Integrate WhatsApp and Google Drive Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp and Google Drive using Pabbly Connect. This tutorial covers every step for sending personalized video messages to new leads. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, access the dashboard by signing up or logging in. This platform is essential for integrating various applications like WhatsApp and Google Drive.

Once logged in, find the ‘Create Workflow’ tab on the right side. Click it to initiate your integration process. You will be prompted to name your workflow, which can be anything relevant to your task.

2. Setting Up the Trigger with Facebook Lead Ads

In this step, we will configure the trigger in Pabbly Connect. The trigger application will be Facebook Lead Ads, specifically the event for new leads. This integration allows automatic responses when new leads are generated.

• Select Facebook Lead Ads as the trigger application.
• Choose the trigger event as New Lead.
• Connect your Facebook account to authorize Pabbly Connect.

After connecting, select the page and lead generation form. Click on ‘Save and Send Test Request’ to ensure everything is set up correctly. You will need to perform a test submission to capture the webhook response.

3. Adding Data to Google Sheets

Now, we will use Pabbly Connect to add the captured lead information to Google Sheets. This step is crucial for keeping track of your leads efficiently.

Choose Google Sheets as your action application and select the action event as ‘Add New Row’. Connect your Google account to allow Pabbly Connect to access your sheets.

• Select the spreadsheet where you want to add the lead data.
• Map the data fields (name, email, phone number) from the previous step.
• Click ‘Save and Send Test Request’ to confirm data entry.

Once the lead information is added successfully, you will see it reflected in your Google Sheet.

4. Generating Personalized Video Messages

Next, we will generate personalized video messages using Pabbly Connect and an external application called Bean AI. This feature enhances lead engagement by sending customized messages.

Choose Bean AI as your action application and set the action event to ‘Generate Video’. You will need to connect your Bean AI account to Pabbly Connect by providing the API keys from your Bean settings.

Map the video template with the lead’s name as a variable. Click ‘Save and Send Test Request’ to generate the video. Add a delay step to allow for video processing.

After the video is generated, you can check the status in Bean AI to ensure it is ready for sending.

5. Sending the Video Message on WhatsApp

Finally, we will send the generated video message to the lead via WhatsApp using Pabbly Connect. This step completes the automation process effectively.

Select Interact as your action application and set the action event to ‘Send WhatsApp Template Message’. Connect your Interact account to Pabbly Connect and fill in the required information, including the phone number and template code.

Map the video URL and other variables like name and email. Click ‘Save and Send Test Request’ to send the message. Check WhatsApp to confirm the message has been received.

Once confirmed, your integration is complete, and you can now send personalized video messages to new leads automatically.

Conclusion

Using Pabbly Connect, you can seamlessly integrate WhatsApp and Google Drive to send personalized video messages to new leads. This process enhances engagement and automates your communication effectively.