Automate Client Feedback Forms on WhatsApp with Pabbly Connect

Learn how to automate sending feedback forms to clients on WhatsApp using Pabbly Connect when projects are completed. Step-by-step guide included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating feedback forms via WhatsApp, the first step is to access Pabbly Connect. Visit the Pabbly Connect dashboard by going to Pabbly.com/connect. Sign up for a free account if you haven’t already, which provides 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send Feedback Forms on WhatsApp’. After naming, click the ‘Create’ button to proceed to the workflow page where you can set up your automation.

2. Creating the Workflow Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow in Pabbly Connect. Select the ‘Scheduler’ feature to determine when the workflow should run. You can choose to run the workflow daily, weekly, or on specific dates.

• Select ‘Dates of the Month’ to run the workflow on specific days.
• Set the date to the 15th of each month.
• Specify the time, for example, 9 AM in your time zone.

After setting these parameters, save the step to ensure your workflow is correctly scheduled to check for completed projects every month.

3. Connecting Google Sheets to Pabbly Connect

Now, it’s time to connect Google Sheets to your Pabbly Connect workflow. Add a new action step and select Google Sheets. Choose the ‘Get Rows’ action event to retrieve project data from your spreadsheet.

Connect your Google account and select the spreadsheet that contains your project details. You will need to specify the range of data you want to retrieve. For example, if your data starts from A2 to E21, input this range. If you want the range to be dynamic, simply input A2:E to encompass all entries.

4. Iterating Through Project Data in Pabbly Connect

After fetching the project data, the next step in Pabbly Connect is to iterate through each row of data to check the project status. Use the ‘Iterator’ feature to process each row one by one. This ensures that your workflow checks each project status individually.

Set the Iterator to select the array of results from the previous step. This allows the automation to run through each project and determine if the status is marked as completed. If the condition is met, the workflow will proceed to send the feedback form.

5. Sending Feedback Forms via WhatsApp Cloud API

The final step is to send the feedback form to clients using the WhatsApp Cloud API through Pabbly Connect. Add another action step and select WhatsApp Cloud API. Choose the ‘Send Template Message’ action event.

• Connect your WhatsApp Cloud API account by providing the necessary token and account ID.
• Select the message template you previously created for sending feedback requests.
• Map the recipient’s WhatsApp number and any dynamic fields such as client name and feedback form link.

After configuring the message, send a test request to ensure everything works smoothly. You should see the feedback message delivered to the client’s WhatsApp, confirming that your automation setup is complete.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending feedback forms to clients via WhatsApp when projects are completed. This integration not only saves time but also enhances client communication, ensuring you receive valuable feedback seamlessly.