Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating applications like Typeform, Google Sheets, and WhatsApp, you need to access Pabbly Connect. Begin by opening a new tab and entering the URL pabbly.com/connect. This will take you to the Pabbly Connect homepage.

If you are a new user, click on the ‘Sign Up Free’ option to create an account. Existing users can simply click ‘Sign In’. By signing up, you receive 100 free tasks every month to explore Pabbly Connect and its features.

2. Setting Up Your Trigger in Pabbly Connect

In this step, you will set up the trigger application in Pabbly Connect. The trigger will initiate the workflow whenever a new form submission is received from Typeform. Click on ‘Add Trigger’ and search for Typeform.

  • Select ‘New Entry’ as the event.
  • Click on ‘Connect’ to establish a connection.
  • Choose ‘Add New Connection’ if you don’t have an existing connection.

Once connected, select the specific form you want to use for the integration. After selecting your form, click on ‘Save and Send Test Request’ to check if the connection is successful. You should see a status indicating that it is waiting for a webhook response.

3. Mapping Data from Typeform to Google Sheets

Now that your trigger is set, it’s time to map the data from Typeform to Google Sheets using Pabbly Connect. Add a new action step and select Google Sheets as the application.

Choose the event ‘Add New Row’ and connect your Google account. After a successful connection, select the spreadsheet where you want to save the lead details. You can then map the fields from Typeform to Google Sheets, ensuring that the data remains dynamic.

  • Map the first name, last name, email, phone number, and city fields.
  • Click ‘Save and Send Test Request’ to confirm the data is being correctly saved.

After sending the test request, check your Google Sheets to verify that the lead details have been correctly added. This shows that Pabbly Connect has successfully captured the data from Typeform and saved it into Google Sheets.

4. Sending WhatsApp Messages via Pabbly Connect

The final step is to send WhatsApp messages to your leads using Pabbly Connect. Add another action step and select the WhatsApp Cloud API as your application. Choose ‘Send Text Message’ as the event.

To connect, you will need to enter your WhatsApp API details, including the token and phone number ID. After establishing the connection, you can map the recipient’s mobile number and the message you want to send.

  • Map the recipient’s mobile number from the previous Typeform response.
  • Compose your message, including personalized fields like the lead’s name.

Once all details are mapped, click ‘Save and Send Test Request’. You should receive a confirmation that the message has been sent. Check your WhatsApp to ensure the message was delivered successfully, demonstrating the power of Pabbly Connect in automating your lead communication process.

5. Conclusion: Automate Your Business with Pabbly Connect

By following these steps, you can effectively automate your lead management process using Pabbly Connect. From capturing leads in Typeform to saving them in Google Sheets and sending WhatsApp messages, this integration streamlines your workflow.

Utilizing Pabbly Connect not only saves time but also ensures that your data is accurately handled, enhancing your overall business efficiency. Start using Pabbly Connect today to automate your processes and improve your customer engagement.