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Convert WhatsApp Inquiries into Organized Business Leads Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Integration

To begin integrating Google Sheets with Pabbly Chatflow, first access the Pabbly Chatflow platform. Open your browser and enter the URL Pabbly Chatflow to sign in or create an account.

Once logged in, you can start building your chatbot. If you’re a new user, you can sign up for a free account which offers 100 credits monthly. This allows you to explore the features of Pabbly Chatflow before committing to a plan.

2. Creating Your WhatsApp Chatbot with Pabbly Chatflow

After accessing Pabbly Chatflow, navigate to the flow builder to create your WhatsApp chatbot. Click on “Add Flow” to start a new project and name it appropriately, such as “Collect Details”.

Select a trigger event, such as keyword match.
Set keywords like “hi” or “hello” to activate the chatbot.
Connect the trigger to send a welcome message.

Ensure you save your flow after configuring the trigger, as this is essential for your chatbot to function properly in Pabbly Chatflow.

3. Collecting User Data via Pabbly Chatflow

Once the chatbot is active, it will prompt users for their details. For instance, after the initial greeting, the bot will ask for the user’s full name. Use the question box feature in Pabbly Chatflow to set this up.

Ask for the full name, course type, service type, budget, and location.
Store these responses in custom fields created in your Pabbly settings.

This structured approach allows you to gather all relevant information systematically and ensures it is stored correctly within Pabbly Chatflow.

4. Integrating Google Sheets with Pabbly Chatflow

After collecting data, the next step is to integrate Google Sheets to store the information. In Pabbly Chatflow, use the API request feature to set up this integration.

Select the API request action and set the method to POST.
Enter the webhook URL from your Pabbly Connect account.
Map the collected data to the corresponding fields in Google Sheets.

By doing this, every time a user interacts with your WhatsApp chatbot, their data will be automatically recorded in Google Sheets through Pabbly Chatflow.

5. Finalizing and Testing Your Chatbot

Once you have set up the API request, finalize your chatbot by saving all changes in Pabbly Chatflow. It’s crucial to test the chatbot to ensure that all functions work as expected.

Send a test message through WhatsApp to your bot and check if the data appears in your Google Sheets correctly. If everything is functioning, you can confidently deploy your chatbot for real user interactions.

Conclusion

Integrating Google Sheets with Pabbly Chatflow allows you to automate data collection from WhatsApp inquiries efficiently. By following the steps outlined, you can create a functional chatbot that organizes user data seamlessly.