Automate Sending Quotations on WhatsApp from Google Forms with Pabbly Connect

Learn how to automate sending quotations via WhatsApp from Google Forms submissions using Pabbly Connect. Step-by-step guide included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms Integration

To automate sending quotations via WhatsApp, first, access Pabbly Connect by navigating to Pabbly.com/connect. Create an account if you don’t have one yet. Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation.

Next, name your workflow, for instance, ‘Send Quotations on WhatsApp Automation’. This will help you identify the workflow later. After naming your workflow, click on the ‘Create’ button to proceed. This action will take you to the workflow page where you can set up triggers and actions.

2. Setting Up Google Forms as the Trigger in Pabbly Connect

In this step, you will select Google Forms as the trigger application in Pabbly Connect. Choose ‘Google Forms’ from the app selection and set the trigger event to ‘New Response Received’. This ensures that every time a form is submitted, it will trigger the workflow.

• Select Google Forms as the app.
• Choose ‘New Response Received’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After setting up the trigger, you will be instructed to connect your Google Forms. Make sure to log out of any other Google accounts to avoid conflicts. Once connected, return to Pabbly Connect to capture the response data from the form submissions.

3. Configuring Google Sheets for Data Capture

After setting up the Google Forms trigger, the next step is to configure Google Sheets to capture the responses. Open the Google Sheet linked to your Google Form. Go to ‘Extensions’, then ‘Add-ons’, and select ‘Get add-ons’ to find and install the Pabbly Connect Webhooks add-on.

Once installed, refresh your spreadsheet. Navigate to ‘Extensions’ again, find Pabbly Connect Webhooks, and select ‘Initial Setup’. Paste the webhook URL you copied earlier and specify the trigger column, which is the last column where data will be entered. This setup will ensure that every time a form is submitted, the data is sent to Pabbly Connect.

4. Creating a Quotation Template in Google Docs

With the data flowing into Pabbly Connect, the next step is to create a quotation template in Google Docs. Open Google Docs and design a template that includes variable placeholders for customer details such as name, email, and service quantities. These placeholders will be replaced with actual data during automation.

After setting up your template, return to Pabbly Connect. You will need to set up an action step to create a document from this template. Select Google Docs as the action app and choose the ‘Create Document from Template’ event. Connect your Google account and select the template you created earlier.

5. Sending the Quotation on WhatsApp

The final step involves sending the generated quotation to the customer’s WhatsApp. To do this, add another action step in Pabbly Connect and select WhatsApp Cloud API. Choose the action event ‘Send Template Message’. You will need to connect your WhatsApp account by providing the necessary credentials, including your token and phone number ID.

In this step, map the necessary fields such as the recipient’s phone number and the document link of the created quotation. This will ensure that once a form is submitted, the customer receives their quotation directly on WhatsApp without any manual intervention.

Conclusion

By following this tutorial, you can easily automate the process of sending quotations on WhatsApp from Google Forms submissions using Pabbly Connect. This integration not only saves time but also enhances customer engagement by providing instant responses.