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Send WhatsApp Messages to New Leads Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, first access Pabbly Connect by visiting pabbly.com/connect. If you are a new user, click on the ‘Sign Up for Free’ button in the top right corner.

Once registered, you will receive 100 free tasks each month, allowing you to send up to 100 WhatsApp messages without any cost. This trial is a great way to explore the functionalities of Pabbly Connect before opting for a subscription.

2. Setting Up Your Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow builder. Here, you will establish the trigger and action for your automation process. Click on the ‘Add Trigger’ button to get started.

Select the trigger application (Just Dial) to collect lead details.
Choose the event as ‘New Leads’ and click on ‘Connect’.
Copy the Weber URL provided for integration with Just Dial.

Next, you need to configure this Weber URL in your Just Dial account. Contact your account manager to add this URL in the backend, as the user interface does not support this action.

3. Capturing Lead Details Through Pabbly Connect

Once the Weber URL is set up, you can capture lead details directly in Pabbly Connect. After receiving the lead information, you will proceed to send an automated WhatsApp message.

To send the message, click on ‘Add New Action Step’. Here’s how to proceed:

Select WhatsApp Cloud API as the action application.
Choose the event as ‘Send Text Message’ and click on ‘Connect’.
If you have an existing connection, select it; otherwise, create a new connection using your API key.

After establishing the connection, you will be prompted to enter the recipient’s WhatsApp mobile number. Instead of entering it manually, use the mapping feature to dynamically insert the lead’s number.

4. Sending Automated WhatsApp Messages

Now that you have mapped the recipient’s number, it’s time to craft your WhatsApp message. Use the mapping feature to personalize the message with the lead’s name.

Here’s how to finalize the message:

Copy the message template from your previous workflow.
Insert the lead’s name dynamically by mapping it into the message.
Click on ‘Save and Send Test Request’ to send the message.

Upon successful execution, you will receive a confirmation that the message was sent. You can verify this by checking your WhatsApp for the new message.

5. Conclusion: Automate Your Communication with Pabbly Connect

With Pabbly Connect, automating WhatsApp messages for new leads is straightforward. By following the steps outlined above, you can ensure timely communication without manual effort.

This integration not only saves time but also enhances your response rate, allowing you to focus on other important tasks. Explore the capabilities of Pabbly Connect today and streamline your lead management process.