Automate WhatsApp Messages and Google Sheets with Pabbly Connect

Learn how to automate WhatsApp messages and Google Sheets integration using Pabbly Connect with Elementor forms. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages and integrating Google Sheets, first access Pabbly Connect. This powerful tool helps connect various applications seamlessly. Simply visit the Pabbly Connect website and either sign in or create a new account.

After logging in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your automation process. Pabbly Connect will facilitate the integration between your chosen applications.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the process. Name your workflow, such as ‘Send Automated WhatsApp Message on Elementor Form Submission and Add Details in Google Sheets’. Select a folder for organization, then click ‘Create’.

• Click on ‘Create Workflow’ in the top right corner.
• Enter the workflow name and select a folder.
• Click on ‘Create’ to finalize your workflow setup.

With your workflow created, it’s time to set up the trigger. Select Elementor as the trigger application since you will be using Elementor forms to collect leads. This integration is crucial for automating your lead responses through Pabbly Connect.

3. Setting Up the Trigger with Elementor

To set up the trigger in Pabbly Connect, choose Elementor and select the event ‘New Form Submission’. This will allow Pabbly Connect to capture the details whenever a new form is submitted.

Once you select the trigger event, a webhook URL will be generated. Copy this URL and navigate to your Elementor form settings in WordPress. Under the ‘Actions After Submit’ section, select ‘Webhook’ and paste the copied URL. This connects your Elementor form to Pabbly Connect, ensuring that every submission is captured.

4. Integrating Google Sheets with Pabbly Connect

After setting up the trigger, the next step is to integrate Google Sheets. In your workflow, choose Google Sheets as the action application and select the event ‘Add a New Row’. This allows you to automatically add lead details to your spreadsheet.

• Select the Google Sheets action and connect your Google account.
• Choose the spreadsheet and specific sheet where you want to add data.
• Map the fields from your Elementor form to the corresponding columns in Google Sheets.

This integration ensures that every time a form is submitted, the details are logged in Google Sheets, helping you keep track of all leads effectively through Pabbly Connect.

5. Sending Automated Messages via WhatsApp Cloud API

The final step in this automation process is sending an automated WhatsApp message using the WhatsApp Cloud API. In your workflow, add another action step and select WhatsApp Cloud API as the application.

Choose the action event ‘Test Send Template Message’. You will need to connect your WhatsApp Cloud API account by entering your access token and phone number ID. After setting up the connection, select the template you want to use for your message.

Map the lead’s phone number and customize the message body using variables to personalize the response. Once everything is set, click on ‘Save and Send Test Request’ to send your automated message. This integration through Pabbly Connect allows you to respond to leads promptly and efficiently.

Conclusion

In this tutorial, we’ve explored how to automate WhatsApp messages and integrate Google Sheets using Pabbly Connect with Elementor forms. This workflow streamlines lead management and enhances communication efficiency, allowing for better customer engagement and organization.