How to Send Building Equipment Rental Services Quotation via WhatsApp Using Pabbly Connect

Learn how to automate sending building equipment rental services quotations to clients on WhatsApp through Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start automating the process of sending building equipment rental services quotations, first, access Pabbly Connect. This platform allows seamless integration between various applications such as WhatsApp, Gmail, and your website.

Log in to your Pabbly Connect account. If you don’t have an account, you can create one easily. Once logged in, navigate to the dashboard where you can create a new workflow for your automation needs.

2. Create a New Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send Quotation via WhatsApp’. This helps in identifying the workflow later.

• Choose the trigger application (e.g., your website form).
• Select the event that will trigger the workflow (e.g., form submission).

After setting the trigger, click on the ‘Save’ button. This saves your workflow and prepares it for the next steps. Now, you are ready to integrate WhatsApp for sending the quotation.

3. Integrate WhatsApp with Pabbly Connect

Next, in your Pabbly Connect workflow, add an action step to send a message via WhatsApp. Choose WhatsApp as the action application from the list provided.

Fill in the required fields for the WhatsApp integration, such as the recipient’s phone number and the message content. You can customize the message to include the quotation details that the client needs. Ensure that the phone number is formatted correctly for WhatsApp.

4. Test Your Integration

Once you have set up the WhatsApp action in Pabbly Connect, it’s crucial to test the integration. Click on the ‘Test’ button to send a test message to ensure everything is working correctly.

If the test is successful, you will see a confirmation message. This indicates that your workflow is functioning as intended, and clients will receive their quotations automatically upon form submission.

5. Finalize and Activate Your Workflow

After successful testing, return to your Pabbly Connect dashboard. Make any necessary adjustments to your workflow settings or message templates. Once you are satisfied, activate your workflow.

With your workflow activated, you can now sit back and let Pabbly Connect handle the automation of sending building equipment rental services quotations to your clients via WhatsApp whenever they make an enquiry through your website.

Conclusion

Using Pabbly Connect to automate sending quotations via WhatsApp simplifies your workflow significantly. By following these steps, you can ensure that your clients receive timely responses to their inquiries, enhancing their experience and improving your service efficiency.