Watch Step By Step Video Tutorial Below





1. Introduction to Pabbly Connect for Lead Management

Managing leads efficiently requires more than just capturing them; it necessitates a robust system. Pabbly Connect facilitates this by automating the entire process from lead capture to engagement.

In this tutorial, we will explore how to integrate Typeform, Google Sheets, and WhatsApp using Pabbly Connect. This workflow ensures that leads are organized and responded to instantly, minimizing missed opportunities.

2. Setting Up Typeform as the Trigger in Pabbly Connect

To start, we need to configure Typeform as the trigger application in Pabbly Connect. Begin by creating a new workflow and selecting Typeform as the trigger app.

Follow these steps to set up the trigger:

  • Click on the plus button to add a new trigger.
  • Search for and select Typeform.
  • Choose the event as New Entry.
  • Connect your Typeform account to Pabbly Connect.

Once the connection is established, select the form you created to capture leads. This setup allows Pabbly Connect to trigger actions whenever a new entry is submitted in Typeform.

3. Storing Leads in Google Sheets via Pabbly Connect

After capturing lead information from Typeform, the next step involves storing these details in Google Sheets using Pabbly Connect. This ensures that all lead data is organized systematically.

To set up Google Sheets as the action application, follow these steps:

  • Click the plus button to add a new action application.
  • Select Google Sheets from the list.
  • Choose the action event as Add New Row.
  • Connect your Google account to Pabbly Connect.

After connecting, select the spreadsheet and sheet where you want to store the lead details. This step ensures that every new lead captured from Typeform is automatically added as a new row in your Google Sheets.

4. Sending WhatsApp Messages with Pabbly Chatflow

Once leads are stored in Google Sheets, the final step is to send a personalized WhatsApp message using Pabbly Chatflow. This keeps your leads engaged instantly.

To set up WhatsApp messaging, perform the following actions:

  • Add another action application by clicking the plus button.
  • Select Pabbly Chatflow as the action application.
  • Choose the event as Send Text Message.
  • Connect using the API token from your Pabbly Chatflow account.

After mapping the recipient’s WhatsApp number and the message, Pabbly Connect will facilitate sending the message to your leads automatically, ensuring instant communication.

5. Finalizing Your Automation Workflow with Pabbly Connect

With the setup complete, your automation workflow is now ready. Pabbly Connect allows you to categorize leads based on their budget and send tailored messages accordingly.

To finalize, ensure that all filters and conditions are set correctly in Pabbly Connect. This will help in tagging leads as hot, warm, or cold based on their budget selections. You can also copy and paste existing actions for efficiency.

After testing the workflow, you should see that every new lead captured through Typeform is stored in Google Sheets and receives a WhatsApp message instantly. This integration enhances lead management and engagement significantly.

Conclusion

In conclusion, using Pabbly Connect to integrate Typeform, Google Sheets, and WhatsApp streamlines lead handling. This automation ensures that leads are captured, organized, and responded to instantly, improving your business efficiency.