Integrate WhatsApp, Google Sheets, and Zoho CRM Using Pabbly Connect

Learn how to automate the integration of WhatsApp, Google Sheets, and Zoho CRM using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, sign in to your account. This platform is essential for integrating WhatsApp, Google Sheets, and Zoho CRM seamlessly. After logging in, you will land on the Pabbly Connect dashboard, where you can create new workflows.

Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Add Customer Details to Google Sheets and Zoho CRM, then Send Notifications on WhatsApp.’ This naming helps in identifying the workflow later. Once named, click on ‘Create’ to proceed.

2. Setting Up the Trigger with Graphy

The next step involves setting up the trigger application in Pabbly Connect. In this case, the trigger application will be Graphy, which is a learning management system. Select Graphy as your trigger application and choose the trigger event as ‘Success Transaction.’ This event will activate the workflow when a payment is successful.

• Select Graphy as the trigger application.
• Choose the trigger event ‘Success Transaction’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your Graphy account. Go to the Integrations section, select Pabbly Connect, and paste the copied URL. This establishes a connection between Graphy and Pabbly Connect, allowing data transfer when a transaction occurs.

3. Adding Customer Data to Google Sheets

Once the trigger is set, the next action is to add customer details to Google Sheets using Pabbly Connect. For this, select Google Sheets as your action application. Choose the action event as ‘Add New Row’ to insert the collected data into your spreadsheet.

Connect your Google account to Pabbly Connect and select the spreadsheet where you want to store the data. Map the fields from the previous step, such as first name, last name, email address, phone number, course name, and amount paid. This mapping ensures that the correct data goes into the right columns.

• Select Google Sheets as the action application.
• Choose ‘Add New Row’ as the action event.
• Map the customer data fields from Graphy to Google Sheets.

After mapping the fields, save and send a test request to ensure the data populates correctly in your Google Sheets. This step confirms that the integration between Graphy and Google Sheets is functioning as intended through Pabbly Connect.

4. Creating a Contact in Zoho CRM

The next integration step involves creating a contact in Zoho CRM using Pabbly Connect. Select Zoho CRM as your action application and choose the action event ‘Create Contact.’ This will allow you to automatically add new customer details into your Zoho CRM database.

Connect your Zoho CRM account by entering the domain and authorizing Pabbly Connect to access your account. Once connected, map the fields such as first name, last name, email, phone number, and course title to their respective fields in Zoho CRM. This ensures that each new customer is correctly recorded in your CRM.

Select Zoho CRM as the action application. Choose ‘Create Contact’ as the action event. Map the necessary fields from the previous step.

After mapping, click on ‘Save and Send Test Request’ to create a contact in Zoho CRM. This step ensures that Pabbly Connect successfully integrates the customer data from Graphy into Zoho CRM.

5. Sending WhatsApp Notifications

The final step in this automation process is to send a WhatsApp notification to the customer using Pabbly Connect. For this, select the Interact application and choose the action event ‘Send WhatsApp Template Message.’ This allows you to notify customers about their successful transactions.

Connect your Interact account, enter the necessary details such as the phone number and template code, and map the variables accordingly. The WhatsApp message can include personalized information such as the customer’s name and course details, enhancing customer experience.

Select Interact as the action application. Choose ‘Send WhatsApp Template Message’ as the action event. Map customer details to the WhatsApp message template.

After configuring the message template, click on ‘Save and Send Test Request’ to send the notification. This step verifies that Pabbly Connect can successfully send messages through WhatsApp to the customer after their transaction.

Conclusion

This tutorial demonstrates how to integrate WhatsApp, Google Sheets, and Zoho CRM using Pabbly Connect. By following these steps, you can automate customer data management and enhance communication through WhatsApp notifications.