Automate Follow-Up and Feedback Collection for Sales Teams via WhatsApp with Pabbly Chatflow

Learn how to automate follow-up and feedback collection for sales teams via WhatsApp using Pabbly Chatflow and Pabbly Chatflow in this detailed tutorial. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Automation

To automate follow-up and feedback collection for sales teams via WhatsApp, first, you need to access Pabbly Chatflow. Start by visiting the official website at Pabbly.com/chartflow. Here, you can either sign up for a new account or log in if you are an existing user.

Once logged in, navigate to the dashboard where you can manage your WhatsApp numbers and create chatbots. Click on the ‘Access Now’ button under Pabbly Chatflow to enter the platform. This is the first step in setting up your automated feedback system.

2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create a WhatsApp chatbot. Click on the ‘Flows’ option to enter the flow builder page. Here, you can create a new flow by clicking the ‘+ Add Flow’ button. Name your flow as ‘Automate Follow-Up and Feedback Collection for Sales Teams’ to keep it organized.

In the flow builder, you will see options for messages and actions. You need to set a trigger event that will initiate the chatbot. Follow these steps:

• Select the trigger event as ‘Keyword’.
• Enter keywords such as ‘followup’, ‘sales inquiry’, and ‘product demo’.
• Add a text message that the bot will send in response, like ‘Hello, how can I assist you with your purchase decision?’

These steps will ensure that your chatbot responds automatically when users send any of the specified keywords to your WhatsApp business account.

3. Collecting User Feedback via Pabbly Chatflow

Once your chatbot is set up, you need to collect user feedback effectively. This involves creating a structured response flow. After the initial greeting message, you can add quick reply buttons like ‘Product Info’, ‘Schedule Demo’, and ‘Pricing’ for users to choose from. using Pabbly Connect

When a user selects ‘Product Info’, the bot will ask how they would rate the product demo or consultation. For this, you can set up a list option with ratings such as:

• Five Star
• Four Star
• Three Star

This structure allows the bot to capture ratings and request additional feedback, enhancing the overall user experience and providing valuable insights for your sales team.

4. Integrating Google Sheets with Pabbly Connect

To store the feedback collected by your WhatsApp chatbot, you can integrate Google Sheets using Pabbly Connect. First, create a new workflow in Pabbly Connect by selecting Pabbly Chatflow as the trigger application and Google Sheets as the action application.

Once the workflow is set up, you will need to generate a webhook URL from Pabbly Connect. This URL is crucial as it allows the chatbot to send data directly to your Google Sheets. Follow these steps:

Copy the webhook URL provided by Pabbly Connect. Paste the URL in the API request node within your Pabbly Chatflow flow. Map the fields for rating and additional feedback to ensure data is correctly stored.

By completing these steps, you will have a seamless integration that automatically saves user feedback into your designated Google Sheet.

5. Finalizing Your WhatsApp Chatbot in Pabbly Chatflow

After setting up the feedback collection and Google Sheets integration, it’s time to finalize your WhatsApp chatbot. Ensure all connections between nodes in Pabbly Chatflow are correctly established, and test the flow to verify its functionality.

Once confirmed, click the ‘Save’ button to update your flow. You can also add a final thank you message for users, reinforcing a positive interaction. For instance, you can write, ‘Thank you for your valuable feedback. We look forward to assisting you further with your purchase decision.’

This final touch will enhance user experience and encourage future interactions. With Pabbly Chatflow, your sales team can now automate follow-up and feedback collection effortlessly.

Conclusion

In this tutorial, we explored how to automate follow-up and feedback collection for sales teams via WhatsApp using Pabbly Chatflow and Pabbly Connect. This integration allows for efficient communication and data collection, enhancing customer engagement and sales efficiency.