Learn how to automate sending product catalogs via email and WhatsApp on form submission using Pabbly Connect. Step-by-step guide with detailed instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send product catalogs via email and WhatsApp, first, you need to access Pabbly Connect. This platform allows you to integrate multiple applications seamlessly. Start by visiting the Pabbly Connect website and signing up for a free account if you are a new user.

Once signed in, navigate to the dashboard. Click on the blue button labeled ‘Create a Workflow’ to initiate your automation process. Here, you will name your workflow, such as ‘Send Catalog on Form Submission’, and click on ‘Create’. This sets the stage for connecting Google Forms, Gmail, and WhatsApp through Pabbly Connect.

2. Setting Up Google Forms with Pabbly Connect

The next step is to set up Google Forms to capture submission data. In Pabbly Connect, select Google Forms as your trigger application. Choose the trigger event as ‘New Response Received’. This allows you to capture data from your Google Form whenever a user submits their information.

  • Select ‘New Response Received’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.
  • Open your Google Sheet linked to the form and install the Pabbly Connect Webhooks add-on.

After installing the add-on, go to the initial setup and paste the webhook URL you copied. Specify the trigger column, typically the last column that will receive data, to ensure that the automation triggers correctly when a form is submitted. This integration is crucial for capturing user details like name, email, and WhatsApp number through Pabbly Connect.

3. Sending Product Catalog via Email Using Pabbly Connect

Once you have set up Google Forms, the next task is to send the product catalog via email using Pabbly Connect. Select Gmail as the action application and choose the action event as ‘Send Email’. This allows you to automatically send an email containing the product catalog link to the user who submitted the form.

When configuring the email settings, you will need to fill in the recipient’s email address (which you can map from the form submission data), sender name, subject, and email content. For the email content, include a personalized greeting and the link to the product catalog.

  • Map the recipient’s email address from the form submission data.
  • Set the subject as ‘Here is the Product Catalog’.
  • Include a message body with a greeting and the catalog link.

After configuring these settings, click on ‘Save and Send Test Request’ to check if the email is sent successfully. This step ensures that the integration between Gmail and Pabbly Connect works as intended, automatically sending product catalogs to users upon form submission.

4. Sending Product Catalog via WhatsApp Using Pabbly Connect

Next, set up WhatsApp messaging using the Interact application in Pabbly Connect. Select Interact as your action application and choose ‘Send Template Message’ as the action event. This allows you to send a WhatsApp message containing the product catalog link directly to the user.

To configure WhatsApp messaging, you will need to connect your Interact account to Pabbly Connect. Input the required details, including the recipient’s full phone number and the template message that you have created in your Interact dashboard. Make sure to include the country code.

Map the recipient’s WhatsApp number from the form submission. Select the message template that includes the product catalog link. Ensure the message is personalized with the user’s name.

After setting up the WhatsApp message, click ‘Save and Send Test Request’ to verify that the message is sent correctly. This integration allows users to receive the product catalog instantly on WhatsApp, enhancing their experience.

5. Testing the Integration of Pabbly Connect

Finally, it’s crucial to test the entire integration process to ensure that everything works as expected. Fill out the Google Form with dummy data, including the name, email, and WhatsApp number. Upon submission, the data should be captured by Pabbly Connect and trigger both the email and WhatsApp messages automatically.

After submitting the form, check your Gmail and WhatsApp to confirm that you received the product catalog as intended. This step validates that the automation is functioning correctly, allowing you to send product catalogs seamlessly upon form submission.

Once confirmed, you can close Pabbly Connect, as it will continue to run in the background, automating this process for every new form submission. This automation not only saves time but also ensures prompt communication with your customers.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending product catalogs via email and WhatsApp on form submission. By following these steps, you can enhance customer experience and streamline your communication process.

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