Learn how to automate sending seminar hall quotations via WhatsApp using Pabbly Connect. Follow this 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. Accessing Pabbly Connect for Automation

To start sending seminar hall quotations via WhatsApp, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect dashboard by visiting the official website.

After reaching the dashboard, you can either sign up for a new account or log in if you already have one. Once logged in, click on the ‘Create Workflow’ button to begin the setup process.

2. Setting Up Your Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect that connects your Elementor form to WhatsApp. Name your workflow, for example, ‘Elementor to WhatsApp’. This name will help you identify the automation later.

  • Click ‘Create’ to initiate the workflow.
  • Select the trigger app as Elementor.
  • Choose ‘New Form Submission’ as the trigger event.

This configuration allows Pabbly Connect to listen for new submissions from your Elementor form, which is essential for sending WhatsApp messages automatically.

3. Connecting Elementor Form to Pabbly Connect

Once you have set the trigger, Pabbly Connect will provide you with a webhook URL. This URL is crucial as it will be used to connect your Elementor form with Pabbly Connect.

Copy the webhook URL and navigate to your Elementor form. In the form settings, select ‘Action After Submit’ and choose ‘Webhook’. Paste the copied URL into the Webhook URL field and save the settings.

  • Ensure to click ‘Update’ to save changes.
  • Test the form by submitting a dummy entry.

This ensures that every new inquiry submitted through your website will trigger the workflow in Pabbly Connect.

4. Sending WhatsApp Messages via Pabbly Connect

After successfully receiving the form submission data in Pabbly Connect, the next step is to send a WhatsApp message. In the action window, search for ‘WhatsApp Cloud API’ and select it.

Choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp Cloud API account by providing the necessary credentials like the phone number ID and access token.

Select the message template you want to use for the WhatsApp message. Map the recipient’s mobile number from the form submission data. Add the URL of the quotation PDF as an attachment.

By following these steps, Pabbly Connect will automatically send the specified WhatsApp message with the quotation to the user who filled out the form.

5. Testing Your Pabbly Connect Automation

To ensure everything is working correctly, conduct a test by submitting another dummy entry through your Elementor form. After submission, check the WhatsApp account linked to the number you provided.

If set up correctly, you should receive the WhatsApp message containing the quotation. This confirms that Pabbly Connect is effectively automating the process of sending seminar hall quotations.

Verify the content of the message to ensure accuracy. Check the attachment to confirm the quotation PDF is included.

With this, you have successfully set up an automated workflow using Pabbly Connect to send WhatsApp messages for seminar hall inquiries.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending seminar hall quotations via WhatsApp. This integration streamlines the process, saving time and improving customer engagement.

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