How to Take Cake Orders Online & Send WhatsApp Messages to Customers Using Pabbly Connect

Learn how to take cake orders online and send WhatsApp messages to customers using Pabbly Connect. Follow this 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

Accessing Pabbly Connect for Cake Orders

To take cake orders online and send WhatsApp messages to customers, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website in your browser. If you’re a new user, click on the ‘Sign up for free’ button to create an account, which allows you to get 100 tasks each month for free.

Once logged in, you will be directed to the applications page. Click on Pabbly Connect to access your dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation for sending WhatsApp messages when cake orders are placed.

Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that integrates Google Forms and WhatsApp using Pabbly Connect. After clicking ‘Create Workflow’, name it ‘Take Cake Orders Online and Send WhatsApp Message to Customers’. This workflow will include triggers and actions that facilitate the entire process.

For the trigger application, search for Google Forms and select the event as ‘New Response Received’. This will initiate the automation whenever someone fills out the order form. Next, you will set up actions using Pabbly Connect to create a payment link via Instamojo and send a WhatsApp message using WhatsApp Cloud API. The steps are as follows:

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Add Instamojo for creating a payment link.
• Use WhatsApp Cloud API to send the message.

With these actions set, you are ready to proceed to the next steps of linking your Google Form to Google Sheets and configuring the necessary settings in Pabbly Connect.

Linking Google Forms to Google Sheets

After setting up your workflow in Pabbly Connect, the next step is to link your Google Form to Google Sheets. This is essential for capturing order details submitted by customers. In your Google Form, navigate to the ‘Responses’ tab and click on ‘Link to Sheets’ to create a new spreadsheet.

Once linked, you will create a Google Sheet named ‘Bliss Bakery Order Form Responses’. This sheet will automatically populate with the responses from your Google Form. Ensure that the columns in the sheet correspond to the questions asked in the form, such as name, email, phone number, address, delivery date, and cake type.

To connect this Google Sheet to Pabbly Connect, you will need to set up a webhook. This involves installing the Pabbly Connect Webhooks extension in Google Sheets. Follow these steps:

• Go to Extensions and find Pabbly Connect Webhooks.
• Select Initial Setup and paste the webhook URL from Pabbly Connect.
• Set the trigger column where new data will be sent to Pabbly Connect.

Once these configurations are complete, your Google Form is now effectively linked to Pabbly Connect and ready to capture responses.

Sending WhatsApp Messages to Customers

With the Google Form submissions now captured in Google Sheets, you can set up the action to send WhatsApp messages using Pabbly Connect. This requires connecting to the WhatsApp Cloud API. Start by adding a new action in your workflow and selecting WhatsApp Cloud API as the action application.

Next, choose the action event as ‘Send Template Message’. You will need to provide the necessary credentials, including your WhatsApp Business Account ID and access token. Once connected, select the message template you created for order confirmations. This template should include variables for customer name, cake type, quantity, address, and delivery date.

To ensure that the message is personalized, you will map the fields from the Google Sheets response into your WhatsApp message template. This mapping allows the message to dynamically change based on each customer’s order details. The final step is to test the automation to confirm that the WhatsApp message is sent successfully whenever a new order is placed.

Conclusion

In this tutorial, we demonstrated how to take cake orders online and send WhatsApp messages to customers using Pabbly Connect. By integrating Google Forms, Google Sheets, Instamojo, and WhatsApp Cloud API, you can streamline your bakery order process and enhance customer communication effectively.

Using Pabbly Connect simplifies the automation of these tasks, ensuring that every order is acknowledged promptly with a personalized message. This setup not only improves efficiency but also enhances customer satisfaction through timely notifications.