Build Your Own CRM Using Google Sheets + WhatsApp

Learn how to build your own CRM using Google Sheets and WhatsApp with Pabbly Connect. Follow this step-by-step tutorial for seamless integration! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your CRM

To build your own CRM using Google Sheets and WhatsApp, you first need to access Pabbly Connect. Start by visiting Pabbly.com/connect in your web browser. If you are new to Pabbly, click on the ‘Sign Up Free’ button to create your account. This will give you access to 100 free tasks every month, allowing you to experiment with your CRM setup.

Once you have your account set up, sign in to access the dashboard. From the dashboard, click on the ‘Create Workflow’ button located in the top right corner. You will then be prompted to choose between the new beta version or the classic version of the workflow builder. Select your preferred option and proceed to name your workflow, for example, ‘Horizon Nest Google Sheet CRM Automation’.

2. Setting Up the Trigger Application in Pabbly Connect

In this step, you will set up the trigger application that initiates the workflow in Pabbly Connect. Since the workflow is triggered by form submissions, select JotForm as your trigger application. After selecting JotForm, choose the event as ‘New Response’. Click the ‘Connect’ button to proceed.

• Select your form from JotForm that you want to connect.
• Copy the webhook URL provided by Pabbly Connect.
• Go to your JotForm account, navigate to the form settings, and select the integration option.
• Search for and select ‘Webhook’ to paste the URL.

After completing the integration in JotForm, publish your form. Now, whenever a user fills out this form, it will trigger the workflow in Pabbly Connect, capturing the response data.

3. Adding Captured Data to Google Sheets

After capturing the form response, the next step is to store this data in Google Sheets using Pabbly Connect. For this, select Google Sheets as your action application. Choose the event ‘Add New Row’ and click ‘Connect’. If it’s your first time connecting, select ‘Add New Connection’.

• Sign in to your Google account to authorize the connection.
• Select the spreadsheet and sheet where you want to store the data.
• Map the fields from the JotForm response to the corresponding columns in Google Sheets.

After mapping the fields, click the ‘Save and Send Test Request’ button. This action will add a new row to your selected Google Sheet with the captured data, confirming that your integration is functioning correctly through Pabbly Connect.

4. Sending Follow-Up Messages via WhatsApp

To enhance your CRM experience, you can send follow-up messages to clients via WhatsApp using Pabbly Chatflow. In your Pabbly Connect workflow, click the plus button to add a new action application and select Pabbly Chatflow. Choose the event ‘Send Text Message’ and click ‘Connect’.

To establish the connection, you will need to log in to your Pabbly Chatflow account and add your WhatsApp number. After adding your number, navigate to the API and Webhook settings to copy the API token. Paste this token back in Pabbly Connect to complete the connection.

Next, map the WhatsApp number and customize the message you want to send. Include personalized elements such as the client’s name and property details. Once everything is set, click ‘Save and Test Request’. You should receive a confirmation of success, indicating that your WhatsApp message was sent, completing the workflow integration through Pabbly Connect.

5. Conclusion: Build Your Own CRM with Pabbly Connect

In this tutorial, you learned how to build your own CRM using Google Sheets and WhatsApp, leveraging the power of Pabbly Connect and Pabbly Chatflow. By following the steps outlined, you can efficiently capture leads, store them in Google Sheets, and send automated follow-up messages via WhatsApp.

This integration not only streamlines your CRM processes but also enhances your communication with potential clients. With Pabbly Connect, you can customize and expand your CRM functionality as needed, ensuring you stay organized and responsive in your client management efforts.

Start building your own CRM today with Pabbly Connect and experience the benefits of automation!