How to Send Email Attachments to WhatsApp Using Pabbly Connect

Learn how to send email attachments directly to WhatsApp using Pabbly Connect. Follow our step-by-step tutorial to automate your workflow effectively. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Email to WhatsApp Integration

To send email attachments to WhatsApp, you first need to set up Pabbly Connect. This powerful automation tool allows you to connect your Gmail account with WhatsApp seamlessly. Start by creating an account on Pabbly Connect and logging in to your dashboard.

Once logged in, you can create a new workflow. Select Gmail as your trigger app to initiate the process. This setup will allow Pabbly Connect to monitor incoming emails for specific attachments.

2. Configuring Gmail Integration in Pabbly Connect

After setting up Pabbly Connect, the next step is to configure the Gmail integration. Click on ‘Create Workflow’ and name your workflow. Choose Gmail as your trigger application and set the trigger event to ‘New Attachment’. This will allow you to automatically capture any attachments sent to your Gmail account.

• Select your Gmail account and grant the necessary permissions.
• Specify the email address from which the attachments will be received.
• Test the connection to ensure everything is working correctly.

Once you have configured the Gmail integration, you can proceed to set up the WhatsApp integration. This will allow Pabbly Connect to send the captured email attachments directly to WhatsApp.

3. Integrating WhatsApp with Pabbly Connect

The next step is to integrate WhatsApp with Pabbly Connect. Click on ‘Add Action Step’ and select WhatsApp as your action application. Choose the action event as ‘Send Message’. This will be responsible for sending the WhatsApp message with the email attachment.

In the WhatsApp setup, you will need to connect your WhatsApp account. Make sure to provide the necessary API details from your WhatsApp account to establish a successful connection. This integration allows Pabbly Connect to send messages on your behalf.

4. Mapping Data for WhatsApp Message

Once the WhatsApp integration is set up, you need to map the data from the Gmail attachment to the WhatsApp message. In this step, use the data captured from the Gmail trigger to fill in the message fields for WhatsApp. You can customize the message body to include information such as the sender’s name and the attachment link.

• Select the attachment field from Gmail to include in the WhatsApp message.
• Craft a message that informs the recipient about the attachment.
• Test the mapping to ensure that the correct data is sent.

This mapping step is crucial as it ensures that the right information is sent through WhatsApp, making the process efficient and reliable using Pabbly Connect.

5. Finalizing the Workflow in Pabbly Connect

After mapping the data, it’s time to finalize your workflow in Pabbly Connect. Review all the steps to ensure everything is set correctly. You can also set up filters if you want to limit which emails trigger the WhatsApp messages.

Once satisfied, turn on your workflow. Now, whenever a new email with an attachment arrives in your Gmail account, Pabbly Connect will automatically send that attachment via WhatsApp. This automation saves time and ensures that important documents are shared promptly.

Conclusion

Using Pabbly Connect to send email attachments to WhatsApp streamlines your workflow significantly. With just a few steps, you can automate the process and ensure timely communication. This integration not only saves time but also enhances productivity by eliminating manual tasks.