Automate WhatsApp Messages from Google Sheets Using Pabbly Connect

Learn how to automate sending WhatsApp messages from Google Sheets using Pabbly Connect. Follow our step-by-step guide for seamless integration. 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

Accessing Pabbly Connect to Automate WhatsApp Messages

To begin automating WhatsApp messages from Google Sheets, first, access Pabbly Connect. This integration platform allows you to connect various applications seamlessly without coding. Visit the Pabbly Connect homepage by entering the URL in your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you’re a new user, click on the ‘Sign Up for Free’ button. After creating an account, you’ll receive 100 free tasks monthly to explore the features of Pabbly Connect.

Creating a Workflow in Pabbly Connect

After signing in to your Pabbly Connect account, you will be directed to the dashboard. Here, you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. Enter a name like ‘Send Automated WhatsApp Message from Google Sheets’ and select a folder to save it.

Upon creating the workflow, two windows will appear: one for the trigger and one for the action. In this case, the trigger will be Google Sheets, and the action will involve WhatsApp Cloud API. This setup allows you to automate the sending of WhatsApp messages based on updates in your Google Sheets.

Setting Up Google Sheets as the Trigger in Pabbly Connect

To set Google Sheets as the trigger in Pabbly Connect, select Google Sheets and choose the trigger event as ‘New or Updated Spreadsheet Row.’ A webhook URL will be generated, which acts as a bridge between Google Sheets and Pabbly Connect.

Next, navigate to your Google Sheets, go to ‘Extensions’, and then ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets to see the Pabbly Connect option under Extensions. Click on it, select ‘Initial Setup’, and enter the webhook URL along with the trigger column (e.g., column B). This setup ensures that whenever data is entered in column B, it triggers the automation.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.
• Install the Pabbly Connect Webhooks add-on in Google Sheets.
• Set the trigger column for your data (e.g., column B).

Once the setup is complete, send a test response to verify that the connection between Google Sheets and Pabbly Connect is successful. If you receive a response, you can proceed to the next step of sending WhatsApp messages.

Configuring WhatsApp Cloud API Action in Pabbly Connect

With the Google Sheets trigger set, the next step is to configure the action using WhatsApp Cloud API within Pabbly Connect. Select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message.’ You will need to create a new connection by entering your WhatsApp Cloud API details, including the token, phone number ID, and business account ID.

To find these details, visit the Meta for Developers dashboard, navigate to API setup, and copy the required information. After entering the details in Pabbly Connect, click on ‘Save’ to establish the connection. Now, you can select the template you created earlier, such as ‘Divine Glamour,’ for sending messages. Ensure that you map the WhatsApp number and customer name dynamically to personalize each message sent.

• Select WhatsApp Cloud API as the action application.
• Choose ‘Send Template Message’ as the action event.
• Enter the WhatsApp Cloud API connection details.
• Select the message template you wish to use.
• Map the customer phone number and name dynamically.

After configuring the action, test the setup by sending a test message. If successful, you will see the message received on WhatsApp, confirming that the automation works correctly.

Sending Messages to All Customers from Google Sheets

To send WhatsApp messages to all customers listed in your Google Sheets, go back to the Extensions menu, select Pabbly Connect Webhooks, and click on the ‘Send All Data’ button. This action will trigger the workflow you created, sending personalized messages to each customer based on their details in the spreadsheet.

As the messages are sent, you will receive confirmations on WhatsApp, showing that each customer has received their respective discount offers. This process is automated and requires no manual intervention once set up correctly in Pabbly Connect.

By following this method, you can efficiently manage customer communications and ensure that everyone receives timely updates. The automation provided by Pabbly Connect simplifies the process, allowing businesses to focus on other important tasks while maintaining customer engagement.

Conclusion

Using Pabbly Connect to automate WhatsApp messages from Google Sheets streamlines the communication process significantly. By following the outlined steps, you can efficiently send personalized messages without manual effort. This integration enhances customer engagement while saving time.