Watch Step By Step Video Tutorial Below






1. Access Pabbly Connect for Integration

To start using Pabbly Connect, visit the Pabbly website and sign in or sign up for a free account. This platform is essential for integrating various applications like WhatsApp and JST.

Once logged in, navigate to the Pabbly Connect dashboard. From here, you can create new workflows to automate your tasks. Make sure to select the right folder for your automation project.


2. Creating a New Workflow in Pabbly Connect

In this step, you’ll create a new workflow in Pabbly Connect. Click on the “Create Workflow” button and name your workflow, such as “Real Estate Leads to WhatsApp”. This name will help you identify the automation later.

  • Click on the “Create from Scratch” option.
  • Select the appropriate folder for the workflow.
  • Confirm the creation of the workflow.

After creating the workflow, you’ll see a trigger and action box. These two elements will form the basis of your automation process using Pabbly Connect.


3. Setting Up the Trigger with JST

The next step involves setting up the trigger in Pabbly Connect. You will use JST as the trigger application. Click on “Add Trigger” and search for “Just Dial”.

  • Select the trigger event as “New Leads”.
  • Click on “Connect” to establish a connection.
  • Provide the webhook URL to your account manager for setup.

Once the connection is established, the workflow will be ready to capture new leads from JST. This ensures that whenever a new lead is generated, it will automatically trigger the next action in your workflow.


4. Sending WhatsApp Messages Using Pabbly Connect

After setting up the trigger, it’s time to configure the action step to send WhatsApp messages. Click on “Add Action Step” and choose Pabbly Chatflow as the action application.

  • Select the event as “Send Text Message”.
  • Connect to your existing Chatflow account or create a new connection.
  • Map the required fields, such as phone number and message content.

Mapping is crucial as it personalizes the message sent to each lead. Ensure that all details are correctly entered before proceeding to test the workflow.


5. Testing the Integration

Finally, you need to test the entire setup to ensure everything works seamlessly. Click on “Save and Send Test Request” to initiate the test. This will check if the WhatsApp message is sent successfully.

  • Check the response received from the test request.
  • Open WhatsApp to verify if the message was received.
  • Ensure that the message matches the one configured in the workflow.

Upon successful testing, your integration using Pabbly Connect is complete. You can now automatically send personalized WhatsApp messages to new leads from JST as they come in.


Conclusion

Integrating Pabbly, WhatsApp, and JST using Pabbly Connect allows for seamless communication with your leads. This automation enhances efficiency and ensures timely responses to inquiries.