Automate Sending Google Sheets Files on WhatsApp to Shopify Customers with Pabbly Connect

Learn how to automate sending Google Sheets files as attachments on WhatsApp to Shopify customers using Pabbly Connect. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send Google Sheets files as attachments on WhatsApp to Shopify customers, you will first need to access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly.

Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can create one for free in just a few minutes. Once logged in, navigate to the ‘Connect’ option to begin setting up your workflow.

2. Creating a Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create a new workflow that will integrate Shopify, Google Drive, and WhatsApp. Click on ‘Create Workflow’ and name it appropriately, such as ‘Shopify to Google Drive to WhatsApp’.

• Choose Shopify as the app for the trigger event.
• Select ‘New Customer’ as the trigger event.

This setup will ensure that every time a new customer registers on your Shopify store, the workflow will be triggered to send the Google Sheets file via WhatsApp.

3. Setting Up Webhook in Shopify

To complete the integration, you need to set up a webhook in Shopify that will communicate with Pabbly Connect. This involves going to Shopify settings and selecting ‘Notifications’.

Here’s how to set up the webhook:

• Create a new webhook for customer creation.
• Paste the webhook URL provided by Pabbly Connect.
• Save the webhook settings.

This step is crucial as it allows Shopify to send customer data to Pabbly Connect whenever a new customer registers.

4. Sending Google Sheets File via WhatsApp

After setting up the webhook, the next step is to send the Google Sheets file to the new customer using Pabbly Connect. You will need to connect Google Drive to share the file.

Follow these steps:

Select Google Drive as the app in the action window. Choose the action event to ‘Share a File with Anyone’. Connect your Google Drive account and select the file you want to share.

This will generate a shareable link for the Google Sheets file that you will send via WhatsApp.

5. Sending WhatsApp Message with Google Sheets Link

With the Google Sheets link ready, the final step is to send this link via WhatsApp using Pabbly Connect. For this, you will need to integrate with Chat API.

Here’s how to send the message:

Choose Chat API as the app in the action window. Select the action event to ‘Send a Link’. Map the phone number and the message body with the Google Sheets link.

This will send the WhatsApp message to the new customer with the link to the Google Sheets file, allowing them to view your products easily.

Conclusion

In this tutorial, we explored how to automate sending Google Sheets files as attachments on WhatsApp to Shopify customers using Pabbly Connect. By following these steps, you can enhance customer communication efficiently and effectively.