Automate Delivery Schedules with Google Sheets & WhatsApp Using Pabbly Connect

Learn how to automate delivery schedules with Google Sheets and WhatsApp using Pabbly Connect. Follow this step-by-step tutorial to streamline your e-commerce operations. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate delivery schedules using Pabbly Connect, start by accessing the platform. Open a new tab and navigate to Pabbly Connect’s official website. If you do not have an account, sign up for free, which only takes a couple of minutes.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Access Now’ button for Pabbly Connect to get started. This is where you can manage all your integrations, including connecting Google Sheets and WhatsApp Cloud API.

2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, you need to create a new workflow for automating delivery schedules. Click on the ‘Create Workflow’ button. Name your workflow based on your objective, such as ‘Automate Delivery Schedules with Google Sheets and WhatsApp’.

• Select a folder to save your workflow.
• Choose a trigger application, which in this case is Google Sheets.
• Set the trigger event to ‘New or Updated Spreadsheet Row’.

After setting up the trigger, connect Google Sheets with Pabbly Connect by copying the provided webhook URL. This URL acts as a bridge between Google Sheets and Pabbly Connect.

3. Configuring Google Sheets for Integration

To configure Google Sheets, open your spreadsheet where you maintain delivery schedules. Go to the ‘Extensions’ menu and find the Pabbly Connect Webhooks add-on. If you haven’t installed it yet, you’ll need to do so from the Google Workspace Marketplace.

Once installed, go back to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’. Here, paste the webhook URL you copied earlier and specify the trigger column, which is the last data entry column (e.g., Column I). This column will send data to Pabbly Connect whenever a new row is added.

• Click ‘Send Test’ to verify your connection.
• Enable the ‘Send on Event’ option to automate data transfer.

After these steps, your Google Sheets is ready to work with Pabbly Connect, sending order details automatically when a new row is added.

4. Connecting WhatsApp Cloud API with Pabbly Connect

Next, you need to set up the action application, which will be WhatsApp Cloud API in this case. In your workflow on Pabbly Connect, select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’.

To connect WhatsApp Cloud API to Pabbly Connect, you will need your WhatsApp Business Account ID, phone number ID, and a temporary access token. These details can be found in your WhatsApp Cloud API account. Paste these details into the respective fields in Pabbly Connect to establish the connection.

Make sure to refresh your temporary access token before copying. Save the connection once all details are entered.

After saving, you can select a message template that you have created in your WhatsApp Cloud API account. This template will be used to send automated messages to customers regarding their scheduled deliveries.

5. Finalizing the Workflow and Testing

With your connections established, it’s time to finalize the workflow in Pabbly Connect. Map the required fields in the WhatsApp template to the data received from Google Sheets. This includes customer name, order ID, delivery date, and address.

Once all fields are mapped, click on ‘Save and Send Test Request’ to ensure everything is functioning. You can test this by entering a new order in your Google Sheets and checking if the WhatsApp message is received correctly.

Enter new order details in Google Sheets to trigger the automation. Verify that the automated WhatsApp message is sent successfully.

This completes the setup, allowing you to automate delivery schedules efficiently using Pabbly Connect to link Google Sheets and WhatsApp Cloud API.

Conclusion

This tutorial illustrated how to automate delivery schedules with Google Sheets and WhatsApp using Pabbly Connect. By following these steps, you can streamline your e-commerce operations and enhance customer communication effectively.