Automate Sending Feedback Forms via WhatsApp Using Pabbly Connect

Learn how to automate sending feedback forms to customers via WhatsApp using Pabbly Connect, Google Sheets, and WhatsApp Cloud API in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of sending feedback forms via WhatsApp, access Pabbly Connect by visiting the official website. Once there, sign in to your existing account or create a new one to begin your automation journey.

After signing in, you will see the dashboard where all Pabbly applications are listed. Click on the ‘Access Now’ button under the Pabbly Connect section to enter the main interface. From there, you can create a new workflow for your automation needs.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automation. Click on the ‘Create Workflow’ button located in the top right corner of your dashboard. A dialog box will appear, prompting you to name your workflow and select a folder for organization.

• Name your workflow something descriptive, like ‘Send Feedback Forms via WhatsApp’.
• Select an appropriate folder, such as ‘WhatsApp Automations’.
• Click on ‘Create’ to finalize your workflow setup.

This setup ensures that your workflow is organized and ready for the next steps in the automation process. After creating the workflow, you will see the trigger and action windows where you can define the automation process.

3. Setting Up Google Sheets as a Trigger

The first step in the automation process is setting up Google Sheets as the trigger application in Pabbly Connect. Click on the trigger application option and select Google Sheets. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This ensures that whenever a new customer is added, the automation will initiate.

After selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL needs to be copied and integrated into Google Sheets. Open your Google Sheets, navigate to ‘Extensions’, and select ‘Pabbly Connect Webhooks’ to set it up.

• Click on ‘Initial Setup’ and paste the copied webhook URL.
• Specify the trigger column (e.g., Column D) where the customer data will be added.
• Click ‘Submit’ to save the configuration.

By successfully setting up Google Sheets as a trigger, you enable Pabbly Connect to capture customer data automatically as it is entered into the spreadsheet.

4. Sending WhatsApp Messages via Pabbly Connect

After configuring Google Sheets, the next step in Pabbly Connect is to set up the action application, which will be WhatsApp Cloud API. Select WhatsApp Cloud API as your action application and choose the action event ‘Send Template Message’. This allows you to send a pre-defined message template to the customer.

To connect WhatsApp Cloud API with Pabbly Connect, you need to provide necessary credentials such as the token, phone number ID, and WhatsApp Business Account ID. Once these details are entered, click ‘Save’ to establish the connection. Make sure to select the message template you created for sending feedback forms.

Map the recipient’s mobile number from the Google Sheets data. Insert the customer’s name and feedback form link into the message template. Click ‘Save and Send Test Request’ to test the integration.

Upon successful configuration, Pabbly Connect will send the WhatsApp message with the feedback form link to the customer, automating the feedback collection process.

5. Testing and Verifying the Integration

After setting up the automation in Pabbly Connect, it’s crucial to test the integration to ensure everything works smoothly. Enter a new customer’s details into your Google Sheets, including their name and mobile number. This action should automatically trigger the workflow you created.

Once the data is entered, check your WhatsApp to see if the message with the feedback form link has been sent. If the message appears successfully, it confirms that your integration between Google Sheets and WhatsApp via Pabbly Connect is functioning correctly.

If you encounter any issues, revisit the steps to ensure all configurations were done accurately. Testing the integration ensures that your business can efficiently collect feedback from customers automatically.

Conclusion

In this tutorial, we explored how to automate sending feedback forms to customers via WhatsApp using Pabbly Connect, Google Sheets, and WhatsApp Cloud API. This integration significantly streamlines the feedback collection process, enhancing customer engagement and satisfaction. By leveraging Pabbly Connect, businesses can efficiently manage customer communications and improve service quality.