Send Quotation to Clients on WhatsApp Using Pabbly Connect and Pabbly Form Builder

Learn how to send quotations to clients on WhatsApp automatically using Pabbly Connect and Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To send quotations to clients on WhatsApp, first, you need to set up Pabbly Connect. Log in to your Pabbly Connect account and navigate to the dashboard. This is where you will create a new workflow to automate the process of sending messages.

Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Choose a name that reflects its purpose, such as ‘Send Quotation to Clients on WhatsApp’. After naming your workflow, you will be directed to the workflow builder where you can start integrating applications.

2. Utilizing Pabbly Form Builder to Capture Data

Next, you will use Pabbly Form Builder to collect client information. Create a new form using the Form Builder interface. This form will capture essential details such as the client’s name, email, and product of interest.

• Add fields for Client Name, Email, and Product.
• Ensure to include a Submit button for form completion.
• Customize the form’s design to match your brand.

Once your form is ready, publish it and copy the form’s URL. This URL will be used in the next steps to connect with Pabbly Connect, enabling you to send WhatsApp messages based on form submissions.

3. Integrating Google Sheets with Pabbly Connect

The next step involves integrating Google Sheets with Pabbly Connect. This integration will help you manage the data collected from your Pabbly Form. In Pabbly Connect, set up Google Sheets as your next application in the workflow.

Choose the trigger event as ‘New Spreadsheet Row’. Connect your Google account and select the spreadsheet where you want to store the form responses. Ensure that the columns in your Google Sheet correspond to the fields in your form for seamless data transfer.

4. Sending WhatsApp Messages via Pabbly Connect

After setting up Google Sheets, the next action in Pabbly Connect is to send WhatsApp messages using a service like 360 Dialog. Select WhatsApp as the action application and choose the action event as ‘Send Template Message’. This step is crucial for automating the message sending process.

Fill in the required fields such as the recipient’s phone number, message template, and any dynamic data from the Google Sheet. Make sure your WhatsApp account is connected to Pabbly Connect to enable message dispatch.

5. Testing and Verifying the Workflow

Finally, it is essential to test your workflow to ensure everything operates smoothly. Submit a test entry through the Pabbly Form you created. Check your Google Sheets to confirm that the data was captured correctly. using Pabbly Connect

After verifying the data in Google Sheets, check your WhatsApp for the message sent from Pabbly Connect. This step ensures that the entire process from form submission to WhatsApp message delivery is functioning as intended.

Once confirmed, you can finalize your workflow and start sending quotations to clients automatically through WhatsApp whenever they submit the form.

Conclusion

By following this tutorial, you can effectively automate the process of sending quotations to clients on WhatsApp using Pabbly Connect and Pabbly Form Builder. This integration enhances communication and streamlines your workflow.