Automate WhatsApp Messages for Typeform Inquiries with Pabbly Connect

Learn how to send automated WhatsApp messages for Typeform inquiries and log details in Google Sheets using Pabbly Connect. Step-by-step tutorial included. 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 Automation

To start sending automated WhatsApp messages for Typeform inquiries, you first need to access Pabbly Connect. Go to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the Pabbly dashboard. Here, you can access various applications, but we will focus on Pabbly Connect. Click on the ‘Access Now’ button to enter the Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you need to create a new workflow for your automation process. Click on the ‘Create Workflow’ button located at the top right corner of the screen. A dialog box will appear asking for a workflow name and folder selection.

• Name your workflow: ‘Send Automated WhatsApp Message for Typeform Inquiries and Add Details in Google Sheets’.
• Select a folder to save your workflow, for example, ‘Typeform Automations’.

After naming your workflow and selecting the folder, click ‘Create’. This will set up your workflow environment in Pabbly Connect.

3. Setting Up the Trigger with Typeform

The next step is to set up the trigger for your workflow using Typeform. In Pabbly Connect, select Typeform as your trigger application. For the trigger event, choose ‘New Entry’. This will allow the automation to capture responses whenever a new form submission is made.

Click the ‘Connect’ button to establish a connection with Typeform. If you have not connected Typeform before, you will need to add a new connection. After clicking on ‘Add New Connection’, authorize Pabbly Connect to access your Typeform account by clicking the ‘Accept’ button when prompted.

4. Sending WhatsApp Messages Using Pabbly Connect

Once the trigger is set up, the next step is to send a WhatsApp message. For this, select ‘WhatsApp by AI’ as your action application in Pabbly Connect. Choose the action event ‘Send Template Message’. This allows you to send a customized message to the students who filled out the Typeform.

• Enter your API key from your WhatsApp account to connect it to Pabbly Connect.
• Map the mobile number and student name from the Typeform response to personalize the message.

After mapping the necessary fields, click the ‘Save and Send Test Request’ button to verify that the WhatsApp message is sent successfully. You should receive a confirmation message in your WhatsApp account.

5. Logging Inquiry Details to Google Sheets

To complete the automation, you will also want to log the inquiry details into Google Sheets. In Pabbly Connect, add another action step and select Google Sheets as the application. For the action event, choose ‘Add New Row’. This allows you to create a new entry in your spreadsheet whenever a form submission is made.

Connect your Google Sheets account to Pabbly Connect by clicking on ‘Connect’ and authorizing access. Once connected, select the spreadsheet you want to use for logging inquiries and specify the sheet where the data should be recorded.

Map the fields such as first name, last name, email, phone number, and course interested in from the Typeform submission. Click on ‘Save and Send Test Request’ to ensure the data is logged correctly.

After completing these steps, you will have successfully set up an automation that sends WhatsApp messages to students and logs their inquiries in Google Sheets using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages for Typeform inquiries and log the details in Google Sheets using Pabbly Connect. This integration streamlines communication and ensures efficient tracking of inquiries.