Automate Order Processing with Google Sheets & WhatsApp Using Pabbly Connect

Learn how to automate order processing with Google Sheets and WhatsApp using Pabbly Connect. Step-by-step guide for seamless integration of your orders. 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 Automation

To automate order processing with Google Sheets and WhatsApp, start by accessing Pabbly Connect. This platform allows you to create workflows that connect different applications without any coding skills.

Visit the Pabbly Connect homepage in your browser. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can click ‘Sign In’ to access their dashboards. Remember, new users receive 100 free tasks monthly to explore the software.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ option, and a dialog box will appear prompting you to name your workflow.

• Name your workflow, for example, ‘Automate Order Processing with Google Sheets and WhatsApp’.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

Once created, you will see two windows: one for the trigger and one for the action. The trigger will be Google Sheets, and the action will be WhatsApp Cloud API, which will send messages to customers automatically.

3. Connecting Google Sheets with Pabbly Connect

In this step, you will connect Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets and then choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will trigger the workflow whenever a new order is added.

After selecting the trigger event, a webhook URL will be generated. This URL acts as a bridge between Google Sheets and Pabbly Connect. Copy this URL to connect Google Sheets with Pabbly Connect.

• Open your Google Sheets and navigate to Extensions.
• Select Add-ons and search for ‘Pabbly Connect Webhooks’.
• Install the add-on and refresh your spreadsheet.

After installation, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL and set the trigger column, which is the last column where data will be entered, ensuring that the entire row is sent to Pabbly Connect.

4. Integrating WhatsApp with Pabbly Connect

Now that Google Sheets is connected, the next step is integrating WhatsApp Cloud API with Pabbly Connect. Select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’.

To establish this connection, you will need to enter your WhatsApp Cloud API credentials, including the token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account under the API setup section.

Copy and paste your phone number ID. Paste your WhatsApp business account ID. Finally, paste the temporary access token.

Once the connection is established, select the template you created for sending order details. Ensure that all necessary variables are mapped correctly, such as customer name, order ID, and delivery address, to personalize each message.

5. Testing the Workflow

With everything set up, it’s time to test your workflow in Pabbly Connect. Add a new order to your Google Sheets. Once you add the order details, the workflow should trigger automatically, sending a WhatsApp message to the designated customer.

After testing, check your WhatsApp to confirm that the message has been received. If successful, you will see the customized message containing all order details. This confirms that your integration between Google Sheets and WhatsApp through Pabbly Connect is working perfectly.

To automate sending messages for existing orders, you can use the ‘Send All Data’ option in Pabbly Connect. This will send messages to all customers based on the existing data in Google Sheets.

Conclusion

In this tutorial, we explored how to automate order processing using Pabbly Connect to integrate Google Sheets and WhatsApp. By following these steps, you can streamline your order management process efficiently.