Automate WhatsApp Notifications from Google Sheets with Pabbly Connect

Learn how to automate WhatsApp notifications using Pabbly Connect with Google Sheets for real-time order updates in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To begin with, setting up Pabbly Connect is essential for automating WhatsApp notifications. First, visit the Pabbly Connect website and sign in to your account. If you are new, sign up for a free account, which provides 100 free tasks every month.

Once logged in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the workflow creation area where you can start integrating Google Sheets with WhatsApp notifications.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is the next step in using Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for a workflow name and folder selection. Name your workflow something descriptive, like ‘Real-Time Order Updates Automated WhatsApp Notifications from Google Sheets’.

• Select a folder for your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the workflow, while Action is what happens next. For this integration, you will set Google Sheets as the Trigger application.

3. Configuring Google Sheets as the Trigger

In this step, you will configure Google Sheets as the Trigger in Pabbly Connect. Click on the arrow under the Trigger section and select Google Sheets. Then, choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever an order status is updated in Google Sheets, it will trigger the workflow.

Pabbly Connect will provide you with a unique webhook URL. Copy this URL as you will need it to connect Google Sheets with Pabbly Connect. Open your Google Sheets document, go to Extensions, select Add-ons, and then Get Add-ons. Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t done so already.

• Select ‘Pabbly Connect Webhooks’ from Extensions.
• Click on ‘Initial Setup’ and paste the copied webhook URL.
• Set the trigger column to the final data column (e.g., Column M).

After setting up the webhook, click on the Submit button. This will enable the connection between Google Sheets and Pabbly Connect.

4. Sending WhatsApp Notifications with Pabbly Connect

Now that Google Sheets is set up as the Trigger, it’s time to configure the Action to send WhatsApp notifications using Pabbly Connect. Select WhatsApp Cloud API as your Action application. Choose the action event as ‘Send Template Message’.

Next, connect your WhatsApp Cloud API account by clicking on ‘Add New Connection’. You will need to enter your Token, Phone Number ID, and WhatsApp Business Account ID. Make sure to have these details ready, as they are required to establish the connection.

Map the recipient mobile number from the previous Google Sheets response. Fill in the body fields with relevant order details like product name, order status, etc.

After mapping all required fields, click on the ‘Save and Send Test Request’ button. If everything is set up correctly, you will receive a positive response, confirming that the WhatsApp message has been sent successfully.

5. Testing the Integration for Real-Time Updates

To ensure that the integration works correctly, update the order status in your Google Sheets. For example, change the status of an order to ‘Delivered’. Once updated, Pabbly Connect will capture this change and trigger the WhatsApp notification.

After updating the order status, check your WhatsApp for the notification. You should receive a message detailing the order status update, including the product name, quantity, total amount, and shipping address. This confirms that the integration between Google Sheets and WhatsApp via Pabbly Connect is functioning properly.

Repeat this process for other order statuses to ensure consistent performance. This automated system will save you time and enhance customer satisfaction by keeping them informed about their order status in real-time.

Conclusion

In this tutorial, we explored how to automate WhatsApp notifications using Pabbly Connect with Google Sheets for real-time order updates. By following the steps outlined, you can enhance your customer communication and improve overall service efficiency.