Learn how to automate sending files on WhatsApp using Pabbly Connect and Google Forms. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Forms Integration

To send files on WhatsApp upon form submission, we will utilize Pabbly Connect. Start by signing up for a free account on Pabbly Connect, if you haven’t already. Once logged in, navigate to the dashboard and click on ‘Create Workflow’.

Name your workflow, for example, ‘Google Forms to WhatsApp’, and click ‘Create’. You will see two windows: a trigger and an action window. The trigger will be a new response from Google Forms, and the action will be to send a WhatsApp message with the specified file.

2. Connecting Google Forms to Pabbly Connect

In the trigger window of Pabbly Connect, select ‘Google Forms’ as your app. For the trigger event, choose ‘New Response Received’. This will allow you to capture responses from your Google Form.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to connect your Google Form to Pabbly Connect. Next, open the Google Sheet linked to your Google Form, go to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’. Install this add-on.

  • Open the Pabbly Connect Webhooks add-on from Extensions.
  • Select ‘Initial Setup’ and paste the webhook URL.
  • Choose the trigger column, which is the last data entry column in your Google Sheet.

Once you’ve completed these steps, click ‘Send Test’ to ensure the data is being sent correctly to Pabbly Connect.

3. Sending WhatsApp Messages with Pabbly Connect

Now that your Google Form is connected to Pabbly Connect, it’s time to send a WhatsApp message. In the action window, search for ‘Interact’ and select it. Choose the action event ‘Send Template WhatsApp Message’.

Connect your Interact account by entering the secret key from your Interact account settings. Next, you will need to fill in the country code and the phone number of the user who submitted the form. You can map this directly from the Google Form responses captured in Pabbly Connect.

  • Enter the template code name for the WhatsApp message you created in Interact.
  • Specify the header value, which is the URL of the file you want to send.
  • Map the user’s name in the body variable for personalization.

After completing these fields, click ‘Save and Send Test Request’. This will send a test message to the specified number.

To customize the file sent based on user input, utilize the Lookup Table feature in Pabbly Connect. This allows you to dynamically send different files based on the location selected in the Google Form.

In the action window, search for ‘Lookup Table’ and select it. Set the lookup key to the location response from the Google Form. Enter the possible locations (e.g., Kerala, Manali, Northeast) as labels and their corresponding file links as values.

For each location, add the relevant PDF or image URL that you want to send. Map the response from the Google Form to determine which file link to use. Click ‘Save and Send Test Request’ to verify the setup.

This dynamic setup ensures that users receive the correct file based on their selections in the form.

5. Testing the Automation

After configuring everything, it’s time to test your automation. Submit a new response in your Google Form with all necessary details. Ensure you provide a valid WhatsApp number and select a location.

Once the form is submitted, check the WhatsApp account associated with the number provided. You should receive a message that includes the personalized greeting and the file link based on the selected location.

This complete setup demonstrates how Pabbly Connect can automate sending files via WhatsApp based on Google Form submissions, enhancing your customer interaction and response efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending files on WhatsApp upon Google Form submission. By integrating these platforms, you can streamline communication and enhance user experience.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.