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How to Send Quotes of Medical Diagnostic Centre to Patients on WhatsApp Using Pabbly Connect

Learn how to automate sending quotes from a Medical Diagnostic Centre to patients via WhatsApp using Pabbly Connect. Follow our step-by-step tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To send quotes from a Medical Diagnostic Centre to patients via WhatsApp, the first step is to set up Pabbly Connect. This platform will automate the process, ensuring that every inquiry made on your website is captured and a quote is sent through WhatsApp.

Begin by logging into your Pabbly Connect account. If you don’t have an account, create one. Once logged in, navigate to the ‘Pabbly Connect’ dashboard where you can create a new workflow. This workflow will connect your website’s inquiry form with WhatsApp.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect to facilitate the integration. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Send Quotes to Patients’.

Select your trigger app, which will be your website form.
Choose the event that will trigger this workflow, typically a form submission.
Connect your form to Pabbly Connect by following the prompts to authenticate your website.

After setting up the trigger, proceed to test the integration. This step ensures that when a patient fills out the inquiry form, the data is correctly sent to Pabbly Connect for processing.

3. Sending WhatsApp Messages Through Pabbly Connect

With your workflow created, the next step is to configure how Pabbly Connect will send WhatsApp messages. Choose WhatsApp as your action app. This will allow you to send messages directly to the patient’s WhatsApp number.

Select the action event, which will be ‘Send Message’.
Authenticate your WhatsApp account in Pabbly Connect.
Map the fields from your form to the WhatsApp message template.

Ensure that the message template includes all necessary information such as the quote details and a call to action. Once everything is set up, test this action to confirm that messages are sent correctly.

4. Finalizing the Setup in Pabbly Connect

After testing the WhatsApp message sending feature, it’s time to finalize your setup in Pabbly Connect. Review all configurations and make sure that the trigger and action settings are correctly aligned.

Activate your workflow to start sending quotes automatically. This means every time a patient submits their inquiry on your website, they will receive a WhatsApp message with the quote details without any manual intervention.

Conclusion

In this tutorial, we explored how to automate sending quotes from a Medical Diagnostic Centre to patients via WhatsApp using Pabbly Connect. By setting up this integration, you can efficiently manage patient inquiries and enhance communication. Automating this process saves time and ensures that patients receive timely information.

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