Create Order Form & Take Orders for Grocery or Pharmacy on WhatsApp Using Pabbly Connect

Learn how to create an order form and take orders for grocery or pharmacy on WhatsApp using Pabbly Connect. Step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create an order form and take orders on WhatsApp, you need to start with Pabbly Connect. This platform serves as the integration hub connecting Google Forms, WhatsApp, and other applications seamlessly. First, visit the Pabbly Connect website and sign in or create an account.

After logging in, you’ll be directed to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Google Forms and WhatsApp Integration’ to keep it organized.

2. Integrating Google Forms with Pabbly Connect

Next, you will set up Google Forms as the trigger in Pabbly Connect. This means that every time a form is filled out, it will trigger an action in WhatsApp. In the trigger setup, select Google Forms and choose the event ‘New Response in Spreadsheet’ as the trigger.

• Select Google Forms as the trigger app.
• Choose ‘New Response in Spreadsheet’ as the trigger event.
• Connect your Google account to Pabbly Connect.

After setting up the trigger, fill out your Google Form and ensure that it includes essential fields like name, phone number, groceries, and delivery address. This data will be sent to Pabbly Connect whenever a customer submits the form.

3. Creating a Google Sheet for Responses

Now, you need to link your Google Form to a Google Sheet, which will collect all the responses. Open your Google Form and navigate to the ‘Responses’ tab. Click on the green spreadsheet icon to create a new spreadsheet.

• Create a new spreadsheet for your form responses.
• Ensure that the spreadsheet has columns matching your form fields.
• Remember the last data entry column, as it will be crucial for the integration.

This Google Sheet will automatically update with each new response, allowing Pabbly Connect to capture the data and send it to WhatsApp.

4. Setting Up WhatsApp Integration via Pabbly Connect

With the Google Sheet ready, you can now set up WhatsApp as the action in Pabbly Connect. Choose Chat API as the app for sending WhatsApp messages. In the action event, select ‘Send Message’ and connect your Chat API account.

To configure the message, you will need the API URL and token from your Chat API dashboard. Once you have this information, paste it into the respective fields in Pabbly Connect and set up the message you want to send to the customer.

5. Testing the Integration

After configuring everything, it’s time to test your integration. Fill out the Google Form as a customer would, providing a name, phone number, and grocery items. Upon submission, the data should populate in your Google Sheet.

Check Pabbly Connect to see if it captured the response. If everything is set up correctly, the customer should receive a WhatsApp message confirming their order. This message will include the items they ordered and their delivery address, demonstrating the successful integration of Google Forms and WhatsApp through Pabbly Connect.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect allows you to automate the process of taking orders for groceries or pharmacy items via WhatsApp. By integrating Google Forms, Google Sheets, and Chat API, you create a smooth workflow that enhances customer experience and efficiency.