How to Send Appointment Reminders on WhatsApp for Google Forms Submissions Using Pabbly Connect

Learn how to automate appointment reminders on WhatsApp using Pabbly Connect and Google Forms. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Appointment Reminders

To automate appointment reminders using Pabbly Connect, start by logging into your Pabbly Connect account. If you don’t have an account, create one by clicking on the ‘Sign Up Free’ button. This integration will connect Google Forms with WhatsApp for sending reminders.

Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. Here, name your workflow, for example, ‘Send Appointment Reminders via WhatsApp’. Click ‘Create’ to proceed and set up the trigger and action applications.

2. Selecting Google Forms as the Trigger Event

In the workflow setup within Pabbly Connect, select Google Forms as your trigger application. Choose the trigger event labeled ‘New Response Received’. This event will trigger whenever a new appointment is submitted through the Google Form.

After selecting the trigger event, you will receive a webhook URL. Copy this URL as it will be used to connect your Google Form to Pabbly Connect. Next, open the associated Google Sheets linked with your Google Form to set up the webhook.

• Open the Google Sheets linked to your Google Form.
• Click on Extensions, then Add-ons, and select ‘Get Add-ons’.
• Search for ‘Pabbly Connect Webhooks’ and install it.

After installation, return to the Extensions menu, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the copied webhook URL here and set the trigger column to the last column of your data in the sheet. This setup ensures that whenever a new response is submitted, it will be sent to Pabbly Connect.

3. Testing the Webhook Connection

To test the webhook connection, fill out the Google Form with dummy details. For instance, enter a name, email, phone number, and appointment date. Submit the form to trigger the webhook and collect the data in the Google Sheet.

Once submitted, return to Pabbly Connect and check if the response data is received correctly. If successful, you will see the details populated in Pabbly Connect, confirming that the connection is working as intended.

• Ensure the data is recorded in the Google Sheet.
• Check for the presence of the timestamp and other details in Pabbly Connect.

Once the test data appears in Pabbly Connect, enable the ‘Send on Event’ option to ensure that new submissions automatically trigger the webhook.

4. Setting Up WhatsApp Reminders

After confirming the webhook connection, the next step is to set up WhatsApp reminders. To do this, add a new action step in Pabbly Connect and select the WhatsApp application for sending messages. Choose the action event ‘Send WhatsApp Message Template’.

Connect to the WhatsApp application by entering the required credentials, such as the secret key. This key can be obtained from the WhatsApp Cloud API. After connecting, map the phone number of the recipient and the message template you wish to send.

Map the recipient’s phone number from the Google Form submission. Enter the message template code and language. Ensure the template is approved in WhatsApp to send messages.

Once the mapping is complete, you can send a test message to verify if the reminders are being sent correctly via WhatsApp. Make sure to replace any dummy numbers with actual WhatsApp numbers for testing.

5. Finalizing the Automation Process

To finalize the automation process, ensure that all steps are properly configured in Pabbly Connect. You can add a delay step if you want the reminder to be sent one day before the appointment date. Use the delay function to set the timing.

Finally, review all the settings and ensure that the workflow is saved. Once everything is in place, your automation will send appointment reminders automatically to clients via WhatsApp whenever they submit an appointment request through Google Forms.

This integration not only saves time but also enhances customer experience by keeping them informed about their appointments. With Pabbly Connect, you can easily manage and automate this process without manual intervention.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate appointment reminders on WhatsApp for Google Forms submissions. By following the steps outlined above, you can streamline your appointment management process effectively.

Automating reminders enhances communication and reduces no-shows, making it a valuable tool for any service-based business. Start integrating with Pabbly Connect today for seamless automation!