Automate Sending Trading Tips to Clients on WhatsApp Using Pabbly Connect

Learn how to automate sending trading tips and suggestions to clients on WhatsApp using Pabbly Connect. Follow this detailed tutorial to set up your integration easily.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Trading Tips Automation

To send trading tips and suggestions to clients on WhatsApp automatically, the first step is to set up Pabbly Connect. Sign in to your Pabbly account and head to the dashboard. Here, you will find a blue button labeled ‘Create Workflow’. Clicking this will allow you to name your workflow, such as ‘Send Real-Time Trading Tips and Suggestions on WhatsApp’. This name reflects the automation’s purpose.

Once you click ‘Create’, you will see a blank workflow screen. This is where you will set up your trigger and action applications. The first application you will integrate is Google Sheets, which will serve as the source of your trading tips.

2. Integrating Google Sheets with Pabbly Connect

The next step involves integrating Google Sheets with Pabbly Connect to capture new trading tips. Set the trigger application to Google Sheets and choose the event ‘New or Updated Spreadsheet Row’. Pabbly Connect will provide a webhook URL, which you will use to connect your Google Sheets to the workflow.

• Go to Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and install the Pabbly Connect Webhooks add-on.
• After installation, access the add-on through ‘Extensions’, and click on ‘Initial Setup’.
• Paste the webhook URL from Pabbly Connect into the provided field and set the trigger column to the last updated column (e.g., column B).

Once you have completed these steps, click on ‘Send Test’ to ensure that the data from your Google Sheet is being sent to Pabbly Connect correctly. You should see the values captured in your Pabbly Connect response.

3. Fetching Client Contacts from Google Sheets

After successfully setting up the Google Sheets trigger, the next action involves fetching client contact details. Again, you will use Google Sheets within Pabbly Connect. Choose ‘Google Sheets’ as the action application and select the event ‘Get Rows’. This will allow you to retrieve all the client contact information stored in your Google Sheet.

To proceed, you will need to connect your Google account to Pabbly Connect. Click on ‘Add New Connection’, select your Google account, and grant the necessary permissions. Once connected, choose the spreadsheet containing your contacts.

• Set the range for the rows you want to fetch, such as A2 to B (to capture all filled rows).
• Click on ‘Save and Send Test Request’ to verify that the client contact details are retrieved correctly.

Once you receive the response, you will have access to all client names and contact numbers, which you will use in the next steps.

4. Sending Messages via WhatsApp Using Pabbly Connect

Now that you have both the trading tips and client contact details, the next step is to send WhatsApp messages automatically. For this, you will use the Interact application within Pabbly Connect. Set the action application to Interact and choose the event ‘Send WhatsApp Template Message’. This setup allows you to send structured messages through WhatsApp.

To configure this, you need to connect your Interact account to Pabbly Connect. Enter your secret key obtained from the developer settings in your Interact account. After connecting, you will fill in the message details, including the recipient’s phone number, template name, language code, and message variables.

Map the recipient’s phone number from the iterator response to ensure the message is sent to the correct client. Use the template code from your Interact account to specify the message format. Make sure to format the message correctly, using commas appropriately to avoid errors.

Once all details are entered, click on ‘Save and Send Test Request’ to send a test message. If configured correctly, you should receive the message on WhatsApp, confirming the automation is working successfully.

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending trading tips and suggestions to clients on WhatsApp. By integrating Google Sheets and Interact through Pabbly Connect, you can streamline your communication and ensure timely delivery of important information to your clients.

This automation not only saves time but also enhances the efficiency of your client interactions. Start using Pabbly Connect today to simplify your workflows and improve client satisfaction.