Automate Sending Google Forms Link via WhatsApp Using Pabbly Connect

Learn how to automate sending Google Forms links through WhatsApp using Pabbly Connect. This step-by-step guide covers everything you need for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of sending Google Forms links via WhatsApp, you need to access Pabbly Connect. Begin by typing the URL in your browser to reach the homepage of Pabbly Connect. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button. After creating your account, you will receive 100 free tasks monthly to explore Pabbly Connect’s features. Existing users can directly sign in to access the dashboard where you can create and manage your workflows.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. You can name it something like ‘Send Google Forms Link on WhatsApp’.

After naming your workflow, select the folder where you want to save it. Once you click on ‘Create’, you will see two windows open for trigger and action settings. The trigger initiates the workflow, while the action executes the tasks based on the trigger.

• Name your workflow appropriately.
• Select the folder to save your workflow.
• Understand the trigger-action relationship.

Once the workflow is created, you can proceed to set up the trigger and action applications for your automation.

3. Setting Up the Trigger in Pabbly Connect

The first step in your automation is setting up the trigger in Pabbly Connect. Click on the trigger application and select ‘Schedule’. This feature allows you to schedule when the workflow will run. You can set it to run at a specific time or regularly.

For this tutorial, select the option to run the workflow only once. Choose the date and time you want the workflow to be initiated. For example, if you want it to run at 11:35 AM today, set that time and click ‘Save’. This sets your workflow to trigger at the specified time.

• Select ‘Schedule’ as the trigger application.
• Set the desired date and time for the workflow.
• Click ‘Save’ to schedule the trigger.

Once the trigger is set, you can move on to the action steps where you will retrieve data from Google Sheets.

4. Configuring Action Steps in Pabbly Connect

In this section, you will configure the action steps using Pabbly Connect. Start by selecting Google Sheets as your action application. Choose the action event as ‘Get Rows’ to retrieve the student details stored in your Google Sheets.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. Sign in with your Google account and grant permission for Pabbly Connect to access your Google Sheets. After connecting, select the spreadsheet containing your student data.

Choose Google Sheets as the action application. Select ‘Get Rows’ as the action event. Connect your Google account and select the relevant spreadsheet.

Once the data is retrieved, you can proceed to format it for sending through WhatsApp using the next action step.

5. Sending WhatsApp Messages Using Pabbly Connect

For the final action, you will send WhatsApp messages using Pabbly Connect and Wati. Click on the ‘+’ icon to add another action step and select Wati as your application. Choose ‘Send Template Message’ as the action event.

Connect your Wati account by entering the API endpoint and access token from your Wati dashboard. Once connected, you’ll need to fill in the details for the WhatsApp message, including the recipient’s number and the message template you created.

Select Wati as the action application. Fill in the WhatsApp number and message template details. Click ‘Save’ to send the message.

Once everything is set, you can test the workflow to ensure that the message is sent correctly to the intended recipients.

Conclusion

In this tutorial, you learned how to automate sending Google Forms links via WhatsApp using Pabbly Connect. By following the steps outlined, you can streamline your communication process and ensure that your students receive important links effortlessly. This integration not only saves time but also enhances engagement through automated messaging.