How to automate WhatsApp messages with Google Forms using Make/Integromat
This article will explore numerous helpful tips and techniques for leveraging WhatsApp to enhance communication with your clients. We’ll also explore ways to ensure a smooth flow of meaningful data across your systems.
🤩 🤖 Wassenger is a complete communication platform and API solution for WhatsApp. Explore more than 100+ API use cases and automate anything on WhatsApp by signing up for a free trial and getting started in minutes!
Table of contents
- Requirements
- Step 1: Install Wassenger within Make/Integromat
- Step 2: Connect a Google Form to get the Contact information to process it in Wassenger
- Step 3: Test Google Form’s Submission
- Step 4: Connect Wassenger within Make/Integromat
- Step 5: Configure the Send Message event
- Step 6: Send form information to your WhatsApp number
- Step 7: Test the Scenario
Requirements
- A Google Account for Google Forms
- A Wassenger account, sign up here
- A Make/Integromat account: sign up here
- Install the Make/Integromat app for Wassenger: install the app
Now let’s follow the steps below
Step 1: Install Wassenger within Make/Integromat
After receiving the invitation link, simply click on it and log into your Integromat account.
Once logged in, you can easily install Wassenger by clicking here, making it readily available in your account.
You will confirm the application is installed by checking in the Menu installed Apps section
Now that the application is successfully installed, let’s proceed with creating a new scenario.
🤩 🤖 Wassenger is a complete API solution for WhatsApp. Sign up for a 7-day free trial and get started in minutes!
Step 2: Connect a Google Form to get the Contact information to process it in Wassenger
Now, from the Google Form that you want to integrate into your scenario. You can plan to set up a connection that enables you to receive each form submission seamlessly. By using the Google Forms module in Integromat, put your plan into action and witness the magic unfold.
It’s crucial to ensure accurate validations on the client side before sending information to our Make/Integromat scenario. Keeping this in mind, we’ve implemented a validation step in our Google Forms to verify whether the phone number is in the E164 compatible format.
We employ the following regular expression for this purpose: ^+d{11,15}$ This is used in the phone number field of our Google Form as shown in the image below.
Now, let’s incorporate the Google Forms module into our workflow. We’ll select the “Watch Responses” event, which allows us to keep track of new form submissions, selection of the form is simple, just click the Search button and the list of your forms will show up.
In your new scenario click on the big Plus (+) sign in the purple circle, for easy finding, write Google Forms in the search box and then choose Google Forms
Then Choose Watch Response
After you select the Trigger Watch Response option, a screen will appear allowing you to choose your form. In the Show Shared Drive Forms section, select ‘Yes’.
After you do this, a list of your forms will display. From this list, you can then choose the specific form you wish to use for your integration.
Additionally, we need to establish a connection with the Array Aggregator module. This step is crucial because, by using the Array Aggregator module, we can conveniently convert the collection of responses received from Google Forms into an array. This conversion will make it much easier for us to utilize the data in our upcoming steps.
🤩 🤖 Wassenger is a complete communication platform and API solution for WhatsApp. Explore more than 100+ API use cases and automate anything on WhatsApp by signing up for a free trial and getting started in minutes!
Step 3: Test Google Form’s Submission
We’re now going to test our form by filling it in and hitting submit. This action will trigger the ‘Watch Responses’ event in the Google Form module we’ve integrated via Integromat. The information submitted in the form will then be accessible for us to create a new contact in the Wassenger module we just added. Let’s examine how the data is received
We’ll examine the Array Aggregator Module to see how data is arriving from the Google Form as an array. This allows us to use these values in any following module. In our instance, we’ll be integrating this data into the Create Contact event in the Wassenger Module, next picture shows you how to configure the module.
After filling in the form run the scenario by clicking the Run Once button at the bottom:
Step 4: Connect Wassenger within Make/Integromat
As Wassenger is already installed in our Integromat instance, we will add the Wassenger module and the scenario will take form, it should look like this
Let’s connect to the Wassenger module and select the ‘Create Contact’ event. Wassenger hosts a wealth of useful events that can enhance productivity and save time when creating scenarios with Integromat.
Please select the values from the Array Aggregator and place them in the corresponding fields in the Wassenger module, as indicated in the provided image.
Before we run our scenario in full lets add another Wassenger module and chose the Send Message event, our Scenario should now looks like this:
🤩 🤖 Wassenger is a complete communication platform and API solution for WhatsApp. Explore more than 100+ API use cases and automate anything on WhatsApp by signing up for a free trial and getting started in minutes!
Step 5: Configure the Send Message event
We have access to plentiful information, which for now, we’ll use to send a simple message to the client who filled out the form.
We’ll pull the Phone field value from the Array Aggregator and draft a message. Also, by weaving in some information from the Array Aggregator into the message body, we can make each message feel more personalized for our clients.
Step 6: Send form information to your WhatsApp number
In this scenario, we’ll walk through how to gather information that a user submits via a web form and send it as a notification to your WhatsApp number.
It’s important to note here that we’re selecting our phone number from the Wassenger Module Device section.
This allows us to use our number, and then we’ll craft the notification message using the information provided by the user through the web form.
Step 7: Test the Scenario
Now everything is in place. Let’s test our scenario to validate the following:
- Google Forms Submission
- Wassenger Contact Creating
- Wassenger Send Message
- Send form information to your WhatsApp number
- The client receives the welcome message to the provided WhatsApp Number
Alright, let’s jump in and test this out. Start by filling in the form using your mobile number. After submitting the form, we’ll return to our Integromat scenario and run it again. Remember to hit the ‘Run Once’ button, then watch as the magic unfolds, almost instantly.
After the scenario completes its run, we’ll see the number of operations each module has consumed, as indicated in Integromat.
Let’s review Wassenger and confirm the contact was created:
At the same time let's check out the mobile app and see the message on WhatsApp.
Congratulations! By following the steps outlined above, you have successfully automated your form-handling process using Google Forms, Make, and Wassenger. With this integration, you can liberate yourself from manual data entry and communication efforts, allowing you to focus on more important tasks. Embrace the power of automation and explore the countless possibilities that Make and Wassenger bring to your workflow. Start streamlining your processes today and unlock new levels of productivity.
Should you require advanced configurations, support, or professional consultation, rest assured that the incredible team of Wassenger support and partners are always available to lend a hand. With great expertise, we are here to help you maximize the benefits of the integration of Wassenger with any third-party tool for any sort of automation.
Looking for help? Hire a Make/Integromat expert here.
