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Send Special Offer Messages to Website Leads Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin sending special offer messages to website leads automatically, you need to access Pabbly Connect. This platform serves as the central hub for integrating various applications.

First, log in to your Pabbly account. Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow to automate your messaging process.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the “Create Workflow” button and select “Create from Scratch”. Name your workflow something like “Send Special Offer Messages to Website Leads Automatically”.

Click on “Create” after selecting the folder.
Choose the appropriate folder, such as “Form Automation”.

Your workflow is now set up, and you will see two boxes for the trigger and action. The trigger is the event that starts the automation, and you will set this up next.

3. Setting Up the Webhook Trigger

The next step involves configuring the trigger in Pabbly Connect. For this workflow, select “Webhook” as the trigger application. Then, choose the event “Catch Webhook” and click on “Connect”.

Pabbly Connect will provide you with a unique Webhook URL. This URL acts as a bridge to connect your website form to Pabbly Connect. Copy this URL and insert it into your website form code.

Access your website form code in a code editor.
Replace the existing Webhook URL with the new one from Pabbly Connect.

Once you have updated the code, save the changes. This setup allows Pabbly Connect to capture lead information whenever a new form is submitted.

4. Testing the Webhook Connection

After setting up the Webhook, it’s crucial to test the connection in Pabbly Connect. To do this, submit a test form with dummy data such as “latest lead” for the name and “[email protected]” for the email.

Once the form is submitted, return to your Pabbly Connect workflow. You should see a message indicating that the webhook has caught the response. This confirms that the connection is working correctly.

Now, every time a new form is submitted, Pabbly Connect will capture the lead details, enabling you to send automated messages to your leads.

5. Sending Messages via Pabbly Chat Flow

Now that the webhook is set up and tested, the next step in Pabbly Connect is to send a WhatsApp message using Pabbly Chat Flow. Select “Pabbly Chat Flow” as your action application and choose the event “Send Text Message”.

Connect to your Pabbly Chat Flow account by entering your API token. You can find this in the Pabbly Chat Flow settings under API & Webhook. Once connected, you will need to input the necessary details for the message.

Enter the phone number of the lead, formatted correctly without the ‘+’ sign.
Compose your message, including a personalized greeting and the special offer.

After entering these details, click on “Save” and send a test message. You should see the message arrive in your WhatsApp, confirming that the integration works seamlessly.

Conclusion

Using Pabbly Connect, you can automate sending special offer messages to leads from your website effortlessly. This integration not only saves time but also enhances customer engagement.