Automate WhatsApp Leads to Google Sheets with Pabbly

Learn how to automate WhatsApp leads to Google Sheets using Pabbly Connect. This detailed tutorial covers every step of the integration process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate WhatsApp leads to Google Sheets, start by accessing Pabbly Connect. Open your browser and navigate to pabby.com/connect. If you are a new user, click on the ‘Sign Up Free’ button to create your account. Existing users should click on ‘Sign In’ to access their dashboard.

Once logged in, locate the Pabbly Connect application among the listed options and click on ‘Access Now’. This will direct you to the dashboard where you can begin creating your automation workflow.

2. Creating Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘+ Create Workflow’ button. You will be prompted to choose a workflow builder. Select the modern beta version for a more flexible experience. Name your workflow something meaningful, such as ‘Add Leads to Google Sheets from WhatsApp Chatbot Submission’.

• Click on the ‘+ Create Workflow’ button.
• Select the modern beta version of the workflow builder.
• Name your workflow appropriately.

After naming your workflow, click on the ‘Create’ button. This takes you to the trigger setup page where you will define what event starts the workflow.

3. Setting Up the Trigger in Pabbly Connect

For the trigger, select ‘Webhook by Pabbly’ and choose the ‘Catch Webhook’ event. Click on ‘Connect’ to generate a webhook URL. Copy this URL as it will be used in your WhatsApp chatbot.

Next, navigate to your Pabbly Chatflow account where your WhatsApp chatbot is set up. Insert the copied webhook URL into the API request section of your chatbot. This setup ensures that whenever a user interacts with your chatbot, their details will be sent to Pabbly Connect.

4. Connecting Google Sheets to Pabbly Connect

After setting up the trigger, it’s time to add an action step. Click the ‘+’ button and select ‘Google Sheets’. Choose the ‘Add New Row’ event and click ‘Connect’. If this is your first time connecting, select ‘Add New Connection’ and authenticate your Google account.

• Select ‘Google Sheets’ as the action application.
• Choose ‘Add New Row’ as the action event.
• Authenticate your Google account to allow access.

Once connected, select the spreadsheet and specific sheet where you want the data to be stored. Ensure that all columns are detected correctly by Pabbly Connect.

5. Mapping Data to Google Sheets via Pabbly Connect

In this step, you will map the data collected from your WhatsApp chatbot to the corresponding fields in Google Sheets. Click on the mapping fields to select the data from the previous step, ensuring each piece of information aligns with the correct column.

After mapping all required fields, click on the ‘Save and Send Test Request’ button. This will send a test entry to your Google Sheets to confirm that the integration is working properly. You should see a new row added with the details you provided in the chatbot.

This entire process showcases how Pabbly Connect seamlessly integrates WhatsApp leads into Google Sheets, automating your workflow effectively.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp leads to Google Sheets using Pabbly Connect. By following these steps, you can streamline your data collection process and enhance your business automation.