Automate Sending Files from Google Forms to WhatsApp Using Pabbly Connect

Learn how to automate sending files on WhatsApp using Google Forms and Pabbly Connect. Step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms and WhatsApp Integration

To automate the process of sending files via WhatsApp upon Google Forms submission, you need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. If you do not have one, create a free account at the Pabbly Connect website.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Google Forms to WhatsApp Automation’. This workflow will help you automate the process of sending files when a Google Form is submitted.

2. Creating a Google Form for Submissions

To begin, create a Google Form that will collect user responses. Ensure that your form includes fields for essential information such as name, email address, and travel destination. This form will be the trigger for your automation using Pabbly Connect.

• Open Google Forms and create a new form.
• Add fields for name, email, and travel destination.
• Save the form and note the link for sharing.

This form will be used to gather responses that will trigger the WhatsApp message sending process in Pabbly Connect.

3. Setting Up WhatsApp Cloud API

Next, you need to set up your WhatsApp Cloud API account. Visit the WhatsApp Cloud API page and log in. Create a new application and generate a permanent access token. This token will allow Pabbly Connect to send messages on your behalf.

After creating your app, copy the token along with your WhatsApp Business Account ID and Phone Number ID. These details are crucial for connecting Pabbly Connect to WhatsApp.

4. Integrating Google Forms with Pabbly Connect

Now, return to Pabbly Connect and set up the Google Forms integration. Select Google Forms as the trigger application and choose ‘New Response Received’ as the trigger event. This means that every time someone submits the form, Pabbly Connect will initiate the action.

• Select Google Forms in Pabbly Connect.
• Choose the trigger event as ‘New Response Received’.
• Follow the provided instructions to connect your Google account.

Once connected, map the necessary fields from your form to ensure the right data is sent to WhatsApp. This will allow your automation to function correctly using Pabbly Connect.

5. Sending Files to WhatsApp Using Pabbly Connect

Finally, set up the action for sending files via WhatsApp. Choose WhatsApp Cloud API as the action application and select ‘Send Template Message’. Here, you’ll need to configure the message template that will be sent when the form is submitted. using Pabbly Connect

Map the required fields, including the recipient’s phone number and the document URL of the file you want to send. Ensure the phone number includes the country code and is formatted correctly. Once everything is set up, test your automation to confirm that messages are sent successfully via WhatsApp.

Conclusion

By following these steps, you can effectively automate sending files from Google Forms to WhatsApp using Pabbly Connect. This integration streamlines communication and enhances user experience, making it easier to manage inquiries and responses.