Learn how to send WhatsApp messages automatically upon Google Forms submission using Pabbly Connect in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Google Forms and WhatsApp Integration
To start automating WhatsApp messages upon Google Forms submission, you first need to access Pabbly Connect. This platform is essential for creating the integration between Google Forms and WhatsApp. You can sign up for a free account at Pabbly’s website, which allows you to test the automation features.
Once logged in, navigate to the Pabbly Connect dashboard. Click on the blue ‘Create Workflow’ button to initiate your automation project. Assign a name to your workflow, such as ‘When Google Forms is Submitted, Auto Send a WhatsApp Message’. This helps in identifying the automation later.
2. Connecting Google Forms to Pabbly Connect
In this step, you will set Google Forms as the trigger application in Pabbly Connect. Choose Google Forms from the list of applications, and select the trigger event as ‘New Response Received’. This means that the automation will begin when a new form submission occurs.
- Select Google Forms as the trigger application.
- Set the trigger event to ‘New Response Received’.
- Copy the webhook URL provided by Pabbly Connect.
Next, you will need to link this webhook to your Google Form. Open the Google Form associated with your project, and navigate to the Google Sheets linked to it. Install the Pabbly Connect Webhooks add-on if you haven’t done so. In the add-on settings, paste the copied webhook URL and set the trigger column to the appropriate column, typically the last one where data is entered.
3. Testing the Integration Between Google Forms and Pabbly Connect
After setting up the webhook, it’s time to test the integration. Fill out the Google Form with dummy data to simulate a real submission. Ensure that the data includes all necessary fields, such as name, email, and WhatsApp number. Once you submit the form, check Pabbly Connect to see if the response has been captured successfully.
When you return to Pabbly Connect, you should see the test submission reflected in the webhook response. This confirms that your Google Forms and Pabbly Connect integration is functioning correctly.
4. Sending WhatsApp Messages Using WhatsApp Cloud API
Now that your Google Forms are connected to Pabbly Connect, the next step is to send automated WhatsApp messages. For this, select the WhatsApp Cloud API as your action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This allows you to send pre-approved message templates to users.
- Select WhatsApp Cloud API as the action application.
- Choose ‘Send Template Message’ as the action event.
- Fill in the required details such as token, phone number ID, and WhatsApp Business Account ID.
Make sure to use a permanent token for the WhatsApp Cloud API connection. After entering all required details, select the message template you’ve created earlier. Map the recipient’s WhatsApp number from the previous Google Forms submission data to ensure the message reaches the correct user. Finally, send a test message to verify that everything is working as intended.
5. Finalizing the Automation and Testing
To ensure that your automation functions smoothly, you need to enable the ‘Send on Event’ option in the Pabbly Connect add-on settings within Google Sheets. This ensures that every new form submission triggers the automation to send a WhatsApp message automatically.
Once everything is set up, conduct a final test by submitting the Google Form with real data. Check your WhatsApp to see if the automated message arrives as expected. This step confirms that the integration between Google Forms, Pabbly Connect, and WhatsApp is fully operational.
By following these steps, you can efficiently automate the process of sending WhatsApp messages upon Google Forms submission using Pabbly Connect. This integration not only saves time but also enhances communication with your customers.
Conclusion
In conclusion, using Pabbly Connect to automate WhatsApp messages upon Google Forms submission streamlines your communication process. With the right setup, you can ensure timely responses to form submissions, enhancing customer engagement and satisfaction.
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