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Turn Every Website Inquiry into a Sales Opportunity

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start your integration journey, access Pabbly Connect by visiting the official website. Click on the ‘Sign Up for Free’ button if you are a new user. Existing users can click on the ‘Sign In’ button to access their dashboard.

Once logged in, you will see the Pabbly Connect dashboard. Here, you can create workflows that connect various applications, including WhatsApp. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard, you can create a new workflow in Pabbly Connect. Enter a name for your workflow that reflects the integration you are setting up, such as “Pabbly to WhatsApp Integration.” This will help you identify it later.

Click on ‘Create Workflow’.
Select ‘Webhook’ as the trigger application.
Choose ‘Catch Hook’ as the trigger event.

Once you have set this up, you will receive a webhook URL. This URL is crucial as it will capture data from the application you are integrating, such as a form submission from Pabbly.

3. Connecting Pabbly with WhatsApp

Now that you have created a workflow, it’s time to connect Pabbly with WhatsApp using Pabbly Connect. To do this, you need to set up a connection with WhatsApp. Choose ‘WhatsApp’ as the action application in your workflow.

Next, select ‘Send Message’ as the action event. You will need to connect your WhatsApp account by providing the necessary API token. This token can be obtained from your WhatsApp account settings. Once you have the token, paste it into the appropriate field in Pabbly Connect.

4. Setting Up Form Integration with Pabbly Connect

To automate the process, you will need to set up a form that collects leads. You can use any form builder, but for this example, we will use Pabbly Form Builder. Create a form that captures essential information such as name, email, and contact number.

Once your form is ready, go back to Pabbly Connect and select your form as the trigger. This means that whenever a new lead fills out the form, it will trigger the WhatsApp message to be sent automatically.

Choose ‘Pabbly Form’ as the trigger application.
Select ‘New Submission’ as the trigger event.
Map the fields from the form to the WhatsApp message.

This mapping ensures that the correct information is sent to the recipient via WhatsApp.

5. Testing and Launching Your Workflow

Before finalizing your integration, it’s crucial to test your workflow in Pabbly Connect. Submit a test entry in your form to see if the WhatsApp message is sent correctly. Monitor the workflow to ensure that the data flows seamlessly from the form to the WhatsApp message.

If everything works as expected, you can launch your workflow. This means that every time a new lead fills out your form, they will receive an instant WhatsApp message, enhancing your sales opportunities.

Conclusion

In this tutorial, we explored how to integrate Pabbly with WhatsApp using Pabbly Connect. By following these steps, you can automate your lead responses and boost your sales opportunities effectively.