Automatically Send Invitations on WhatsApp Using Pabbly Connect and Google Sheets

Learn how to automatically send invitations on WhatsApp using Pabbly Connect and Google Sheets. Follow this detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Google Sheets for WhatsApp Invitations

To send invitations on WhatsApp automatically, first, set up your Google Sheets. Start by creating a spreadsheet that includes the names and WhatsApp numbers of your guests. This is crucial as Pabbly Connect will use this data to send messages.

Ensure that your spreadsheet has the following columns:

• Guest Name
• WhatsApp Number

Once your data is organized, you are ready to connect Google Sheets with Pabbly Connect for automation.

2. Connecting Pabbly Connect to Google Sheets

Log in to your Pabbly Connect account and create a new workflow. You can do this by clicking on the ‘Create Workflow’ button on your dashboard. Name your workflow something descriptive, like ‘Send WhatsApp Invitations Automatically’.

Next, select Google Sheets as your trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that every time a new row is added or updated in your Google Sheets, it will trigger the workflow in Pabbly Connect.

3. Setting Up the Webhook in Google Sheets

After selecting Google Sheets, Pabbly Connect will provide you with a webhook URL. Copy this URL, and you will need to paste it into your Google Sheets add-on. To do this, go to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’.

Once the add-on is installed, open it and paste the webhook URL into the initial setup section. Specify the trigger column, which is the last column where data will be entered. This setup allows Pabbly Connect to know when to send data from Google Sheets.

4. Integrating WhatsApp with Pabbly Connect

Now that your Google Sheets is connected, it’s time to set up the WhatsApp integration using Pabbly Connect. Select WhatsApp as your action application and choose the action event as ‘Send Template Message’. This will enable you to send personalized messages to your guests.

You will need to connect your WhatsApp account through an API endpoint and access token. Make sure you have these credentials ready from your WhatsApp business API provider, such as Wati or AI Sensei. Once connected, you can map the WhatsApp number from your Google Sheets to the message template.

5. Sending Invitations Automatically

With everything connected, you can now send invitations automatically. Create a message template in your WhatsApp application. This template should include variables for guest names and any other personalized details you want to include.

Once your template is ready, go back to Pabbly Connect and map the variables to the corresponding fields from Google Sheets. For example, the guest’s name should be mapped to the variable in your message template. After mapping, test the workflow to ensure everything works correctly.

Once you are satisfied with the test, enable the option to send invitations to all guests automatically. This feature allows you to send the same invitation to multiple guests without manual effort.

Conclusion

Using Pabbly Connect, you can easily automate the process of sending invitations on WhatsApp from Google Sheets. This integration streamlines your invitation process, saving you time and effort while ensuring your guests receive their invites promptly.