Zapier is a powerful platform that allows users to automate repetitive tasks by connecting different apps and services without the need for coding. With over 7,000 pre-built app integrations, Zapier offers extensive possibilities for automation.
In this article, we will explore two methods to integrate WABB (a WhatsApp Business Bot platform) with Zapier:
Sending data from WABB to Zapier using a Dynamic Integration Block.
Sending data from Zapier to WABB to trigger a WhatsApp message.
1. Sending Data from WABB to Zapier Using a Dynamic Integration Block
This method enables WABB to send data to Zapier, which can then interact with other applications.
Step 1: Create a Workflow in WABB
Design Your Flow: Open WABB and create your chatbot flow.
Collect User Data: Gather necessary information from users and store it in user fields (e.g., name, email).
Add Integration Block: Drag an Integration Block into your flow from the bottom right “+” icon.
Configure Zapier Integration: Click on the Integration Block, select “Add Zapier Integration,” and create a new event. This completes the setup on the WABB side.
Create the event name: Make an event name that will show up directly in Zapier, so you don’t have to send the data manually. That’s all you need to do in WABB.
Step 2: Create a Zap in Zapier
Log In to Zapier: Access your Zapier account and create a new Zap.
Set Up Trigger: Click on Trigger block, search for and select WABB.
Choose Trigger Event: Select “Zapier Block Activated” as the trigger event. This will capture data whenever the Dynamic Integration Block is activated in WABB.
Connect WABB Account: Click on "Sign in to WABB" to connect your WABB account.
Obtain API Key:
In WABB, navigate to Settings → Integrations.
Copy the API key from the Zapier section.
Allow Messaging to New Contacts:
In WABB, check the box that says “Send messages to people outside your audience list?” if you intend to message new contacts.
Configure Trigger: After connecting, configure the trigger to ensure Zapier correctly receives data from WABB.
Test the trigger: Finally, click on test the trigger and you’re all done on the trigger block!
Step 3: Define the Action in Zapier
Choose Action App: Select the application where you want to send the data (e.g., Google Sheets, Shopify, CRM systems like Zoho, Odoo, Salesforce, etc.)
2. Configure Action: Define the specific action to perform, such as creating a new row in a spreadsheet or adding a new lead in a CRM.
3. Map Data Fields: Map the data fields from WABB to the corresponding fields in the chosen application.
4. Test and Publish Zap: Test the Zap to ensure it works as intended, then finally publish it.
2. Sending Data from Zapier to WABB to Trigger a WhatsApp Message
This method allows external applications to send data to WABB via Zapier, triggering WhatsApp messages.
Step 1: Create a Zap in Zapier
Log In to Zapier: Access your Zapier account and create a new Zap.
Set Up Trigger: Choose the application and event that will trigger the Zap (e.g., a new row in Google Sheets, a new order in Shopify).
Configure Trigger: Connect the chosen application to Zapier and define the trigger event.
Test Trigger: Ensure Zapier correctly detects the trigger event.
Step 2: Define the Action in Zapier
Choose WABB as Action App: Select WABB as the action application.
Select Action Event: Choose the action to perform in WABB, such as:
Adding/Removing a subscriber from a sequence.
Adding/Removing a tag from a subscriber.
Opening/Closing a conversation in WABB's Live Chat.
Sending a flow.
Sending a message.
Updating custom fields.
Connect WABB Account: If not already connected, sign in to your WABB account using the API key as described earlier.
Configure Action: Set up the action by selecting the appropriate options (e.g., choosing the specific flow to send).
Test and Activate Zap: Test the Zap to ensure it works as intended, then activate it.
Example Use Cases
Automatically send data from WABB to create leads in CRM systems like Zoho, Odoo, HubSpot, or Salesforce.
Update Google Sheets or any system with information collected from WABB.
Schedule appointments or check-ins in your booking management system.
Send order, appoitment, check-in updates on whatsapp
Integrating WABB with Zapier enhances automation capabilities, allowing seamless data transfer between WABB and over 7,000 applications. This integration streamlines workflows, reduces manual tasks, and improves efficiency in managing customer interactions and data processing.