How to Merge Google Form Responses into Documents and Send via WhatsApp Using Pabbly Connect

Learn how to seamlessly merge Google Form responses into documents and send them via WhatsApp using Pabbly Connect in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To merge Google Form responses into documents and send them via WhatsApp, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabby.com. If you’re a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply log in to their account.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. Click on the plus sign to create a new workflow. Name your workflow, for example, ‘Merge Google Form Responses into Documents and Send on WhatsApp’ and click on ‘Create’ to proceed.

2. Setting Up Google Forms as a Trigger in Pabbly Connect

In this step, you will integrate Google Forms with Pabbly Connect. Open the trigger window and select ‘Google Forms’ as your application. Choose the trigger event as ‘New Response Received’. This setup allows Pabbly Connect to capture responses from your Google Form automatically.

• Open your Google Form and ensure the last question is marked as required for the trigger.
• Submit a test response to generate data for the integration.
• Link your Google Form responses to a Google Sheet for data management.

After submitting a test response, go to the responses tab of your Google Form and link it to a new Google Sheet. This allows Pabbly Connect to access the data efficiently.

3. Linking Google Sheets with Pabbly Connect

Now that you have your Google Form responses linked to a Google Sheet, it’s time to connect this sheet with Pabbly Connect. Open your Google Sheet, go to Extensions, then Add-ons, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, refresh your Google Sheet. Then, go back to Extensions, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, you will need to paste the webhook URL provided by Pabbly Connect and specify the trigger column for data capture.

• Copy the webhook URL from Pabbly Connect and paste it into the setup.
• Select the final data column as your trigger column (e.g., Column F).
• Ensure the ‘Send on Event’ option is checked for automatic data capture.

Once configured, you can test the setup to ensure that the data is being sent correctly to Pabbly Connect.

4. Merging Documents Using Pabbly Connect

After successfully linking Google Sheets, the next step is to merge documents using Pabbly Connect. In the action window, select ‘Formstack Documents’ and choose ‘Merge Document’ as the action event. Connect your Formstack account by entering the API key and secret key.

Once connected, select the document template you want to use for merging. This document will be generated using the responses captured from the Google Form. You can map the fields such as participant name, course start date, and end date from the Google Form responses into the document template.

Choose the document template you want to merge. Map the required fields from the Google Form responses. Test the document generation to ensure it works correctly.

After the document is generated, you will receive a URL for the merged document, which can then be used to send via WhatsApp.

5. Sending Documents via WhatsApp Using Pabbly Connect

Finally, to send the merged document via WhatsApp, integrate the WhatsApp Cloud API with Pabbly Connect. In the action window, select ‘WhatsApp Cloud API’ and choose the action event ‘Send Template Message’. Connect your WhatsApp account by entering the necessary credentials including the temporary access token.

Next, select the template you previously created for sending messages. Map the recipient’s mobile number and the document URL to send the merged document to the participant’s WhatsApp number.

Map the participant’s WhatsApp number from the Google Form responses. Attach the document URL for the merged document. Test the WhatsApp message to ensure successful delivery.

Once the setup is complete, Pabbly Connect will automatically send the merged document to the participant’s WhatsApp whenever a new response is captured in Google Forms.

Conclusion

In this tutorial, we demonstrated how to merge Google Form responses into documents and send them via WhatsApp using Pabbly Connect. By following these steps, you can automate your workflow efficiently, ensuring that participants receive their documents promptly and seamlessly.