Learn how to integrate Google Forms with WhatsApp using Pabbly Connect to send automated messages on form submission. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for WhatsApp Integration
To send automated WhatsApp messages upon Google Forms submission, the first step is accessing Pabbly Connect. Navigate to the Pabbly Connect homepage and either sign in or sign up for a free account. New users will receive 100 free tasks each month, allowing you to explore the platform’s capabilities.
Once logged in, you will find the dashboard displaying all your workflows. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Send WhatsApp Messages on Google Form Submission’ and select a folder to save it in.
2. Setting Up Trigger and Action in Pabbly Connect
In Pabbly Connect, the next step is to define your trigger and action. Select ‘Google Forms’ as your trigger application and choose the trigger event as ‘New Response Received’. This event will initiate the workflow whenever a new form response is submitted.
- Select Google Forms as the trigger application.
- Choose ‘New Response Received’ as the trigger event.
- Copy the webhook URL provided by Pabbly Connect.
After setting up the trigger, proceed to configure the action. Select ‘WaBots’ as the action application and choose ‘Custom API Request’ as the action event. This setup allows you to send WhatsApp messages automatically using the WhatsApp API.
3. Linking Google Forms to Google Sheets
To ensure that form responses are captured properly, link your Google Form to a Google Sheet. In your Google Form, navigate to the ‘Responses’ tab and click on the ‘Link to Sheets’ option. Create a new spreadsheet for the responses.
Once linked, the Google Sheet will automatically capture responses, including fields like timestamp, name, email, and phone number. This information will be essential for sending automated messages via Pabbly Connect.
- Select ‘Link to Sheets’ in the Responses tab.
- Choose to create a new spreadsheet for the responses.
- Ensure the columns match the fields in your Google Form.
After setting up the Google Sheet, you can now proceed to connect it to Pabbly Connect by installing the Pabbly Connect Webhook add-on in Google Sheets. This will enable data to flow from Google Sheets to Pabbly Connect seamlessly.
4. Configuring Webhook in Google Sheets
In your Google Sheet, go to ‘Extensions’ and select ‘Pabbly Connect Webhook’ to configure the webhook settings. Here, you will need to enter the webhook URL and specify the trigger column. The trigger column is essential as it determines when data will be sent to Pabbly Connect.
Paste the webhook URL you copied earlier and set the trigger column to the one that corresponds to the last field you want to send (such as the phone number). After completing these steps, click on ‘Send Test’ to verify the connection.
Go to Extensions > Pabbly Connect Webhook. Paste the webhook URL in the designated field. Set the trigger column to the appropriate field.
After setting up the webhook, submit a test response in your Google Form to ensure that the data is captured correctly in the Google Sheet and sent to Pabbly Connect.
5. Sending WhatsApp Messages Using Pabbly Connect
With the integration set up, the next step is to send automated WhatsApp messages using Pabbly Connect and WaBots. In the action step, configure the API request to send the message. You will need to enter your WhatsApp Business Account ID and Access Token, which you can obtain from your WhatsApp API dashboard.
Once you have the necessary credentials, configure the message template that you want to send. Ensure that the message template is approved in your WaBots account. You can create a simple confirmation message like, ‘Hello, thank you for your response. We will get back to you soon with further details.’ After configuring the message, click ‘Save and Send Test Request’ to check if the message is delivered successfully.
Enter your WhatsApp Business Account ID and Access Token. Select the message template you created in WaBots. Click ‘Save and Send Test Request’ to deliver the message.
Once the message is sent successfully, your integration is complete. Now, every time a Google Form is submitted, an automated WhatsApp message will be sent to the responder, enhancing communication through the power of Pabbly Connect.
Conclusion
This tutorial demonstrated how to send automated WhatsApp messages on Google Forms submission using Pabbly Connect. By integrating Google Forms with WaBots, you can streamline communication effortlessly. This setup not only enhances customer engagement but also simplifies the process of managing responses efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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