Sync WhatsApp Cloud API Leads to Airtable with Pabbly Connect

Learn how to sync WhatsApp Cloud API leads to Airtable using Pabbly Connect with this step-by-step tutorial. Automate lead management efficiently! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Your Integration

To sync WhatsApp Cloud API leads to Airtable, the first step is to access Pabbly Connect. Open a new tab and enter Pabbly.com/connect. This will direct you to the Pabbly Connect landing page where you can sign up or log in.

If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users should click on the ‘Sign In’ button. Pabbly Connect provides new users with 100 free credits each month to explore its automation capabilities.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you’ll find yourself on the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to choose between two workflow builders: the new version and the classic version. Select the new version for a more modern experience.

• Click on ‘Create Workflow’.
• Choose the new version of the workflow builder.
• Name your workflow as ‘Sync WhatsApp Cloud API Leads to Airtable’.

After naming your workflow, you will be directed to the trigger setup window. Here, you will select WhatsApp Cloud API as your trigger application, specifically the ‘Message Notification’ event.

3. Connecting WhatsApp Cloud API to Pabbly Connect

To connect WhatsApp Cloud API with Pabbly Connect, click on the ‘Connect’ button. This will generate a webhook URL that you need to copy. Then, follow the instructions provided in the WhatsApp Cloud API section of Pabbly Connect.

• Go to developers.facebook.com and create an application.
• Select your application and navigate to the WhatsApp configuration.
• Paste the webhook URL into the callback URL box and enter the verify token.

After setting up the callback URL, subscribe to the messages by clicking the appropriate button. Send a test message to ensure that Pabbly Connect captures the response successfully.

4. Setting Up Airtable Integration in Pabbly Connect

After successfully connecting WhatsApp Cloud API, it’s time to set up Airtable in Pabbly Connect. Click on the plus button to add an action step and search for Airtable. Select ‘Create Record’ as your action event.

Click on the ‘Connect’ button to establish a connection with Airtable. If this is your first time connecting, choose the ‘Add New Connection’ option. Log into your Airtable account when prompted, allowing Pabbly Connect to access your bases.

Select the base where you want to store your leads. Map the fields such as Profile Name, Phone Number, and Message from the WhatsApp trigger. Click on ‘Save and Send Test Request’ to create a new record in Airtable.

After refreshing your Airtable base, you will see the newly created record reflecting the WhatsApp lead details.

5. Conclusion: Automate Your Lead Management with Pabbly Connect

By following these steps, you can successfully sync WhatsApp Cloud API leads to Airtable using Pabbly Connect. This integration automates lead management, ensuring that every new message received on WhatsApp is captured as a record in Airtable.

With Pabbly Connect, you can streamline your workflow and enhance your business operations. Explore more automation possibilities with Pabbly Connect to save time and increase efficiency!