How to Send Product Catalog Automatically via WhatsApp for Google Forms Leads Using Pabbly Connect

Learn how to automate sending product catalogs via WhatsApp for Google Forms leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automation

Pabbly Connect is a powerful automation tool that allows users to integrate various applications seamlessly. In this tutorial, we will explore how to send product catalogs automatically via WhatsApp when a new lead fills out a Google Form. By using Pabbly Connect, you can eliminate manual tasks and streamline your workflow.

To begin, access Pabbly Connect by visiting its website. Once there, you can either sign up for a new account or log in if you already have one. After logging in, you can create a new workflow that will connect Google Forms and WhatsApp, enabling automated responses to your leads.

2. Creating a Google Form to Capture Leads

To start the automation process, you need to create a Google Form that will collect lead information. This form should include fields for the lead’s full name, phone number, and email address. By integrating this form with Pabbly Connect, you can ensure that every submission triggers an automatic response.

• Create a new Google Form with necessary fields.
• Include fields for full name, phone number, and email address.
• Once completed, save the form and note its link for testing.

After setting up the Google Form, you can proceed to connect it with Pabbly Connect. This connection will allow you to capture the responses automatically and send them to WhatsApp.

3. Connecting Google Forms to Pabbly Connect

With your Google Form ready, the next step is to connect it to Pabbly Connect. This involves setting up a trigger that will activate whenever a new form submission occurs. In Pabbly Connect, select Google Forms as your trigger application and choose the event ‘New Response Received’.

After selecting the trigger, you will receive a unique webhook URL from Pabbly Connect. This URL needs to be integrated into your Google Form. To do this, go to your form responses section and link it to a Google Sheet. This will allow the data to be collected in a structured manner.

• Select Google Forms as the trigger application in Pabbly Connect.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL and link it to your Google Form.

Once you have linked the Google Form to Pabbly Connect, any new submissions will automatically trigger the workflow you are creating.

4. Setting Up WhatsApp Integration Using Pabbly Connect

Now that your Google Form is connected to Pabbly Connect, the next step is to set up WhatsApp integration. You will add an action step to your workflow that sends a message via WhatsApp whenever a new lead is captured. For this, select WhatsApp Cloud API as your action application and choose the ‘Send Template Message’ event.

During this setup, you will need to provide your WhatsApp Cloud API credentials, including your token and phone number ID. These credentials are essential to authenticate your WhatsApp messages sent through Pabbly Connect. Make sure to follow the instructions carefully to ensure a successful connection.

Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Enter your WhatsApp API credentials for authentication.

Once the WhatsApp integration is complete, you can customize the message template that will be sent to the leads, ensuring a personalized experience for each new contact.

5. Testing the Integration and Finalizing the Workflow

With both Google Forms and WhatsApp integrated through Pabbly Connect, it’s time to test the entire workflow. Submit a test entry through your Google Form to verify that the automation works as intended. Upon submission, you should receive a WhatsApp message containing the product catalog.

Check your WhatsApp to confirm that the message has been received successfully. This step is crucial to ensure that all connections are properly configured and that the automation is functioning seamlessly. If you encounter any issues, revisit the previous steps to troubleshoot your setup within Pabbly Connect.

Once everything is confirmed to be working, you can finalize your workflow and start capturing leads automatically. This integration saves time and enhances customer engagement by promptly delivering product catalogs to interested leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending product catalogs via WhatsApp for Google Forms leads. By following the detailed steps, you can streamline your lead management and enhance customer interaction effortlessly. Start using Pabbly Connect today to transform your workflow!