Learn how to automate storing lead source and time in Google Sheets from WhatsApp using Pabbly Connect. Follow our detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WhatsApp and Google Sheets Integration

Pabbly Connect is an automation platform that allows you to integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to automate the process of storing lead sources and timestamps in Google Sheets whenever a new message is received on WhatsApp. This integration eliminates the need for manual data entry and enhances efficiency.

To start, navigate to Pabbly Connect and log in to your account. If you are a new user, you can sign up for free and receive 100 tasks monthly. Once logged in, you will be ready to create your workflow that connects WhatsApp and Google Sheets through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To create a new workflow, click on the ‘Create Workflow’ button on your Pabbly Connect dashboard. This will bring up a dialog box where you can name your workflow. Enter a meaningful name, such as ‘Store Lead Source and Time in Google Sheets from WhatsApp.’ Select a folder to organize your workflows, then click on the ‘Create’ button.

  • Click on the ‘Create Workflow’ button.
  • Name your workflow appropriately.
  • Select a folder for organization.
  • Click on ‘Create’ to finalize.

After creating your workflow, you’ll be directed to the trigger setup window. Here, select ‘WhatsApp Cloud API’ as your trigger application and choose ‘Message Notification’ as the trigger event. This setup enables Pabbly Connect to listen for incoming messages on your WhatsApp account.

3. Connecting WhatsApp Cloud API with Pabbly Connect

To connect your WhatsApp Cloud API with Pabbly Connect, click on the ‘Connect’ button. A webhook URL will be generated, which you need to copy. Next, go to the Facebook Developer portal and create a new application if you haven’t already.

Once your application is created, navigate to the WhatsApp section and paste the webhook URL in the callback URL field. Also, copy the verify token from your Pabbly Connect account and paste it into the relevant field in the Facebook Developer portal. This step ensures that your WhatsApp account is properly linked to Pabbly Connect.

4. Setting Up Google Sheets Integration in Pabbly Connect

After successfully connecting WhatsApp, it’s time to set up Google Sheets. Click on the plus button to add an action step and select ‘Google Sheets’ as your action application. Choose ‘Add a New Row’ as the action event. This allows Pabbly Connect to add new entries in your Google Sheets whenever a new message is received on WhatsApp.

  • Select Google Sheets as the action application.
  • Choose ‘Add a New Row’ as the action event.
  • Connect your Google Sheets account with Pabbly Connect.
  • Select the specific spreadsheet and sheet to store the leads.

Map the fields from the WhatsApp message to the respective columns in Google Sheets. This includes mapping the source, time, phone number, full name, and message. With Pabbly Connect, this process becomes dynamic, ensuring that every new lead is recorded accurately.

5. Testing and Finalizing the Integration

Once your fields are mapped, click on the ‘Save and Send Test Request’ button to test the integration. If everything is set up correctly, a new row will be added to your Google Sheets with the lead’s information. You can verify this by checking your Google Sheets document.

After confirming that the integration works, you can add any additional steps or filters if necessary. For example, you might want to add a filter to only capture messages from users rather than replies you send. This filter can be set up easily within Pabbly Connect.

With this setup, you have successfully automated the process of storing lead sources and timestamps in Google Sheets from WhatsApp using Pabbly Connect. This integration not only saves time but also minimizes errors associated with manual data entry.

Conclusion

In conclusion, using Pabbly Connect to automate the storage of lead sources and timestamps in Google Sheets from WhatsApp significantly enhances efficiency. This step-by-step guide has shown you how to set up this integration effortlessly. Now, you can focus on your business while Pabbly Connect takes care of your data management needs.

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