Learn how to automate WhatsApp messages using Pabbly Connect with Google Sheets for seamless communication. Step-by-step tutorial included. 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

1. Accessing Pabbly Connect for WhatsApp Integration

To automate sending WhatsApp messages, you first need to access Pabbly Connect. Start by visiting the Pabbly website and logging into your account. If you don’t have an account, you can create one easily within minutes.

Once logged in, navigate to the Pabbly Connect dashboard. This will allow you to create a new workflow that connects Google Sheets to WhatsApp. The integration requires no coding skills, making it user-friendly for everyone.

2. Setting Up the Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect to send WhatsApp messages automatically. Click on the ‘Create Workflow’ button and name it, for example, ‘WhatsApp Message Automation’. This name will help you identify the workflow later.

  • Select the trigger app as ‘Scheduled’ to send messages at specific times.
  • Set the date and time for sending messages, ensuring you adjust for UTC if necessary.
  • Choose the action app as ‘Google Sheets’ to pull the data needed for the messages.

After setting the trigger and action, save your workflow. This setup will ensure that messages are sent at the desired time, pulling data directly from your Google Sheets.

3. Configuring Google Sheets for Data Retrieval

Next, you need to configure your Google Sheets in Pabbly Connect to retrieve the necessary data for WhatsApp messages. Ensure that your Google Sheet has the students’ names and WhatsApp numbers properly organized. For instance, names should be in column A and numbers in column B.

In the action event of your workflow, select ‘Get Rows’ from Google Sheets. Connect your Google account and choose the specific spreadsheet you created. Set the range to include all relevant rows, for example, A2 to B15, to cover all students.

4. Using Chat API to Send WhatsApp Messages

To send WhatsApp messages, you will integrate Chat API with Pabbly Connect. In the action event, select ‘Send Message’ from Chat API. You will need to input your API URL and token, which are essential for authentication.

  • Map the phone number field from your Google Sheets data to ensure the messages are sent to the correct recipients.
  • Compose the message body with a greeting and the link to the test form that students will access.
  • Test the setup to ensure that messages are sent correctly at the scheduled time.

After configuring these settings, save your workflow and test it to confirm that the WhatsApp messages are sent as expected. Ensure to check that the messages include the correct links and timings.

5. Finalizing and Testing the Integration

Finally, review your entire setup in Pabbly Connect to ensure everything is configured correctly. This includes checking the trigger, action, and the data mapping for Google Sheets and Chat API.

Once you are satisfied with the configuration, run a test to see if the messages are sent to the students’ WhatsApp numbers at the specified time. Make sure the links work and that students can access their test forms without issues.

After successful testing, your automation is complete. You can now rely on Pabbly Connect to manage your WhatsApp communications seamlessly, allowing you to focus on other important tasks.

Conclusion

In this tutorial, you learned how to automate WhatsApp messages using Pabbly Connect with Google Sheets. This integration saves time and ensures that your students receive timely notifications. By following these steps, you can streamline your communication effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.