Send Quotations for Security Guard Services on WhatsApp Using Pabbly Connect

Learn how to automate sending quotations for security guard services via WhatsApp using Pabbly Connect. Step-by-step guide for seamless integration. 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 Automation

To automate sending quotations for security guard services via WhatsApp, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can create a free account, granting you access to 100 free automation tasks each month.

Once logged in, click the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Security Service Quotations on WhatsApp’. This setup is crucial as it will serve as the foundation for your automation process using Pabbly Connect.

2. Connecting Elementor Form to Pabbly Connect

In this step, you will connect your Elementor form to Pabbly Connect. Select Elementor as your trigger application and choose the trigger event as ‘New Form Submission’. This event will initiate the workflow whenever a customer submits an inquiry form on your website.

• Open your Elementor editor and navigate to the inquiry form.
• In the form settings, locate the ‘Actions After Submit’ section.
• Add a new action and select ‘Webhook’.

Paste the webhook URL provided by Pabbly Connect into the designated field in your Elementor settings. After saving your changes, your form will be ready to send data to Pabbly Connect whenever a submission occurs.

3. Capturing Form Submission Data in Pabbly Connect

With your Elementor form connected, the next step is to capture the form submission data. After setting up the webhook, Pabbly Connect will display a waiting message, indicating it’s ready to receive data. To test this, fill out the inquiry form on your website.

Upon submission, Pabbly Connect will retrieve the data, including the customer’s name, email, and phone number. This data will be displayed in the workflow, allowing you to use it in subsequent steps. Make sure to verify that all fields are accurately captured.

4. Integrating WhatsApp Cloud API with Pabbly Connect

Now, it’s time to connect WhatsApp Cloud API to Pabbly Connect. You will need to configure your WhatsApp business number with the Cloud API. Make sure you have the necessary access token, phone number ID, and business account ID ready for the integration.

• Select WhatsApp Cloud API as your action application in Pabbly Connect.
• Choose the action event ‘Send Template Message’.
• Enter your access token, phone number ID, and business account ID.

After saving these settings, you can use the Cloud API to send automated messages to customers who inquire about your services. This setup ensures that your quotations are sent directly to their WhatsApp accounts, streamlining your communication process.

5. Sending Automated Quotations via WhatsApp

To finalize the automation, you will create a message template that will be sent to customers. In Pabbly Connect, specify the message template name you created in the WhatsApp Cloud API settings. This template should contain the relevant details of your service and a link to the quotation document.

Map the customer’s phone number from the captured data to the appropriate field in the message setup. After mapping, you can test the automation by sending a test message to ensure everything is functioning correctly. Once confirmed, this automation will operate seamlessly, sending quotations automatically upon form submissions.

Conclusion

In conclusion, using Pabbly Connect to automate sending quotations for security guard services via WhatsApp streamlines your workflow and enhances customer engagement. By following the steps outlined, you can set up an efficient system that saves time and improves communication with your clients.