Learn how to automate WhatsApp messages using Pabbly Connect with AI Sensei, Google Forms, and more. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating WhatsApp messages, you first need to set up Pabbly Connect. This platform allows you to integrate various applications seamlessly. Begin by creating a free account on Pabbly Connect, which can be done in just two minutes.

Once logged in, navigate to the dashboard. You will first need to create an account with AI Sensei and set up a Google Form to collect the necessary data. This form will be crucial for capturing user submissions that will trigger WhatsApp messages.

2. Creating a Message Template in AI Sensei

In order to send WhatsApp messages through AI Sensei, you must create a message template. This step is essential as WhatsApp requires approval for all message templates before they can be used. Go to the manage section in AI Sensei and select the template option.

  • Click on the new button to create a new template.
  • Select the marketing category and choose English as your language.
  • Compose your WhatsApp message, including variables for personalized content.

Once the template is created with all necessary details, submit it for approval. Remember, you can use variables to customize the message for each user, ensuring that their details are dynamically included in the WhatsApp messages sent through Pabbly Connect.

3. Creating a Workflow in Pabbly Connect

After your message template is approved, return to Pabbly Connect to create a workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Send WhatsApp Messages to Form Submitters’. This name can be flexible as it’s not tied to any specific form builder.

In the workflow setup, you will see two sections: Trigger and Action. The trigger will be set to ‘New Response in Google Forms’. This means that every time a new form submission is made, it will trigger the automation.

  • Copy the webhook URL provided by Pabbly Connect.
  • Open your Google Form and link it to a Google Sheets spreadsheet.
  • Use the Pabbly Connect Webhook add-on in Google Sheets to connect the two applications.

Once the connection is established, every new submission in Google Forms will send the data to Pabbly Connect, allowing the next action to occur seamlessly.

4. Sending WhatsApp Messages Using AI Sensei

With the connection established, the next step is to set up the action in Pabbly Connect. This action will be to send a WhatsApp message using AI Sensei. Select the action event as ‘Send Template Message’ and click on connect.

When prompted, enter your API key from AI Sensei to establish the connection. After connecting, you will need to fill in several fields, including the campaign name and the mobile number of the user who submitted the form. Make sure to map the data correctly from the Google Forms submission to ensure personalized messages.

Map the mobile number with the correct country code. Provide the values for the variables in your message template. Test the connection to ensure the message is sent successfully.

Once everything is set up and tested, every time a user submits the Google Form, they will receive a WhatsApp message automatically, demonstrating the powerful integration capabilities of Pabbly Connect.

5. Finalizing Automation Settings in Pabbly Connect

To ensure that your automation runs smoothly, you need to finalize the settings in Pabbly Connect. Go back to your Google Sheets and enable the ‘Send on Event’ option in the Pabbly Connect add-on. This will allow the automation to trigger every time there is a new form submission.

It’s important to note that you should work in an incognito window or ensure that multiple Google accounts are not logged in simultaneously to avoid any conflicts with the integration. This ensures that the data is sent correctly and that the automation functions seamlessly.

Once the settings are confirmed, your automation is complete! Users will receive WhatsApp messages automatically with their details after they submit the form, showcasing the efficiency of using Pabbly Connect for such integrations.

Conclusion

By following this detailed tutorial, you can successfully automate WhatsApp messages using Pabbly Connect with AI Sensei and Google Forms. This integration not only saves time but also enhances communication with your users effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.