Learn how to automate the process of turning WhatsApp chats into Airtable records using Pabbly Connect for seamless lead tracking. 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. Accessing Pabbly Connect for Automation

To start automating WhatsApp chats into Airtable records, first, access Pabbly Connect. Navigate to the Pabbly Connect website and either sign in or create a free account. This platform is essential for integrating WhatsApp with Airtable, ensuring seamless automation of your lead tracking process.

Once logged in, you will see the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ button to begin setting up your automation. This is where you will define how WhatsApp messages trigger the creation of records in Airtable.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, after clicking ‘Create Workflow’, you will be prompted to name your workflow. A meaningful name like ‘Record WhatsApp Leads in Airtable’ helps keep your automation organized. Select a folder for this workflow to maintain clarity in your dashboard.

  • Click on the ‘Create’ button to proceed.
  • Choose the trigger application as WhatsApp Cloud API.
  • Select the event as ‘Message Notification’.

After selecting the trigger, you will receive a webhook URL. This URL is crucial as it connects WhatsApp to Pabbly Connect. Copy this URL for later use in your WhatsApp Cloud API settings.

3. Connecting WhatsApp Cloud API to Pabbly Connect

To integrate WhatsApp with Pabbly Connect, you need to set up your WhatsApp Cloud API. First, navigate to the Meta for Developers page and create an application. Follow the prompts to set up your WhatsApp account.

  • Enter the webhook URL you copied from Pabbly Connect.
  • Paste the verify token from your Pabbly Connect account.
  • Enable message notifications to receive updates.

After configuring these settings, send a test message from your WhatsApp account to verify that the integration is working. Check Pabbly Connect to see if the message data appears correctly, confirming that your WhatsApp is now connected.

4. Setting Up Airtable Integration in Pabbly Connect

Next, you will set up Airtable as your action application in Pabbly Connect. Choose Airtable and select the action event as ‘Create Record’. This step is crucial as it defines what happens when a new message is received on WhatsApp.

Connect your Airtable account to Pabbly Connect. Select the base where records will be stored, such as ‘WhatsApp Responses’. Map the fields such as profile name, phone number, and message.

Mapping these fields ensures that the correct data from WhatsApp is stored in Airtable. Once everything is mapped, click on the ‘Save and Send Test Request’ button to finalize your setup. This will create a new record in Airtable based on the WhatsApp message received.

5. Testing and Verifying the Integration

After setting up both applications in Pabbly Connect, it’s time to test the integration. Send a new message from your WhatsApp account and check Airtable to see if a new record appears. This step confirms that the automation is functioning correctly.

Refresh your Airtable base to view the newly created record. You should see the profile name, phone number, and message populated based on the WhatsApp chat. If everything appears as expected, your integration is successful!

With this setup, you’ve automated the process of turning WhatsApp chats into Airtable records, streamlining your lead management. This integration not only saves time but also enhances your productivity by allowing you to focus on other important tasks.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the conversion of WhatsApp chats into Airtable records. By following the steps outlined, you can efficiently manage leads and improve your workflow. Embrace automation with Pabbly Connect for better productivity!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.