Automate WhatsApp Messages for New Leads Using Pabbly Connect

Learn how to automate WhatsApp messages for new leads using Pabbly Connect with Google Forms. Step-by-step tutorial for travel agencies. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages for new leads, first access Pabbly Connect. This platform will facilitate the integration between Google Forms and WhatsApp, streamlining your communication process.

Log into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, you will see the Pabbly applications dashboard, where you can select Pabbly Connect to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow that will automate the sending of WhatsApp messages. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.

• Name your workflow as ‘Send WhatsApp Message for New Leads Received via Google Forms’.
• Select a folder to save this workflow, such as ‘WhatsApp Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created, and you will see two main sections: Trigger and Action. The trigger identifies when an event occurs, while the action specifies what happens as a response.

3. Setting Up Google Forms as a Trigger in Pabbly Connect

For the trigger step, select Google Forms from the application list. This will allow you to capture new lead submissions directly from your Google Form.

Choose the trigger event as ‘New Response Received’ to ensure that every time a new lead submits the form, Pabbly Connect captures that response. After selecting this, Pabbly Connect will provide you with a webhook URL.

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Form and navigate to the ‘Responses’ section.
• Link the form to a new Google Sheets spreadsheet to store responses.

Once linked, you can set up the connection between Google Sheets and Pabbly Connect using the webhook URL you copied earlier.

4. Connecting Google Sheets to Pabbly Connect

In your Google Sheets, go to Extensions > Add-ons and search for Pabbly Connect Webhooks. Install this add-on if you haven’t already. After installation, return to the Extensions tab and select Pabbly Connect Webhooks, then choose ‘Initial Setup’.

Paste the webhook URL into the designated field and set the trigger column to the appropriate column where final data will be stored (for example, Column H). After clicking the ‘Submit’ button, you will see a confirmation message indicating successful setup.

Ensure to click on ‘Send on Event’ to activate the connection. Test the connection by submitting a sample response through your Google Form. Check if the response appears in both Google Sheets and Pabbly Connect.

With this setup, every new form submission will trigger data to be sent to Pabbly Connect.

5. Sending WhatsApp Messages to New Leads via Pabbly Connect

Now that Google Forms is integrated with Pabbly Connect, it’s time to set up the action step to send WhatsApp messages. Choose WhatsApp by AI Sensei as the action application.

Select the action event as ‘Send Template Message’. You will need to create a message template in your WhatsApp by AI Sensei account that includes variables for lead details. Once created, you can connect this template to Pabbly Connect by entering the API key from your AI Sensei account.

Map the phone number and lead’s name from the previous Google Forms response. Fill in the template parameters with the mapped data for a personalized message. Click ‘Save and Send Test Request’ to verify that the message is sent successfully.

Once the test is successful, your automation is complete. Now, every time a new lead submits their information via Google Forms, they will receive a personalized WhatsApp message automatically through Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for new leads captured through Google Forms. This integration not only saves time but also enhances customer engagement for your travel agency.