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Track Every WhatsApp Lead in Google Sheets Automatically

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp and Google Sheets Integration

To start automating WhatsApp lead tracking in Google Sheets, first access Pabbly Connect. Open a new tab and visit the Pabbly Connect website. If you’re new, sign up for a free account to receive 100 free tasks every month.

Once logged in, you can begin creating your integration. Pabbly Connect allows you to connect various applications seamlessly, including WhatsApp and Google Sheets. After signing up, you can explore the available plans, but starting with the free account is a great way to test the platform’s capabilities.

2. Creating a Webhook in Pabbly Connect

The next step involves setting up a webhook to capture incoming WhatsApp messages. In your Pabbly Connect dashboard, create a new workflow by selecting the Webhook option. This webhook will serve as a trigger to capture data from WhatsApp.

Click on “Create Workflow” and name it.
Copy the generated webhook URL.
Go to your WhatsApp integration settings and paste the webhook URL.

Once the webhook is set up, send a test WhatsApp message to ensure that Pabbly Connect is capturing the data correctly. This integration will allow you to track leads automatically without manual input.

3. Testing the Webhook with a WhatsApp Message

After setting up the webhook, it’s crucial to test it to ensure it’s functioning correctly. Send a WhatsApp message to your designated number. For instance, you might send a message saying, “Can you help me please?” This message will trigger the webhook.

Check your Pabbly Connect dashboard to see if the webhook captured the message. You should see the details of the message and the sender’s phone number displayed in the Pabbly Connect interface, confirming that the integration is working.

4. Adding Google Sheets as an Action in Pabbly Connect

Now that the webhook is tested and working, the next step is to add Google Sheets as an action step in your workflow. Select the “Google Sheets” option in Pabbly Connect and choose the action to “Add New Row” to your spreadsheet.

Authenticate your Google account and choose the spreadsheet where you want to store the WhatsApp lead data. Map the fields from the webhook to the corresponding columns in your Google Sheets. For example, the message content should go into one column, and the sender’s phone number into another.

5. Finalizing the Integration and Testing

After mapping the fields, send a test request to Google Sheets from Pabbly Connect. This will create a new row in your selected spreadsheet with the WhatsApp lead information. Verify that the data appears correctly in Google Sheets.

If everything works as expected, your integration is complete! Now, every time you receive a new WhatsApp message, it will automatically be logged in your Google Sheets, streamlining your lead management process. This setup not only saves time but also ensures that no leads are missed.

Conclusion

By following this tutorial, you can efficiently integrate WhatsApp with Google Sheets using Pabbly Connect. Automate your lead tracking process and ensure that all incoming messages are recorded seamlessly. Start using Pabbly Connect today to enhance your business operations!