Create an Order Form and Take Orders for Grocery or Pharmacy on WhatsApp Using Pabbly Connect

Learn how to create an order form and take orders for grocery or pharmacy on WhatsApp using Pabbly Connect. Step-by-step tutorial included. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create an order form and take orders on WhatsApp, the first step is to access Pabbly Connect. This platform enables seamless integration between Google Forms and WhatsApp, allowing you to automate order confirmations.

Open your browser and navigate to the Pabbly Connect website. You can sign in or create a new account quickly. Once logged in, you will see the dashboard where you can start creating your workflow for integration.

2. Setting Up Google Forms with Pabbly Connect

Setting up Google Forms is essential for capturing customer orders. In this step, we will create a form that customers will fill out to place their orders.

• Create a new Google Form titled ‘Delivery of Groceries’.
• Add fields for name, phone number, groceries, and delivery address.
• Make the delivery address field mandatory to ensure it is filled out.

After creating the form, go to the responses tab and click on the create spreadsheet icon. This links your Google Form to a Google Sheet, which is crucial for the integration with Pabbly Connect.

3. Integrating Google Sheets with Pabbly Connect

Next, we will integrate Google Sheets with Pabbly Connect to capture the form responses automatically. This step is vital for sending order confirmation messages.

In your Google Sheet, click on the Add-ons menu and select Pabbly Connect Webhooks. If you haven’t installed it yet, search for it in the Google Workspace Marketplace and install it. After installation, refresh your Google Sheet to ensure the add-on is activated.

Now, go back to Add-ons, select Pabbly Connect Webhooks, and click on Initial Setup. Here, you will need to paste the webhook URL provided by Pabbly Connect and set the trigger column to the last data entry column (Column F). This setup allows the sheet to send data to Pabbly Connect whenever a new order is submitted.

4. Sending WhatsApp Messages via Pabbly Connect

After setting up Google Sheets, the next step is to send WhatsApp messages using Pabbly Connect. This requires connecting to Chat API, a third-party service for sending WhatsApp messages.

In your Pabbly Connect workflow, choose Chat API as your action app and select the Send Message action event. You will need to enter your API URL and token from your Chat API account. After connecting, map the phone number and create a personalized message using the data captured from the Google Form.

For instance, your message could say: ‘Hello [Customer Name], thanks for your order of [Items] which will be delivered to [Address].’ After composing the message, click on Save and Send Test Request to verify the integration.

5. Conclusion

In conclusion, using Pabbly Connect allows you to automate the process of taking orders through Google Forms and sending confirmations via WhatsApp. This integration enhances customer experience and simplifies order management.

By following the steps outlined, you can efficiently set up an order form and take orders for grocery or pharmacy services on WhatsApp, ensuring a smooth workflow for your business.