Learn how to use Pabbly Connect to send automated custom SMS after capturing leads via WhatsApp chatbot. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WhatsApp Integration

Pabbly Connect is an automation platform that allows seamless integration between different applications, including WhatsApp. In this tutorial, we will explore how to send automated custom SMS after capturing a new lead from a WhatsApp chatbot using Pabbly Connect.

First, access Pabbly Connect by visiting the official website. Once there, you can sign in or create a new account if you are a first-time user. After logging in, you will be directed to the dashboard where you can manage your workflows and automations.

2. Creating the WhatsApp Chatbot Using Pabbly Chatflow

To begin, you need to create a WhatsApp chatbot that will capture lead details. This can be done using Pabbly Chatflow, which is part of the Pabbly suite. Start by selecting the ‘Create New Flow’ option in Pabbly Chatflow.

  • Choose a suitable name for your flow, such as ‘Lead Capture Bot’.
  • Set up the flow start trigger based on keywords or regex patterns to capture user queries.
  • Add message blocks to prompt users for their name, email, and phone number.

Ensure that your WhatsApp chatbot is configured to collect all necessary information from users. This setup is crucial as it will directly feed into the automation process facilitated by Pabbly Connect.

3. Connecting Pabbly Connect to WhatsApp Chatbot

After creating your WhatsApp chatbot, the next step is to integrate it with Pabbly Connect. This integration will allow you to automate the process of sending SMS after capturing lead information. In Pabbly Connect, create a new workflow and select the trigger application as Pabbly Chatflow.

Set the event to ‘New Message Received’ and connect your WhatsApp account to Pabbly Connect. You will receive a webhook URL that you need to configure in your WhatsApp Chatbot settings to ensure that it sends data to Pabbly Connect when a new lead is captured.

4. Sending SMS Through Twilio Using Pabbly Connect

Once the integration is set up, you need to configure the action step in Pabbly Connect to send SMS through Twilio. Select Twilio as your action application and choose the ‘Send SMS’ event.

  • Input your Twilio Account SID and Auth Token to connect Pabbly Connect with Twilio.
  • Map the fields from the previous step, such as customer name and phone number, to personalize the SMS.
  • Craft the SMS body to include a confirmation message about the sample request.

This setup ensures that whenever a new lead is captured through your WhatsApp chatbot, an automated SMS is sent to the customer, enhancing engagement and communication. Pabbly Connect plays a vital role in facilitating this automation.

5. Testing and Verifying the Integration

After setting up the workflow, it is crucial to test the entire process to ensure everything works as intended. You can do this by sending a test message through your WhatsApp chatbot and checking if the SMS is received correctly. using Pabbly Connect

Monitor the Pabbly Connect dashboard for any errors or issues during the test run. If everything is set up correctly, you should receive the SMS confirmation shortly after the lead is captured. This testing phase is essential to ensure that your integration is functioning smoothly and effectively.

Conclusion

In conclusion, using Pabbly Connect to automate SMS sending after capturing leads from a WhatsApp chatbot is a straightforward process. By following the steps outlined in this tutorial, you can enhance your customer engagement and streamline your communication effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.