Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Chatflow to Create Your Chatbot

To start creating your WhatsApp chatbot, first, access Pabbly Chatflow by navigating to www.pabbly.com/chatflow in your browser. This platform will serve as the central hub for your chatbot integration, allowing you to automate conversations effectively.

Once on the site, sign in using the options provided. If you are a new user, you can sign up for free, which grants you some credits to test the features of Pabbly Chatflow. Existing users should click on the sign-in option to proceed to the dashboard where all Pabbly applications are displayed.

2. Setting Up Your WhatsApp Chatbot in Pabbly Chatflow

To create your WhatsApp chatbot, select the Pabbly Chatflow app from the dashboard. Here, you can manage your flows and set up the WhatsApp number to be used. Click on the ‘Add WhatsApp Number’ option to connect your WhatsApp account.

  • Select the preferred method to connect your WhatsApp.
  • Use either the WhatsApp collect option or a manual token.
  • Follow the prompts to complete the connection.

This connection is essential for your chatbot to interact with users on WhatsApp. After setting up the WhatsApp number, you can proceed to create a flow by clicking on the ‘Flows’ option on the left side of the dashboard.

3. Creating the Chatbot Flow in Pabbly Chatflow

In this step, you will create the flow for your WhatsApp chatbot using Pabbly Chatflow. Click on ‘Add Flow’ and name your flow, like ‘Chat Collect Details and Automate Follow-ups’. This name will help you identify the flow later.

Next, set up the trigger event. Choose the ‘Keyword Regex Match’ option, which allows the chatbot to respond when a user sends a specific keyword, such as “hey”. You can add multiple keywords to trigger different responses.

  • Define the keywords that will trigger the chatbot.
  • Utilize the Regex feature for advanced keyword matching.
  • Ensure to save your settings before proceeding.

Once the trigger is set, you can start adding responses by dragging and dropping content types like text buttons or media messages within your flow.

4. Collecting User Details and Sending Follow-ups

Once your flow is established, you can begin collecting user details using Pabbly Chatflow. Utilize the question box feature to ask for user information such as name, email, and feedback. Each question must have a corresponding contact custom field to save the responses.

For instance, if you ask for a user’s name, ensure you create a contact custom field labeled “Full Name”. This setup will allow the information to be stored correctly in your database.

  • Create a contact custom field for each question asked.
  • Ensure the format is selected for each response.
  • Map the collected data to your Google Sheets for easy access.

This process not only collects user information but also allows you to send personalized messages back to users using the data captured.

5. Integrating User Data with Google Sheets

To finalize the setup, you will integrate the collected user data with Google Sheets through Pabbly Chatflow. After collecting user details, you need to set up an API request that sends this data to your Google Sheets.

In the API request settings, select the POST method and enter the webhook URL generated from Pabbly Connect. This URL is essential for transferring data from your chatbot to Google Sheets.

  • Copy the webhook URL from Pabbly Connect and paste it into the API request.
  • Map each user detail to the corresponding fields in Google Sheets.
  • Test the integration to ensure data is sent correctly.

Once this integration is complete, you can send a confirmation message back to the user, informing them that their details have been successfully saved.

Conclusion

This tutorial demonstrates how to create a WhatsApp chatbot using Pabbly Chatflow to automate conversations, collect user details, and integrate with Google Sheets. By following these steps, you can enhance user engagement and streamline data collection for your business.