose to sign up, you can get 100 free tasks every month to explore the software. Once logged in, you can access all Pabbly applications, but for this tutorial, focus on Pabbly Connect to create your automation.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and select “Create from Scratch” to build a new workflow. You will see two options: “New Beta” and “Classic”. Choose “New Beta” for a modern experience.

Name your workflow, e.g., “Automate WhatsApp Messages”.
Select a folder for organization.
Click the “Create” button to finalize.

This step sets the foundation for your automation, allowing you to define triggers and actions within Pabbly Connect.

3. Setting Up the Trigger with Typeform

For this automation, the trigger will be a form submission through Typeform. In Pabbly Connect, select Typeform as your trigger application and choose “New Entry” as the event. This means your automation will start when a new entry is submitted.

To connect Typeform to Pabbly Connect, you will need to create a new connection. If you are already logged into your Typeform account, it will request access. Once connected, select the specific form you want to use, such as “Sign Up Form”, and set the response format to simple.

4. Adding Action Step to Send WhatsApp Messages

Once your trigger is set, it’s time to add the action step. Select Pabbly Chatflow as the action application to send WhatsApp messages. Choose “Send Text Message” as the action event. Here, you will need to build a new connection by entering your API token from Pabbly Chatflow.

To find your API token, go to the settings in Pabbly Chatflow and select “API and Webhooks”. Copy the token and paste it into Pabbly Connect. You will then need to map the WhatsApp number and message content dynamically based on the previous steps. This ensures that each message is personalized for the recipient.

5. Testing and Finalizing Your Automation

After setting up the action step, it’s essential to test your automation. Submit a test entry through your Typeform to see if Pabbly Connect successfully triggers the WhatsApp message. You should receive a message that includes the personalized name and any other details you set up.

Once you confirm that everything is working correctly, your automation is complete! You can now automate WhatsApp messages to your leads or customers seamlessly using Pabbly Connect and Pabbly Chatflow.

Conclusion

In this tutorial, we learned how to automate WhatsApp messages using Pabbly Connect. By integrating Typeform and Pabbly Chatflow, you can send personalized messages to your leads effortlessly. This setup enhances customer engagement and streamlines communication.