Learn how to send WhatsApp messages to patients automatically upon feedback submission using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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. Setting Up Pabbly Connect for WhatsApp Integration

To send WhatsApp messages to patients upon feedback submission, you first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account. This platform will facilitate the integration between your feedback collection tool and WhatsApp.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow, such as ‘WhatsApp Feedback Notification’. This step is crucial as it allows you to track the specific integration process later.

2. Integrating Google Forms with Pabbly Connect

The next step involves connecting Google Forms to Pabbly Connect. You will use Google Forms to collect patient feedback. After creating your feedback form, ensure it includes fields for the patient’s name and WhatsApp number.

  • Open your Google Form and click on the responses tab.
  • Select the Google Sheets icon to create a spreadsheet for responses.
  • Name the spreadsheet appropriately, for example, ‘Patient Feedback’.

After setting up the Google Form, return to Pabbly Connect and select Google Forms as your trigger application. You will then choose the specific form created for feedback collection. This connection allows Pabbly Connect to automatically receive data from the form submissions.

3. Connecting WhatsApp to Pabbly Connect

After integrating Google Forms, the next step is to connect WhatsApp through Pabbly Connect. For this, you will use the 360Dialog application, which allows sending WhatsApp messages easily. Ensure you have a 360Dialog account set up.

  • Navigate to the 360Dialog application within Pabbly Connect.
  • Authenticate your 360Dialog account by providing the required API key.
  • Select the action event as ‘Send Template Message’.

This setup will enable you to send personalized WhatsApp messages to patients using the data collected from Google Forms. Make sure to configure the message template according to your needs, including the patient’s name and feedback details.

4. Testing Your Pabbly Connect Workflow

Once you have set up both Google Forms and WhatsApp in Pabbly Connect, it’s essential to test the integration. Submit a test response through your Google Form to see if the WhatsApp message is sent correctly.

Check the WhatsApp account associated with the number provided in the form. You should receive a message confirming the feedback submission. If everything is configured correctly, the message will include the patient’s name and a thank you note for their feedback.

5. Final Steps and Going Live

After successfully testing your workflow, you can finalize your setup in Pabbly Connect. Make sure to activate the workflow to start sending messages automatically whenever a new feedback submission is recorded.

Additionally, you can customize your message further or add additional actions within the workflow, such as notifying your team via email. This flexibility allows you to enhance your patient communication process significantly.

Conclusion

By following this tutorial, you can effectively send WhatsApp messages to patients upon feedback submission using Pabbly Connect. This integration not only improves communication but also enhances patient satisfaction. Start implementing this automated solution today for better service delivery.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.