Integrate Google Forms with WhatsApp Using Pabbly Connect

Learn how to automate document creation from Google Forms and send it via WhatsApp using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, access the dashboard. Pabbly Connect is the central platform that allows you to integrate various applications, including Google Forms and WhatsApp. using Pabbly Connect

If you are a new user, sign up to create an account. Existing users can simply log in. Upon account creation, you’ll receive 100 free tasks, which helps you get started easily.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button found on the right side of the dashboard. using Pabbly Connect

• Name your workflow according to your objective, such as ‘Create Document from Google Forms Responses and Send on WhatsApp’.
• Select the trigger application, which is Google Forms, and set the event to ‘New Response Received’.
• Copy the webhook URL provided by Pabbly Connect to connect it with Google Forms.

After setting up the trigger, you will see a webhook URL. This URL acts as a bridge between Pabbly Connect and Google Forms for data transfer.

3. Configuring Google Forms for Pabbly Connect

Now, navigate to your Google Form and ensure it is set up correctly. Make sure to toggle the last field to required, so responses are always captured. using Pabbly Connect

• Link your Google Form to a Google Sheet for response storage.
• Use the three dots in the Responses tab to select ‘Destination for Responses’ and link to a new or existing spreadsheet.

Once the Google Sheet is linked, your form responses will be automatically populated, allowing Pabbly Connect to access this data for further processing.

4. Creating Documents from Form Responses Using Pabbly Connect

After setting up your Google Forms, return to Pabbly Connect to create a Google Docs document from the responses received. Select Google Docs as your action application and choose the action event as ‘Create Document from Template’. using Pabbly Connect

Map the required fields from the Google Form responses to your Google Docs template. For example, include fields like name, email, and course name in your document.

Ensure that you have a pre-created template document in Google Docs. Specify the document’s location in your Google Drive for easy access.

Once the document is created, Pabbly Connect will return the document ID, which you will use in the next steps.

5. Sending a WhatsApp Message with Pabbly Connect

Finally, to send the created document via WhatsApp, add another action step in Pabbly Connect, selecting WhatsApp by AI Sensi as your application. using Pabbly Connect

In this step, you will need to provide the API key from your WhatsApp by AI Sensi account to connect it with Pabbly Connect. Once connected, set up the message template to include the document link and other details.

Make sure to include variables in your message template to personalize the message. Map the user’s mobile number and other necessary parameters before sending the message.

Once everything is set up, send a test request to ensure the message is delivered successfully on WhatsApp, confirming that your integration is complete.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of creating a document from Google Forms responses and sending it via WhatsApp. This integration simplifies communication and documentation effectively.