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WhatsApp Chatbot Se Leads Collect Karein (Step-by-Step)

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To start automating lead data collection, first, access Pabbly Connect by navigating to chatflow.pabbly.com. Sign up or log in to your account to access the dashboard.

Once logged in, you will need to connect your WhatsApp number to your Pabbly Connect account. After that, go to the “Flows” option in the left menu to reach the flow builder page, where you will create your WhatsApp chatbot.

2. Creating Your WhatsApp Chatbot

In the flow builder, the first step is to set up a trigger event that will initiate your chatbot. Select the “Keyword Reject” trigger, which will activate when a specific keyword is received in WhatsApp.

Choose the keyword that will trigger the chatbot.
Add a welcome message that users will see when they interact with the bot.
Include a button for users to explore services offered.

After setting the trigger, drag and drop the message and action blocks to build your chatbot. This will allow you to engage users and gather their information effectively.

3. Collecting Lead Data through the Chatbot

Next, you will need to collect lead data, such as the user’s name, business name, and email address. Add questions in the action block to gather this information.

Ask for the user’s full name and store it in a contact custom field.
Request the business name and email address similarly.
Ensure all responses are saved in the appropriate fields.

Once the data is collected, you will use the API Request node to send this information to Google Sheets via Pabbly Connect. This allows you to store all lead data efficiently.

4. Integrating Google Sheets with Pabbly Connect

To save the collected data into Google Sheets, you need to set up an API request in Pabbly Connect. Select the Google Sheets application as your action app.

In the setup, choose the appropriate spreadsheet where you want to save the lead data. Map the fields from your chatbot responses to the corresponding columns in Google Sheets.

Select the spreadsheet named “Marketing Data”.
Map the user’s name, business name, email, and service type to the correct columns.
Ensure dynamic mapping is set up for each response.

After mapping, click the save button to finalize the integration. Now, every time a user interacts with your WhatsApp chatbot, their information will automatically be saved in Google Sheets through Pabbly Connect.

5. Sending Confirmation Messages

Once the data is saved, it’s essential to send a confirmation message back to the user. Use the text button node to create this confirmation message.

Enter a friendly confirmation message that reassures users that their information has been successfully collected. This enhances user experience and builds trust.

Create a message confirming data receipt.
Ensure the message is clear and concise.
Test the confirmation message to ensure it appears correctly in WhatsApp.

After setting up the confirmation message, click the save button in your flow builder. Your WhatsApp chatbot is now fully functional, collecting lead data seamlessly through Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate lead data collection using Pabbly Connect. By setting up a WhatsApp chatbot, you can efficiently gather user information and store it in Google Sheets, enhancing your lead management process.