Send Automated Feedback Forms to Clients on WhatsApp with Pabbly Connect

Learn how to send automated feedback forms to clients on WhatsApp when projects are completed using Pabbly Connect, Google Sheets, and more. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending automated feedback forms to clients on WhatsApp, first, you need to access Pabbly Connect. This platform allows you to integrate various applications seamlessly.

Once you log in to your Pabbly Connect account, you can create a new workflow. This is where you will set up the automation process that connects Google Sheets, WhatsApp, and other applications.

2. Setting Up Your Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to set up your workflow. Click on the ‘Create Workflow’ button and give it a relevant name, such as ‘Send Feedback Forms on Project Completion’.

• Select Google Sheets as the trigger application.
• Choose the trigger event, such as ‘New Row’.
• Connect your Google account to Pabbly Connect.

Once you have set up the trigger, you will need to map the data from Google Sheets to WhatsApp. This ensures that the feedback forms are sent automatically when a project is marked as completed.

3. Configuring WhatsApp Integration

To send messages via WhatsApp, select it as the action application in your Pabbly Connect workflow. Choose the action event, which is typically ‘Send Message’.

Next, you will need to connect your WhatsApp account. Make sure you have the necessary API access to facilitate this. You’ll be prompted to enter your WhatsApp number and the message template you want to use for sending feedback forms.

4. Finalizing the Automation Process

Once both Google Sheets and WhatsApp are connected in Pabbly Connect, it’s time to finalize the automation. Review the settings to ensure everything is configured correctly.

• Test the workflow to see if the messages are sent as expected.
• Check for any errors in the connection logs.
• Activate the workflow to enable automated messages.

By completing these steps, you ensure that your clients receive timely feedback forms via WhatsApp once their projects are marked complete, all thanks to Pabbly Connect.

5. Monitoring and Adjusting Your Workflow

After setting up the automation, it’s crucial to monitor its performance. Use Pabbly Connect’s dashboard to track the status of sent messages and ensure they are delivered successfully.

If you notice any issues, you can easily adjust the settings in your workflow. This might include changing the message template or updating the trigger conditions based on client feedback.

Conclusion

In conclusion, using Pabbly Connect to send automated feedback forms to clients on WhatsApp enhances communication and efficiency. By integrating Google Sheets, you can streamline the feedback process effectively.