Automate WhatsApp Leads to Google Sheets in Minutes!

Learn how to automate WhatsApp leads to Google Sheets using Pabbly Connect in minutes. Follow this step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To automate WhatsApp leads to Google Sheets, start by accessing Pabbly Connect. Simply open a new tab and enter the URL Pabbly.com/connect. This will direct you to the Pabbly Connect landing page.

If you are a new user, click on the sign up free button to create your account. By doing this, you gain access to 100 free tasks every month. Existing users should click on the sign in button to access their accounts.

2. Create a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard. Click on the create workflow button to start the automation process. You will have the option to select between a classic version and a new beta version; choose the beta version for enhanced features.

Next, give your workflow a meaningful name, such as automate WhatsApp leads to Google Sheets, and select a folder for organization. Click on the create button to proceed. This will take you to a new window where you can set up the trigger for your workflow.

• Select WhatsApp Cloud API as the trigger application.
• Choose message notification as the event that triggers the workflow.
• Click on the connect button to establish the connection.

After setting the trigger, copy the webhook URL provided by Pabbly Connect. This URL will be used to connect your WhatsApp Cloud API account.

3. Configure WhatsApp Cloud API with Pabbly Connect

To connect your WhatsApp Cloud API with Pabbly Connect, go to the Meta for Developers page and create your Meta account if you haven’t done so already. Once logged in, navigate to my apps and select your application. From there, access the WhatsApp dropdown and click on configuration.

Paste the webhook URL you copied earlier into the callback URL field. For the verify token, copy the provided token from your WhatsApp Cloud API page and paste it into the Meta configuration. Click on verify and save to finalize the connection.

• Select the WhatsApp business account.
• Subscribe to messages and click test to send a test notification to Pabbly Connect.

Check your Pabbly Connect account to see if the webhook response was received successfully. This indicates that your trigger setup is functioning correctly.

4. Set Up Google Sheets Integration with Pabbly Connect

Now that your WhatsApp Cloud API is connected, the next step is to set up Google Sheets within Pabbly Connect. Select Google Sheets as your action application and choose add new row as the action event. Click on connect to link your Google account.

Once connected, select the spreadsheet and sheet where you want to store lead information. You will need to map the relevant fields such as customer name, phone number, and city. For example, map the customer name to the corresponding response from WhatsApp.

Use the mapping feature to fill in customer details accurately. Leave the lead status empty for team members to fill later.

After mapping all necessary fields, click on save and send test request. This will add a new row in your Google Sheets with the lead details, confirming that the integration is working as intended.

5. Assign Team Member and Send Confirmation

To enhance lead management, you can assign a team member based on the city provided by the customer. Use a router in Pabbly Connect to create conditional workflows. Set up filters based on the city name, such as Indor or Bopal, to route the lead to the appropriate team member.

For each condition, select Google Sheets again and choose update cell value as the action event. Map the assigned team member’s name to the corresponding cell in the Google Sheets. This ensures that the lead is assigned correctly based on the city.

Use the text formatter in Pabbly Connect to extract city names from messages. Send a confirmation message back to the customer via WhatsApp once the lead is assigned.

Finally, test the entire workflow by sending a message through WhatsApp. Verify that all details are captured correctly in Google Sheets and that the confirmation message is sent back to the customer, completing the integration successfully.

Conclusion

In this tutorial, we have demonstrated how to automate WhatsApp leads to Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process effectively. Enjoy the benefits of automation to enhance your business operations without hassle.