Automate Sending New Year Wishes via WhatsApp Using Pabbly Connect

Learn how to automate sending New Year wishes to customers via WhatsApp using Pabbly Connect, Google Sheets, and WhatsApp Cloud API with this step-by-step tutorial.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating the process of sending New Year wishes, first, we need to access Pabbly Connect. This platform allows seamless integration between various applications, including Google Sheets and WhatsApp.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for a free account, which offers 100 free tasks each month. Existing users should log in to their Pabbly Connect account to proceed.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner.

A prompt will appear asking for a workflow name and folder selection. Name your workflow something like ‘Send New Year Wishes to Customers via WhatsApp Automatically’ and choose a folder like ‘WhatsApp Automations’ for organization. Then click the create button to finalize this step.

• Enter a descriptive workflow name.
• Select a relevant folder for organization.
• Click create to establish the workflow.

This sets up the basic framework for your automation process using Pabbly Connect.

3. Setting Up the Trigger with Google Sheets

Next, we need to set up the trigger that will initiate the process. In the trigger application, select Google Sheets, as this is where your customer data is stored. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to capture any new entries.

To connect Google Sheets with Pabbly Connect, you will be provided with a webhook URL. Copy this URL and go to your Google Sheets. From the Extensions menu, select Add-ons, then Get Add-ons, and search for Pabbly Connect Webhooks. Install the add-on if you haven’t already.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Paste the webhook URL into the Pabbly Connect Webhooks add-on.

After setting up the trigger, ensure that the connection is working by sending a test from the Google Sheets add-on to verify that Pabbly Connect captures the data correctly.

4. Setting Up the Action Step with WhatsApp Cloud API

With the trigger established, the next step involves setting up the action. Choose WhatsApp Cloud API as your action application. The action event should be set to ‘Send Template Message’ to send personalized New Year wishes.

Connect WhatsApp Cloud API to Pabbly Connect by entering the required details such as token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp Cloud API setup.

Select WhatsApp Cloud API as the action application. Input the message template you created for New Year wishes. Map the recipient’s mobile number and customer name from the previous step.

After completing these steps, you can test the action to ensure that the WhatsApp message is sent successfully to the intended recipients.

5. Sending Messages to All Customers Automatically

Now that both the trigger and action are set up, you can automate sending New Year wishes to all customers listed in your Google Sheets. Go back to the Google Sheets add-on and click on ‘Send All Data’ to forward the information of all customers to Pabbly Connect.

Once the data is sent, Pabbly Connect will automatically process each entry and send out WhatsApp messages using the template you configured. This ensures that every customer receives a personalized message without any manual effort.

Click on ‘Send All Data’ in Google Sheets. Confirm that all messages are sent successfully. Check WhatsApp to ensure messages are delivered.

With this automation in place, you can efficiently manage customer communications during the busy holiday season.

Conclusion

Using Pabbly Connect, you can automate sending New Year wishes to customers via WhatsApp, saving time and ensuring personalized messages reach everyone on your list. This powerful integration streamlines your communication process effectively.