Send Payment Links for WooCommerce Sales to Customers on WhatsApp Using Pabbly Connect

Learn how to automate sending payment links for WooCommerce sales to customers on WhatsApp using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WooCommerce Integration

To begin automating the process of sending payment links for WooCommerce sales, you need to set up Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect product page.

As a first-time user, click on the ‘Sign Up for Free’ button to create your account. Once registered, log in to your account and access the Pabbly Connect dashboard. Here, you will create a new workflow to facilitate the integration.

2. Creating a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, click on the ‘+’ icon to create a new workflow. Name your workflow something descriptive, like ‘Send Payment Link to Customer on WhatsApp’. This name helps you identify the workflow easily in the future. using Pabbly Connect

In this workflow, you will set up a trigger and an action. The trigger will be a new order created in WooCommerce, and the action will be sending the payment link via WhatsApp. This integration allows you to automate the entire process seamlessly.

• Navigate to the trigger section and select WooCommerce as the application.
• Choose the trigger event as ‘New Order Created’.
• Copy the webhook URL provided by Pabbly Connect for further setup.

Once you have set the trigger, you will need to configure it in your WooCommerce settings. This step ensures that the order details are captured in Pabbly Connect whenever a new order is placed.

3. Configuring WooCommerce to Work with Pabbly Connect

To connect WooCommerce with Pabbly Connect, go to your WordPress dashboard and navigate to WooCommerce settings. Click on the ‘Advanced’ tab and select ‘Webhooks’. Here, you will add a new webhook using the URL you copied earlier.

Configure the webhook by giving it a name, setting the status to active, and selecting the topic as ‘Order Created’. Paste the copied webhook URL in the designated field and save the changes. This setup allows WooCommerce to send order data to Pabbly Connect automatically.

• Enter a name for your webhook, such as ‘WhatsApp Integration’.
• Set the webhook status to ‘Active’.
• Select ‘Order Created’ as the topic.

After saving the webhook, return to Pabbly Connect and test the connection. This ensures that the webhook is functioning correctly and that Pabbly Connect can receive data from WooCommerce.

4. Creating Payment Links with Razorpay via Pabbly Connect

Once the WooCommerce connection is established, the next step is to create a payment link using Razorpay through Pabbly Connect. In the action step of your workflow, select Razorpay as the application and choose the action event as ‘Create Payment Link’.

You will need to connect your Razorpay account by providing the Key ID and Key Secret. These credentials can be found in your Razorpay account settings under the API keys section. Once connected, map the required fields such as amount, currency, and customer details from the WooCommerce order.

Map the amount from the WooCommerce order, ensuring it’s in the smallest currency unit. Set the currency to INR and provide a description for the payment link. Include customer details like name, email, and phone number for the payment link.

After setting up these fields, test the action step to generate a payment link. This link will be used to facilitate the payment process for your customers.

5. Sending Payment Links via WhatsApp Using Pabbly Connect

The final step in this integration is to send the generated payment link to the customer via WhatsApp. In the action step of your workflow, select the WhatsApp Cloud API as the application and choose the action event as ‘Send Template Message’.

Connect your WhatsApp Cloud API account by providing the necessary credentials such as the access token, phone number ID, and WhatsApp Business Account ID. After connecting, you will need to select the message template that you previously created and map the customer details and payment link into the message template.

Map the recipient’s phone number, ensuring to include the country code. Include the customer name and product name in the message body fields. Insert the generated payment link into the message template.

Once everything is set, test the final action to ensure that the message is sent successfully to the customer. This completes the automation process, allowing you to send payment links for WooCommerce sales seamlessly via WhatsApp using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending payment links for WooCommerce sales to customers on WhatsApp. By following the steps outlined, you can streamline your payment collection process and enhance customer communication effectively.