How to Send eBook Order Confirmation on WhatsApp Using Pabbly Connect

Learn how to automate eBook order confirmations on WhatsApp with Google Forms integration using Pabbly Connect. Follow our step-by-step tutorial! Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms and WhatsApp Integration

To start automating your eBook order confirmations, access Pabbly Connect by visiting the Pabbly website. Sign in to your account or create a new one if you don’t have an account yet. After signing in, navigate to Pabbly Connect from the dashboard.

Click on the ‘Create Workflow’ button to initiate the integration process. You will be prompted to name your workflow; enter ‘Google Forms to WhatsApp’ and click ‘Create’. This sets the stage for integrating Google Forms with WhatsApp through Pabbly Connect.

2. Configuring Google Forms as the Trigger Application

In this step, select Google Forms as your trigger application in Pabbly Connect. Choose the event ‘New Response Received’ to ensure that every time a new order is placed through your Google Form, it triggers an action in WhatsApp.

• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL for later use.

Next, go to your Google Form and navigate to the ‘Responses’ tab. Here, you will link your Google Form to Pabbly Connect by using the webhook URL you copied. This will allow the data from Google Forms to flow into Pabbly Connect seamlessly.

3. Linking Google Forms to Google Sheets

To efficiently manage your orders, integrate Google Forms with Google Sheets. This allows all responses to be stored in one place, making it easier to track orders. In Pabbly Connect, ensure that your Google Form responses are set to be recorded in Google Sheets.

In the Google Form, go to the ‘Responses’ tab and click on the Google Sheets icon to create a new spreadsheet. This spreadsheet will automatically update with each new response, ensuring you have a comprehensive record of all orders.

4. Setting Up WhatsApp as the Action Application

Now, return to Pabbly Connect and add an action step. Select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. This step will send the order confirmation to the customer via WhatsApp.

• Connect to WhatsApp Cloud API by providing the required access keys.
• Select the template message you created for order confirmations.
• Map the customer’s phone number and order details into the template fields.

After mapping the necessary fields, save the configuration and send a test request to ensure the setup is working correctly. This will confirm that customers receive their order confirmation messages via WhatsApp as intended.

5. Sending Notifications to the Seller

Finally, set up another action in Pabbly Connect to notify the seller about the order. Repeat the process of selecting ‘WhatsApp Cloud API’ and ‘Send Template Message’. This time, choose a different template that contains the order details for the seller.

Map the seller’s phone number and relevant order information into the template fields. After configuring all details, save and send a test request to verify that the seller receives the notification correctly.

Conclusion

Using Pabbly Connect, you can automate the process of sending eBook order confirmations via WhatsApp effortlessly. This integration not only saves time but also enhances communication with both buyers and sellers. Implement this setup today to streamline your order management process!