Integrate Google Forms with WhatsApp Cloud API Using Pabbly Connect

Learn how to take orders via Google Forms and send details on WhatsApp using Pabbly Connect and WhatsApp Cloud API in this detailed guide. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Order Management

To begin automating your order management, you need to access Pabbly Connect. This platform serves as the central integration tool that connects Google Forms with WhatsApp Cloud API. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Sign up for a free account, which provides you with 100 free automation tasks every month.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Send Order Details on WhatsApp’. This will set the stage for automating notifications whenever an order is placed through your online form.

2. Integrating Google Forms with Pabbly Connect

In this step, you will set Google Forms as the trigger application in Pabbly Connect. Select Google Forms from the ‘Choose App’ dropdown and choose the trigger event as ‘New Response Received’. This event will activate whenever a customer submits the form.

• Select Google Forms as the app.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for integration.

Next, open your Google Form and navigate to the ‘Extensions’ menu. From there, click on ‘Add-ons’ and search for Pabbly Connect Webhooks to install it. After installation, refresh your spreadsheet to ensure the add-on is active. In the add-on, click on ‘Initial Setup’ and paste the webhook URL into the designated field. Set the trigger column to the final data entry column in your form.

3. Setting Up WhatsApp Cloud API in Pabbly Connect

After configuring Google Forms, the next step involves integrating the WhatsApp Cloud API into your workflow using Pabbly Connect. Choose WhatsApp Cloud API from the ‘Choose App’ dropdown and select ‘Send Template Message’ as the action event. This action will send a notification message to both the customer and the store owner.

When connecting to WhatsApp Cloud API for the first time, you will need to create a new connection by providing your permanent access token, phone number ID, and business account ID. These elements are crucial for establishing a secure connection and can be found in your WhatsApp Cloud API settings.

4. Mapping Data and Testing the Integration

Once the WhatsApp Cloud API is connected, it’s time to map the data from the Google Form responses to the WhatsApp message template. For this, select the message template you have created. This template should be structured to include variables for customer name, order details, and address. using Pabbly Connect

• Map the recipient’s WhatsApp number to the corresponding field.
• Fill in the body fields with mapped data from the Google Form.
• Test the integration by sending a test message to ensure everything is working correctly.

After mapping the fields, click ‘Save and Send Test Request’ to verify that the message is sent successfully. This step is crucial to ensure that your automation is functioning as intended before going live.

5. Finalizing the Workflow and Sending Notifications

In this final step, you will finalize your workflow by adding any additional actions needed. For instance, you can clone the WhatsApp message step to send notifications to the store owner as well. Ensure that you change the template and map the relevant data for the store owner’s notification. using Pabbly Connect

Once everything is set, your workflow will automatically send WhatsApp messages to both the customer and the store owner whenever an order is placed through the Google Form. This automation significantly streamlines order management and enhances customer communication.

Conclusion

By integrating Google Forms with WhatsApp Cloud API using Pabbly Connect, you can automate your order notifications efficiently. This setup not only saves time but also improves customer service by providing instant updates on orders.