Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Pabbly Connect, first, visit the official Pabbly Connect website. Here, you can sign up for a free account, which allows you to create automated workflows seamlessly.

Once logged in, you will see the Pabbly Connect dashboard. This dashboard is your control center for creating workflows that connect various applications, including WhatsApp, Google Sheets, and more. Click on the “Create Workflow” button to begin your integration process.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow to connect WhatsApp with Google Sheets using Pabbly Connect. Start by naming your workflow appropriately, such as “WhatsApp to Google Sheets Integration.” This will help you identify your workflow later.

  • Click on the “Create Workflow” button.
  • Enter the workflow name.
  • Select the trigger application, which in this case is “Typeform.”

After naming your workflow, select the trigger application as “Typeform”. This will allow Pabbly Connect to capture leads generated from your Typeform submissions. Once this is done, you can proceed to set up the action steps.

3. Connecting Typeform to Pabbly Connect

Now, it’s time to connect your Typeform account to Pabbly Connect. Click on the “Connect” button next to your Typeform trigger. You will be prompted to authorize Pabbly Connect to access your Typeform account.

After successful authorization, you can choose the specific Typeform you want to connect. Select your “Lead Generation Form” from the dropdown list. This will enable Pabbly Connect to pull data from this form whenever a new submission is made.

  • Authorize Pabbly Connect to access your Typeform account.
  • Select the “Lead Generation Form” from the list.
  • Test the connection to ensure it works properly.

Once everything is set up, conduct a test submission on your Typeform to ensure that the data is being captured by Pabbly Connect correctly. This will help confirm that your integration is functioning as intended.

4. Adding Google Sheets to the Workflow

Next, we will add Google Sheets as an action application in your workflow. Click on the “Add Action” button and select Google Sheets from the list of applications. This step will allow you to store the captured leads in a Google Sheet.

Choose the specific Google Sheet where you want to store the data. You will need to map the fields from Typeform to your Google Sheet columns. This mapping is crucial as it ensures that the data is transferred correctly.

  • Select the Google Sheet you want to use.
  • Map the Typeform fields to the Google Sheets columns.
  • Save and test the connection.

After mapping the fields, save your settings and perform a test to ensure that the data from Typeform is correctly added to your Google Sheet. This will confirm that Pabbly Connect is effectively handling the integration.

5. Sending WhatsApp Messages via Pabbly Connect

The final step in this integration process involves sending WhatsApp messages to the leads captured. To do this, add a new action step and select “WhatsApp Cloud API” from the list. This enables you to send messages directly to your leads through WhatsApp.

In this step, you will need to enter your WhatsApp Cloud API credentials, including your access token and phone number ID. After entering these details, you can compose the message you want to send to your leads.

  • Input your WhatsApp Cloud API credentials.
  • Compose the message for your leads.
  • Test the WhatsApp message to ensure it is sent successfully.

Once you have completed this setup, perform a final test by submitting a new lead through your Typeform. Verify that the lead details are captured in Google Sheets and that the WhatsApp message is sent successfully. This confirms that your workflow is fully functional and automated through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate WhatsApp with Pabbly Connect to automate lead capturing and messaging. With Pabbly Connect, you can streamline your workflow and enhance your communication efficiency. Start using Pabbly Connect today for seamless integrations!