How to Share a Google Survey Form on WhatsApp Automatically Using Pabbly Connect

Learn how to automatically share a Google Survey Form on WhatsApp using Pabbly Connect. Step-by-step guide to set up your automation. 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 Automation

To share a Google Survey Form on WhatsApp automatically, the first step involves setting up Pabbly Connect. This integration tool allows you to automate workflows without any coding skills. Begin by visiting the Pabbly Connect website and signing up for a free account. Once registered, log in to access your dashboard.

From the dashboard, click on the ‘Create Workflow’ button to initiate a new automation. You will need to name your workflow; for this tutorial, let’s call it ‘Send Survey Forms on WhatsApp’. After naming, click on the ‘Create’ button to proceed to the workflow setup page.

2. Connecting Google Sheets with Pabbly Connect

The next step is to connect Google Sheets as the trigger application in your Pabbly Connect workflow. This means that whenever you add customer data to your Google Sheet, it will trigger the automation. Search for ‘Google Sheets’ in the trigger application section and select it.

• Choose the trigger event as ‘New or Updated Spreadsheet Row’.
• A webhook URL will be generated, which you will use in your Google Sheet.
• Follow the instructions to connect your Google Sheet with this webhook.

Make sure to open your Google Sheet in incognito mode if you’re using multiple Google accounts. Install the Pabbly Connect Webhooks add-on from the Google Workspace Marketplace. After installation, refresh your Google Sheet and navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the generated webhook URL in the appropriate field and specify the trigger column where the phone numbers will be entered.

3. Testing the Google Sheets Connection

After setting up the connection between Google Sheets and Pabbly Connect, it’s crucial to test this integration. Click the ‘Send Test’ button in the Initial Setup section. This action will send the first row of data in your Google Sheet to Pabbly Connect for verification.

Once you have tested the connection, you should see the data reflected in your Pabbly Connect workflow. Confirm that the information matches what is in your Google Sheet. After verifying the test data, click on ‘Submit’ to finalize the initial setup.

4. Connecting to WhatsApp Cloud API

To send messages via WhatsApp, you need to connect to the WhatsApp Cloud API. In your Pabbly Connect workflow, search for ‘WhatsApp Cloud API’ as the action application. Select the action event as ‘Send Template Message’ and proceed to connect.

• If this is your first time, select ‘Add New Connection’ and enter your permanent access token, phone number ID, and business account ID.
• You can find these details in your WhatsApp Cloud API setup under Meta for Developers.
• Once connected, choose the template you created for your survey message.

Make sure to create a message template in WhatsApp Cloud API beforehand. This template will include placeholders for the customer’s name and the survey link. Select this template in your Pabbly Connect workflow to proceed.

5. Finalizing the Workflow to Send Messages

The final step involves mapping the recipient’s phone number and the variables in the message template. In your Pabbly Connect setup, map the phone number from the test data received from Google Sheets to the recipient field.

Next, map the body fields in the template to customize the message. For instance, include the customer’s name and the link to the Google Survey Form. Once everything is mapped correctly, click on ‘Save and Send Test Request’ to send a test message to verify the setup.

If the test is successful, your workflow is ready! Each time you add a new customer’s data in Google Sheets, a WhatsApp message containing the survey link will be sent automatically. You only need to set this up once, and Pabbly Connect will handle the rest.

Conclusion

Using Pabbly Connect, you can easily automate the process of sharing a Google Survey Form on WhatsApp. This integration saves time and ensures that your customers receive important feedback requests automatically. Set up your automation today and enhance your customer engagement!