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Automatically Add WhatsApp Leads to Google Sheets & CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first access Pabbly Connect by visiting pabbly.com. Once there, log in to your account and navigate to the Pabbly Connect dashboard.

Click on “Create Workflow” to initiate a new integration. Name your workflow, such as “Automatically Add WhatsApp Leads to Google Sheets & CRM,” and select the appropriate folder for organization. This step sets the foundation for connecting WhatsApp, Google Sheets, and your CRM through Pabbly Connect.

2. Setting Up WhatsApp Cloud API Webhook

In this step, you’ll set up the WhatsApp Cloud API as the trigger application in Pabbly Connect. Choose the trigger event, which is “Message Notification.” This event will activate your workflow whenever a new message is received.

Select “WhatsApp Cloud API” as the trigger application.
Connect your WhatsApp account using the provided webhook URL.
Test the connection to ensure it’s working properly.

This setup allows Pabbly Connect to capture incoming messages, ensuring that every lead is recorded immediately. After testing the connection, proceed to the next integration step.

3. Adding Leads to Google Sheets

Next, you will add the captured WhatsApp leads to Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the event “Add New Row.” This action will insert new leads into your specified Google Sheet.

To connect, log in to your Google account and select the Google Sheet where you want to store the leads. Map the fields from the WhatsApp Cloud API response to the corresponding columns in your Google Sheet, such as name, phone number, and message.

4. Integrating with Salesforce CRM

Finally, integrate your workflow with Salesforce CRM through Pabbly Connect. After adding the leads to Google Sheets, select Salesforce as the next action application. Choose the event “Create Contact” to add the WhatsApp lead as a new contact in Salesforce.

Similar to the previous step, connect your Salesforce account and map the required fields, ensuring that the first name and last name are separated appropriately. Use the “Text Formatter” feature in Pabbly Connect to split the full name into first and last names.

5. Conclusion

By following these steps, you can efficiently automate the process of adding WhatsApp leads to Google Sheets and your CRM using Pabbly Connect. This integration not only saves time but also ensures that all leads are captured accurately, enhancing your business workflow.

Utilizing Pabbly Connect for these integrations allows for seamless communication and data management across platforms, making it an essential tool for businesses aiming to streamline their operations.