Learn how to automatically send WhatsApp thank-you messages for Google Forms leads using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start sending WhatsApp thank-you messages automatically for Google Forms leads, you first need to access Pabbly Connect. Simply go to the Pabbly website and sign in to your account. If you are a new user, you can sign up for a free account which offers 100 tasks monthly.
Once logged in, navigate to the Pabbly Connect dashboard. This is where you can manage your workflows. Click on ‘Create Workflow’ to begin setting up the automation process between Google Forms and WhatsApp.
2. Creating a Workflow in Pabbly Connect
In this step, we will create a new workflow to automate the sending of WhatsApp messages. After clicking ‘Create Workflow’, select the new beta workflow builder and name it ‘Send WhatsApp Thank You Messages Automatically for Google Forms Leads’.
- Click on the ‘Create’ button to set up the workflow.
- Choose Google Forms as the trigger application.
- Select ‘New Response Received’ as the trigger event.
After setting the trigger, you will receive a webhook URL from Pabbly Connect. This URL will act as a bridge between Google Forms and Pabbly Connect, enabling the automation to work seamlessly.
3. Connecting Google Forms to Pabbly Connect
To connect Google Forms to Pabbly Connect, you need to set up a spreadsheet that will record the responses. Go to your Google Form, click on the ‘Responses’ tab, and select the option to link it to a new spreadsheet.
Once the spreadsheet is created, make sure the last column is set as the trigger column. This column will send data to Pabbly Connect whenever a new response is submitted.
- Open the Google Sheets linked to your form.
- Go to Extensions > Add-ons > Get add-ons, and search for Pabbly Connect Webhooks.
- Install the add-on and refresh the spreadsheet.
After refreshing, navigate to the add-on and enter the webhook URL from Pabbly Connect. Set the trigger column to the final data column, ensuring that all data will be sent to the workflow.
4. Setting Up the Action Application in Pabbly Connect
With the Google Forms connected, the next step is to set the action application. In this case, we will be using AI Sensei to send WhatsApp messages. In the action application settings, select AI Sensei and choose ‘Send Template Message’ as the action event. using Pabbly Connect
To establish this connection, you will need to enter your API key from your AI Sensei account. Once connected, you can set up the message template that will be sent via WhatsApp.
Navigate to your AI Sensei account to find the API key. Create a message template that includes custom variables for personalization. Map the fields from Google Forms to the corresponding fields in your message template.
This setup allows you to send personalized messages to users who fill out your Google Forms, enhancing customer engagement.
5. Testing Your Pabbly Connect Workflow
After setting up both the trigger and action, it’s time to test your workflow. Submit a test entry through your Google Form to ensure that the entire process is functioning correctly. Check your WhatsApp for the thank-you message.
If everything is set up correctly, you should receive a personalized WhatsApp message shortly after submitting the form. This confirms that your Pabbly Connect workflow is working as intended.
In case you face any issues, revisit each step and ensure that all connections and settings are correct. Testing is crucial to verify that the automation works flawlessly.
Conclusion
In this tutorial, we explored how to automate the sending of WhatsApp thank-you messages for Google Forms leads using Pabbly Connect. By following the steps outlined, you can enhance your customer communication and streamline your workflow efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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