Automate WhatsApp Messages from Google Sheets with Pabbly Connect

Learn how to send automated WhatsApp messages from new Google Sheets rows using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send automated WhatsApp messages from new Google Sheets rows, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 free tasks each month.

Once logged in, you will see the Pabbly apps window. Click on ‘Access Now’ for Pabbly Connect to proceed. This platform is essential for creating the automation that connects Google Sheets and WhatsApp seamlessly.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow. Enter a descriptive name like ‘Send Automated WhatsApp Messages from Google Sheets’ to keep it organized.

• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize the workflow setup.

Your workflow is now created, and you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, and the Action is what happens as a result.

3. Setting Up the Trigger with Google Sheets

For the Trigger application, select ‘Google Sheets’ in Pabbly Connect. You will choose the trigger event as ‘New or Updated Spreadsheet Row’. This setup allows Pabbly Connect to monitor your Google Sheets for new entries.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL as it will be used to connect your Google Sheets to Pabbly Connect. Follow the instructions provided in the Pabbly dashboard to set up the webhook in your Google Sheets.

• Open your Google Sheets and navigate to Extensions.
• Select Add-ons, then Get Add-ons, and search for Pabbly Connect Webhooks.
• Install the add-on and configure it with the webhook URL.

Ensure you set the trigger column correctly to capture new data entries, which is essential for the automation to work properly.

4. Setting Up the Action with WhatsApp Cloud API

Next, configure the Action application by selecting ‘WhatsApp Cloud API’ in Pabbly Connect. This is where you’ll set up how the WhatsApp message will be sent when a new row is added in Google Sheets.

Choose the action event as ‘Send Template Message’. This allows you to send a pre-defined message template to your team members. Click on ‘Connect’ and enter the required details such as your WhatsApp Business Account ID, phone number ID, and access token to establish the connection.

Select the template you created for the message. Map the required fields from the previous step, including customer name and contact details. Test the connection to ensure everything is set up correctly.

This setup is crucial as it ensures that your team receives timely notifications whenever new customer details are added.

5. Testing the Integration

After setting up both the Trigger and Action steps in Pabbly Connect, it’s time to test the integration. Enter a new customer’s details in your Google Sheets. This should automatically trigger the workflow you created.

Check the response in Pabbly Connect to confirm that the data was captured correctly. If everything is set up properly, you will receive a WhatsApp message with the customer details on the specified number.

Verify that the message contains the correct customer information. Repeat the process with different customer entries to ensure consistent functionality.

This testing phase is essential to confirm that your automation between Google Sheets and WhatsApp is functioning as intended.

Conclusion

In this tutorial, we demonstrated how to send automated WhatsApp messages from new Google Sheets rows using Pabbly Connect. By following these steps, you can streamline communication with your team and enhance customer engagement effectively.