How to Connect WhatsApp and Microsoft Excel to Collect Form Responses Using Pabbly Connect

Learn how to seamlessly integrate WhatsApp and Microsoft Excel to collect form responses using Pabbly Connect. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To start the integration process, you first need to set up Pabbly Connect. Visit the Pabbly Connect website and create a free account. This automation tool allows you to connect various applications like WhatsApp and Microsoft Excel easily.

Once your account is created, log in to the Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Collect Form Responses into Excel’. This will help you identify the workflow later.

2. Choosing the Trigger Application: JotForm

In the workflow setup, the next step is to choose the trigger application. Here, we will select JotForm as our form-building application. This is where the form submissions will originate from.

• Search for ‘JotForm’ in the trigger app section.
• Select the trigger event as ‘New Response Captured’.
• Copy the provided webhook URL for integration.

After configuring the trigger, you need to integrate this webhook URL into your JotForm settings. Go to your JotForm dashboard, navigate to the form settings, and paste the webhook URL into the integration settings. This connects your form to Pabbly Connect, allowing it to capture responses automatically.

3. Mapping Data to Microsoft Excel

Once the form is integrated, the next step is to send the captured data to Microsoft Excel. In the action step of your Pabbly Connect workflow, search for Microsoft Excel and select it as the action application.

Choose the action event as ‘Add Row to Worksheet’ and then connect your Microsoft Excel account. You will need to authorize Pabbly Connect to access your Excel files. After successful authorization, select the specific workbook and worksheet where you want the data to be added.

• Map the fields from the JotForm submission to the corresponding columns in Excel.
• Ensure all necessary fields like name, email, and WhatsApp number are included.

After mapping the data, test the connection by sending a sample response. If configured correctly, the data will populate in your specified Excel sheet automatically.

4. Sending Notifications on WhatsApp

To send notifications about form submissions to WhatsApp, add another action step in your Pabbly Connect workflow. Select the WhatsApp Cloud API as your next action application.

Choose the action event as ‘Send Template Message’. Before proceeding, ensure you have set up your WhatsApp Cloud API and obtained the necessary credentials like the permanent access token and phone number ID. This is crucial for sending messages through WhatsApp.

Input your access token, phone number ID, and business account ID in the connection settings. Select the message template you created for notifications.

Map the relevant data from the JotForm submission to the message template fields, ensuring that the recipient’s WhatsApp number is formatted correctly. Test the setup by sending a sample message to confirm it works as intended.

5. Finalizing the Integration and Testing

After configuring both the Microsoft Excel and WhatsApp integrations, review your Pabbly Connect workflow for any errors. Ensure that all fields are mapped correctly and that the connections are established.

Perform a final test by submitting a new response through your JotForm. Check both your Microsoft Excel sheet for the new row and your WhatsApp for the notification message. If everything is set up correctly, you should see the data in Excel and receive a WhatsApp message confirming the submission.

This automation will now run in the background, allowing you to collect form responses in Excel and receive notifications on WhatsApp without any manual intervention. Enjoy the efficiency of using Pabbly Connect for your integrations!

Conclusion

Integrating WhatsApp and Microsoft Excel to collect form responses is seamless with Pabbly Connect. This tutorial provides a clear step-by-step guide to automate your workflows effectively. Start using this integration for efficient data management today!