Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin, access Pabbly Connect by visiting the official website. Once you’re on the site, sign up or log in to your account. Pabbly Connect serves as the integration platform that enables you to connect WhatsApp with Google Sheets seamlessly.

After logging in, navigate to the dashboard. From here, you can create a new workflow that will automate the process of collecting leads from WhatsApp and storing them in Google Sheets. This integration is crucial for managing your real estate leads effectively.

2. Setting Up Your WhatsApp Chatbot with Pabbly Chat Flow

Next, you will set up your WhatsApp chatbot using Pabbly Chatflow. To do this, go to the flow section in Pabbly Chatflow and click on “Add Flow”. This will allow you to create a new chatbot that collects lead information from users who interact with your WhatsApp account.

  • Select the trigger event as “Template Selected”.
  • Create a promotional message template that includes a quick reply button for booking a site visit.
  • Share the template with your contacts through a broadcast message.

Once your template is shared, any user who clicks the “Book Site Visit” button will trigger the chatbot flow. This setup is essential for automating lead collection through WhatsApp.

3. Collecting Lead Information Through the Chatbot

After your chatbot is set up, it’s time to collect lead information. The first question should be to gather the user’s full name. Use the “Ask Question” node to prompt the user for their name, and ensure the response is saved in a contact custom field in Pabbly Chatflow.

Continue to add questions for the following information:

  • Phone Number
  • Email Address
  • Type of Property
  • Date and Time of Site Visit

Each piece of information collected will be stored in the respective custom fields, ensuring that you have a complete record of the lead’s details.

4. Integrating WhatsApp with Google Sheets Using Pabbly Connect

To finalize the integration, you need to connect WhatsApp to Google Sheets using Pabbly Connect. In your Pabbly Connect dashboard, create a new workflow and select “Pabbly Chat Flow” as the trigger app with the event “New Message Received”.

Copy the generated webhook URL and paste it into the API request node in your chatbot flow. This URL is essential for sending the collected lead data to Google Sheets.

  • Select the method as POST to send data to Pabbly Connect.
  • Map the collected lead information to the respective fields in Google Sheets.
  • Test the integration to ensure data is being sent correctly.

This setup allows for seamless data transfer from WhatsApp to Google Sheets, automating the lead collection process for your real estate business.

5. Testing the Integration and Finalizing the Workflow

After setting up the entire flow, it’s crucial to test the integration. Click on the “Run Test” option in Pabbly Connect to ensure that the data is being captured correctly. You should see a status of 200, indicating that the webhook is functioning properly.

Once the test is successful, finalize your workflow by saving all changes. The last step is to send a test message through WhatsApp to see if the lead data is correctly recorded in Google Sheets. If everything works as intended, your integration is complete!

Conclusion

This tutorial has demonstrated how to integrate WhatsApp with Google Sheets using Pabbly Connect. By following these steps, you can automate lead collection for your real estate business efficiently. Streamline your processes and keep your records organized with this powerful integration.