Automatically Schedule & Share Google Forms Link on WhatsApp Using Pabbly Connect

Learn how to automatically schedule and share Google Forms links on WhatsApp with Pabbly Connect. Step-by-step tutorial on integrating Google Sheets and WhatsApp Cloud API.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Scheduling WhatsApp Messages

Pabbly Connect is a powerful automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will use Pabbly Connect to automatically schedule and share Google Forms links via WhatsApp. This integration will help you send messages to multiple recipients efficiently.

To begin, you need to access Pabbly Connect. Simply navigate to the Pabbly Connect homepage by visiting their website. If you are new to the platform, you can sign up for a free account, which provides you with up to 300 tasks each month to explore its features.

2. Creating a Workflow in Pabbly Connect

Once you have logged into your Pabbly Connect account, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. You will be prompted to enter a name for your workflow.

• Name your workflow, for example, ‘Automatically Schedule and Share Google Forms Link on WhatsApp’.
• Select a folder to organize your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see the trigger and action setup options. The trigger will be set to schedule the workflow, and the actions will include Google Sheets and WhatsApp. This setup allows you to automate the process of sending WhatsApp messages with Google Forms links.

3. Setting Up the Trigger in Pabbly Connect

To automate the process, you need to set up a trigger in Pabbly Connect. Choose ‘Schedule by Pabbly’ as your trigger application. This will allow you to schedule when you want the workflow to run.

Specify how often you want the workflow to run. You can select options such as:

• Once (for a one-time schedule).
• Every day, every week, or specific dates of the month.

After configuring the schedule, click on the ‘Save’ button. This will ensure that your workflow is successfully scheduled, ready to trigger the next actions when the time comes.

4. Configuring Google Sheets in Pabbly Connect

Next, you will configure Google Sheets as an action application in Pabbly Connect. Select ‘Google Sheets’ and choose the action event as ‘Get Rows’. This action will retrieve the data stored in your Google Sheets.

To connect your Google Sheets account, click on the ‘Connect’ button. If you haven’t connected your Google Sheets account yet, select ‘Add New Connection’ and sign in with your Google account. After granting the necessary permissions, you will be able to select the spreadsheet that contains your student data.

Choose the spreadsheet named ‘Students Data’. Select the sheet, typically ‘Sheet1’. Specify the range of data you want to retrieve, for example, A2:C.

Once you have configured these settings, click on ‘Save and Send Test Request’ to ensure that the data is retrieved successfully from your Google Sheets.

5. Sending WhatsApp Messages Using Pabbly Connect

Now that you have retrieved the data from Google Sheets, it’s time to send WhatsApp messages using the WhatsApp Cloud API through Pabbly Connect. Add another action step and select ‘WhatsApp Cloud API’ as your action application, choosing the action event as ‘Send Template Message’.

To connect your WhatsApp Cloud API, click on ‘Connect’ and enter the required credentials, including your temporary access token, phone number ID, and WhatsApp business account ID. Make sure to have these details ready from your WhatsApp Cloud API setup.

Select the template you created for sending messages, such as ‘Feedback Form Link’. Map the recipient’s mobile number dynamically from the iterator step. Customize the message body with variables to personalize the message for each recipient.

After configuring the message template and recipient details, click on ‘Save and Send Test Request’. Check your WhatsApp to confirm that the message has been sent successfully to the intended recipients.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically schedule and share Google Forms links on WhatsApp. By integrating Google Sheets and WhatsApp Cloud API, you can efficiently communicate with multiple recipients. This process not only saves time but also enhances engagement, making it easier to collect feedback through Google Forms.