How to Take Orders for Business Online & Send Order Details on WhatsApp Using Pabbly Connect

Learn how to automate order confirmations and notifications using Pabbly Connect, Google Forms, and WhatsApp. Streamline your custom t-shirt business today! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Order Management

In this tutorial, we will learn how to use Pabbly Connect to automate order confirmations for your custom t-shirt business. By integrating Google Forms with WhatsApp through Pabbly Connect, you can streamline the order process and enhance customer communication.

Using Pabbly Connect, you can ensure that every time a customer fills out your Google Form, they will receive an instant confirmation on WhatsApp, while you, as the admin, will also be notified with the order details. This automation saves time and reduces manual errors.

2. Setting Up Google Forms for Order Collection

First, create a Google Form to collect order details from your customers. This form should include fields for customer name, email, phone number, address, t-shirt color, size, quantity, and any custom text. Once the form is ready, you can start collecting responses.

• Create a Google Form with necessary fields.
• Ensure the last question is marked as required for the trigger.
• Link the form to a Google Sheet to capture responses.

Once your Google Form is set up, you can proceed to integrate it with Pabbly Connect, allowing responses to be automatically sent to WhatsApp.

3. Connecting Google Forms to Pabbly Connect

To connect Google Forms with Pabbly Connect, you need to set up a webhook. Start by signing into your Pabbly Connect account and creating a new workflow. Name it appropriately, such as ‘Send and Receive T-Shirt Order Details on WhatsApp’.

In the trigger section, select Google Forms and the event ‘New Response in Spreadsheet’. Follow the instructions to set up the webhook, which will allow Pabbly Connect to capture data from the Google Sheet every time a form is submitted.

4. Sending Order Confirmation via WhatsApp

After capturing the data through Pabbly Connect, the next step is to send an order confirmation message to the customer via WhatsApp. For this, you will need to integrate a WhatsApp messaging service like Wati.

Select Wati in the action step of your Pabbly Connect workflow and choose the action event ‘Send Template Message’. You will need to configure the template message that will be sent to customers, including dynamic fields for personalization.

• Select the WhatsApp number and template to use.
• Map the customer details from the Google Form response to the template.
• Test the integration to ensure messages are sent correctly.

Once configured, Pabbly Connect will automatically send the order confirmation message to the customer whenever a new order is placed.

5. Admin Notification for New Orders

In addition to notifying customers, it is crucial to inform the admin about new orders. You can achieve this by cloning the previous action step in Pabbly Connect and modifying it for the admin’s WhatsApp number.

Change the template to one that includes order details for the admin. This ensures that the admin receives all necessary information about the new order, including customer details and product specifications.

After setting up the admin notification, you can finalize the workflow, ensuring that both the customer and admin are kept informed about the order status.

Conclusion

By using Pabbly Connect, you can efficiently manage orders for your custom t-shirt business, automating the process of sending order confirmations to customers and notifications to admins. This integration not only saves time but also enhances customer satisfaction by providing instant communication.