How to Automatically Send Feedback Forms to Customers via WhatsApp Using Pabbly Connect

Learn how to automate sending feedback forms to customers via WhatsApp using Pabbly Connect. Step-by-step guide to streamline your customer feedback process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of sending feedback forms via WhatsApp, first, access Pabbly Connect. This platform is essential for integrating your applications seamlessly. If you are a new user, you can sign up for free and receive 100 tasks every month.

After logging in, navigate to the Pabbly Connect dashboard. Here, you will see various applications. Click on Pabbly Connect to begin creating your workflow. This is where you will set up the automation to send feedback forms automatically whenever you add customer details in Google Sheets.

2. Creating a Workflow in Pabbly Connect

Once in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow. Enter a relevant name, such as ‘Automatically Send Feedback Forms to Customers via WhatsApp.’ Then, select a specific folder to save this workflow.

• Click on the ‘Create’ button to finalize the workflow setup.
• This action will open two sections: Trigger and Action.
• You will set the Trigger application to Google Sheets.

After setting the trigger, you will need to select the trigger event as ‘New or Updated Spreadsheet Row.’ This selection will allow Pabbly Connect to capture data whenever new customer details are added to your Google Sheets. Following this, you’ll receive a webhook URL to connect Google Sheets with Pabbly Connect.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, copy the provided webhook URL. Open your Google Sheets, click on ‘Extensions,’ then select ‘Add-ons,’ and finally ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already done so.

• After installation, refresh the Google Sheets page.
• Go back to ‘Extensions,’ select ‘Pabbly Connect Webhooks,’ and click on ‘Initial Setup.’
• Paste the webhook URL and specify the trigger column (e.g., Column D).

After completing these steps, click on the ‘Submit’ button. You will see a confirmation message indicating that the setup was successful. Now, whenever you enter customer data in the specified column, Pabbly Connect will capture the response automatically.

4. Sending Feedback Forms via WhatsApp Using Pabbly Connect

Next, you will set up the action step in Pabbly Connect. Choose WhatsApp Cloud API as the action application. This integration allows you to send messages to customers directly via WhatsApp. Select the action event as ‘Send Template Message’ to utilize your pre-defined message template.

To connect WhatsApp Cloud API with Pabbly Connect, you need to provide the required credentials such as the token, phone number ID, and WhatsApp business account ID. Click on the ‘Add New Connection’ button and fill in these details accurately.

Ensure you have generated a permanent access token for seamless integration. Select the feedback form template you created earlier. Map the recipient’s mobile number from the previous step.

After mapping the required fields, click on the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation message, indicating that the WhatsApp message has been sent to the customer with the feedback form link.

5. Conclusion

By following the steps outlined above, you can effectively use Pabbly Connect to automate the process of sending feedback forms via WhatsApp. This integration not only saves time but also enhances customer engagement. Automating feedback collection helps businesses improve their services and strengthen customer relationships.

Utilizing Pabbly Connect for this purpose ensures a streamlined workflow, allowing for efficient feedback management. Start automating your feedback process today to reap the benefits of enhanced customer interactions.