Integrate Google Forms with WhatsApp Using Pabbly Connect for Cake Orders

Learn how to integrate Google Forms with WhatsApp to send automatic order confirmations using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the Pabbly website. On the top right corner, click on ‘Sign Up Free’ or ‘Sign In’ if you already have an account. This is the first step to set up the automation that will send WhatsApp messages upon receiving cake orders through Google Forms.

Once you have logged into your account, navigate to Pabbly Connect. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Google Forms to WhatsApp’. This step is crucial as it sets the context for the integration process.

2. Setting Up Google Forms with Pabbly Connect

Now, you need to set Google Forms as the trigger application in Pabbly Connect. Select ‘Google Forms’ as your trigger application and choose the trigger event as ‘New Response Received’. This means that every time a new response is submitted through your Google Form, it will trigger the integration process.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Sheet associated with the form and select ‘Extensions’. Under this menu, find ‘Pabbly Connect Webhooks’ and click on ‘Initial Setup’. Paste the copied webhook URL into the designated field and set the trigger column to the last column of your spreadsheet, usually column K. This setup allows Google Forms to send the data directly to Pabbly Connect.

3. Testing the Google Forms and Pabbly Connect Integration

After setting up the webhook, it’s time to test whether the integration is working properly. Go back to your Google Form and fill out a dummy order. Once you submit the form, switch back to Pabbly Connect to see if it has received the response. This step is essential to ensure that the data flows correctly from Google Forms to Pabbly Connect.

If the response appears in your Pabbly dashboard, it confirms that the integration is successful. You should see all the information such as the customer’s name, email, phone number, and order details. This verification step is crucial before moving on to set up the WhatsApp messaging part of the integration.

4. Configuring WhatsApp Integration with Pabbly Connect

Now that Google Forms is successfully integrated, the next step is to set WhatsApp as the action application. In Pabbly Connect, select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. This will allow you to send a confirmation message to the customer via WhatsApp.

• Select WhatsApp Cloud API as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account by providing the necessary keys.

To connect WhatsApp, you will need to obtain a temporary access token and your WhatsApp Business Account ID from the developers’ page. Paste these details into Pabbly Connect to establish the connection. After successful connection, you can set up the template message that will be sent to customers upon order confirmation.

5. Finalizing the Setup and Sending Confirmation Messages

With everything configured, it’s time to finalize the setup. In Pabbly Connect, map the required fields from the Google Form response to the WhatsApp message template. This includes the customer’s name, order details, and delivery time. Mapping ensures that the correct information is sent to the customer.

Once all fields are mapped, send a test request to verify that the confirmation message is sent correctly. Check the customer’s WhatsApp account to see if they received the message. This step confirms that the integration is fully functional and that customers will receive timely confirmations after placing their cake orders online.

Conclusion

By following these steps, you can seamlessly integrate Google Forms with WhatsApp using Pabbly Connect. This automation allows you to send instant confirmation messages to customers after they place cake orders online, enhancing customer experience and operational efficiency.