Sales Automation: Send Daily Performance Reports to Your Sales Team on WhatsApp Using Pabbly Connect

Learn how to automate daily performance reports for your sales team on WhatsApp using Pabbly Connect and Pabbly Connect with this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Sales Automation

Pabbly Connect is an excellent automation platform designed to streamline processes for your sales team. In this tutorial, we will explore how to set up Pabbly Connect to send daily performance reports to your sales team via WhatsApp. using Pabbly Connect

The automation will involve integrating Pabbly Form Builder to collect data from your sales team and then sending this information through WhatsApp automatically. This setup not only saves time but also keeps your team motivated and informed about their daily performance.

2. Creating a Form with Pabbly Form Builder

To begin, you need to create a form using Pabbly Form Builder. This form will be used by your sales team to submit their daily performance data. The form should include fields for the date, team member name, clients approached, total sales, and remarks.

• Date of submission
• Team member name
• Clients approached
• Total sales
• Remarks

Once your form is created, the sales team can fill it out at the end of each day. This data will be captured by Pabbly Connect to automate the reporting process.

3. Setting Up Your Pabbly Connect Workflow

Now, navigate to your Pabbly Connect dashboard and create a new workflow. Click on the ‘Create Workflow’ button and name it something relevant, like ‘Sales Team Performance Automation’. This is where the magic happens!

Next, set the trigger for your workflow. Select Pabbly Form Builder as the app and choose the ‘New Form Submission’ event. This will generate a webhook URL that you’ll need to connect your form to Pabbly Connect.

• Copy the webhook URL generated in Pabbly Connect.
• Go to Pabbly Form Builder and select the form you created.
• Under Integrations, add the webhook URL to connect.

After connecting, perform a test submission on your form to ensure that data is being captured correctly in Pabbly Connect.

4. Updating Google Sheets with Sales Data

After setting up the trigger, the next step is to update a Google Sheet with the sales data submitted by your team. In your Pabbly Connect workflow, add an action step and select Google Sheets as the app.

Choose the ‘Add New Row’ action to create a new entry in your sales data sheet. Connect your Google account and select the spreadsheet where you want the data to be recorded. Map the fields from the form submission to the respective columns in your Google Sheet. This ensures that each new submission is logged automatically.

Select your Google Sheets spreadsheet. Map the fields from your form submission to the appropriate columns. Test the connection to ensure data is being recorded.

This integration with Pabbly Connect ensures that your sales data is always up-to-date and easily accessible for analysis.

5. Sending Performance Reports on WhatsApp

Finally, to complete the automation, you will send a performance report to your sales team via WhatsApp. For this, add another action step in your Pabbly Connect workflow and select 360 Dialogue as the app to send WhatsApp messages.

Choose the ‘Send Template Message’ action and connect your 360 Dialogue account using the API key. Select the message template you’ve created, and map the necessary fields from your previous steps, such as the team member’s name, today’s sales, and remaining targets.

Select the recipient’s mobile number from the lookup step. Map the body fields to personalize the message. Test to ensure the message is sent correctly.

With this setup, your sales team will receive their daily performance reports automatically via WhatsApp, keeping them informed and motivated.

Conclusion

In this tutorial, we explored how to utilize Pabbly Connect and Pabbly Form Builder to automate the process of sending daily performance reports to your sales team via WhatsApp. By following these steps, you can ensure that your team stays updated on their performance effortlessly.

Setting up this automation not only saves time but also enhances communication within your team. Start using Pabbly Connect today to streamline your sales reporting process!