Automate WhatsApp Messages from Zoho Sheet Using Pabbly Connect

Learn how to send automated WhatsApp messages from Zoho Sheet using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send automated WhatsApp messages from Zoho Sheet, first, access Pabbly Connect. This platform is essential for integrating various applications seamlessly. Start by visiting the Pabbly website, where you can either sign up for a free account or log in if you already have one.

Once logged in, navigate to the Pabbly Connect section. This is where you can create workflows that automate tasks between Zoho Sheet and WhatsApp. Click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard, where you can manage your workflows efficiently.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow, so enter a descriptive name like ‘Send WhatsApp Message from Zoho Sheet’. Choose a folder to save your workflow, such as ‘Home’, and click ‘Create’. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Name your workflow appropriately.
• Select a folder for saving the workflow.

In the new workflow window, you will see two main boxes: Trigger and Action. The Trigger section will determine what event starts the workflow, while the Action section defines what happens next. Set up your trigger first by selecting Zoho Sheet as the application.

3. Setting Up the Trigger with Zoho Sheet

To configure the trigger, search for and select Zoho Sheet as your trigger application. You will need to choose the trigger event, which is ‘New Row’ or ‘Updated Row’. This means that whenever a new row is added or an existing row is updated in Zoho Sheet, it will initiate the workflow.

Next, connect your Zoho Sheet account to Pabbly Connect. Click on ‘Connect’ and select ‘Add New Connection’. You will be prompted to enter your Zoho domain. Go to your Zoho Sheet URL and copy the domain, which typically looks like ‘zoho.com’. Paste this into Pabbly Connect and click ‘Save’.

4. Setting Up the Action to Send WhatsApp Messages

After configuring the trigger, you will now set up the action. Select the action application as VTI (WhatsApp). Choose the action event, which should be ‘Send Template Message’. Connect VTI to Pabbly Connect by entering the API endpoint and access token found in your VTI account settings.

• Select ‘Send Template Message’ as the action event.
• Enter the required API details from your VTI account.
• Map the WhatsApp number and message template.

Once connected, map the WhatsApp number and select the template you want to use for the message. Ensure you have the correct template details ready, including any variables that need to be replaced with data from Zoho Sheet.

5. Testing the Integration and Finalizing

With both the trigger and action set up, it’s time to test the integration. Add a new row in your Zoho Sheet with the required details, such as name, email, and phone number. Return to Pabbly Connect and click on ‘Save and Test’ to check if the integration works properly.

If successful, you will see a confirmation that the WhatsApp message has been sent to the specified number. This indicates that your workflow is functioning correctly. You can now automate the process of sending WhatsApp messages whenever new data is added to Zoho Sheet, enhancing your communication efficiency.

Conclusion

Using Pabbly Connect, you can efficiently send automated WhatsApp messages from Zoho Sheet by following the steps outlined in this tutorial. This integration streamlines communication and enhances user engagement with minimal effort.