Learn how to automate sending PDF brochures via WhatsApp using Pabbly Connect and Google Forms. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms to WhatsApp Automation

To automate sending PDF brochures via WhatsApp upon Google Forms submission, you need to access Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard.

Once logged in, click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Google Forms to WhatsApp’), and hit ‘Create’. This will set the foundation for your automation process.

2. Configuring Google Forms Trigger in Pabbly Connect

In this step, you will set up Google Forms as the trigger in Pabbly Connect. Select ‘Google Forms’ from the app list, and choose the trigger event as ‘New Response Received’. This means that every time a form is submitted, the workflow will be activated.

  • Choose Google Forms as the application.
  • Select ‘New Response Received’ as the trigger event.
  • Copy the provided webhook URL for later use.

After setting this up, you will need to link this webhook to your Google Forms. This allows Pabbly Connect to fetch data directly from the form submissions.

3. Linking Google Sheets to Pabbly Connect

To collect Google Forms responses, you need to link Google Sheets with Pabbly Connect. Go to your Google Sheets where the form responses are collected. Click on ‘Extensions’, then ‘Add-ons’, and choose ‘Get Add-ons’ to find the ‘Pabbly Connect Webhooks’ add-on.

  • Install the ‘Pabbly Connect Webhooks’ add-on.
  • Refresh your Google Sheets after installation.
  • Go to Extensions > Pabbly Connect Webhooks > Initial Setup.

In the setup, paste the webhook URL you copied earlier and specify the trigger column (the last column where data is entered). This is crucial for ensuring that Pabbly Connect receives the correct data.

4. Sending WhatsApp Messages Using 360 Dialog in Pabbly Connect

Next, you will configure the action step to send WhatsApp messages using the 360 Dialog application in Pabbly Connect. Select ‘360 Dialog’ as your action app and choose ‘Send Template Message’ as the action event. This integration is essential as it provides access to WhatsApp’s API.

To connect, you will need to enter your API key and domain from your 360 Dialog account. This process is a one-time setup, allowing you to send messages seamlessly in future workflows.

Create a new connection in 360 Dialog. Generate your API key from the 360 Dialog dashboard. Map the necessary fields such as recipient number and message template.

After mapping, you can test the connection to ensure that the WhatsApp message is sent correctly to the recipient upon form submission.

5. Finalizing the Automation Process in Pabbly Connect

After setting up the connection and mapping all fields, you can finalize your automation process in Pabbly Connect. Make sure to check the test submission to confirm that the WhatsApp message is sent with the PDF brochure attached correctly.

Once everything is verified, your automation will run automatically each time a new Google Form submission is received, sending the brochure to the provided WhatsApp number without any manual intervention.

The benefits of this integration include saving time, reducing manual errors, and ensuring timely communication with leads. By using Pabbly Connect, you streamline your workflow effectively.

Conclusion

In this tutorial, we explored how to automate sending PDF brochures via WhatsApp using Pabbly Connect and Google Forms. This integration not only enhances efficiency but also ensures that leads receive timely information. Start automating your workflows today!

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.