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Integrating One with Automation Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate One with Automation using Pabbly Connect, Google Sheets, WhatsApp API, and more in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Google Sheets for Automation

To begin with the integration of One and Automation, we start by using Google Sheets. In this step, we create a Google Sheet containing the customer details. This sheet will be crucial for sending automated WhatsApp messages. using Pabbly Connect

The Google Sheet should include columns for customer names and their WhatsApp numbers. This setup allows for easy mapping during the automation process.

2. Creating the Workflow in Pabbly Connect

Next, we will create a workflow in Pabbly Connect to automate the message sending process. First, sign in to your Pabbly Connect account and navigate to the dashboard. Click on the ‘Create Workflow’ button to start. using Pabbly Connect

Name your workflow, for example, ‘Send Diwali Wishes to Customers on WhatsApp’.
Select the appropriate folder to save your workflow.
Click on the ‘Create’ button to finalize your workflow setup.

Now that the workflow is created, we need to set the trigger. For this, select ‘Schedule’ as the trigger application. This means the workflow will run at a scheduled time to send the WhatsApp messages.

3. Configuring WhatsApp API Integration

After setting the trigger, we will configure the WhatsApp API integration using Vati. To do this, select Vati as your action application in Pabbly Connect. The action event will be to send a template message. using Pabbly Connect

Before you can send messages, you need to establish a connection with the WhatsApp API. Enter your API endpoint and access token from your Vati account to connect.

Access your Vati account to find the API endpoint and access token.
Copy and paste these credentials into Pabbly Connect to establish the connection.

Once connected, you can customize the message template, which includes dynamic fields for customer names. This allows each customer to receive a personalized message.

4. Testing the Integration

With the workflow configured, it’s time to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect to verify that the setup works correctly. Ensure that the WhatsApp message is sent to the intended recipient. using Pabbly Connect

Check your WhatsApp to confirm that the message is received. The message should include the personalized greeting along with the festive wishes. If everything is set up correctly, you will see a successful response indicating that the message was sent.

Conclusion

This step-by-step tutorial on integrating One with Automation using Pabbly Connect highlights the effective use of Google Sheets, WhatsApp API, and Vati. By following these instructions, you can automate your messaging process efficiently.

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