Learn how to integrate WhatsApp messages into Google Sheets using Pabbly Connect. Step-by-step guide for seamless automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To add WhatsApp messages in Google Sheets, you need to start by accessing Pabbly Connect. This platform is essential for creating the automation process between WhatsApp and Google Sheets.
First, navigate to the Pabbly Connect website. If you are a new user, you can sign up for free, which allows you to get 100 free tasks every month. After signing in, you will see the dashboard with various applications. Click on ‘Access Now’ for Pabbly Connect to begin.
2. Creating a Workflow in Pabbly Connect
Next, you will need to create a workflow in Pabbly Connect. This workflow will manage the automation between WhatsApp and Google Sheets. Click on ‘Create Workflow’ to initiate this process.
- Name your workflow as ‘Add WhatsApp messages in Google Sheets’.
- Select a folder to save your workflow, ideally the ‘WhatsApp Automations’ folder.
- Click on ‘Create’ to finalize your workflow setup.
After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger is where you will set up the WhatsApp Cloud API, and the action will be for Google Sheets.
3. Setting Up the Trigger with WhatsApp Cloud API
To set up the trigger in Pabbly Connect, click on the arrow to choose your trigger application. Select ‘WhatsApp Cloud API’ as your trigger application.
Now, choose the trigger event as ‘Message Notification’. This means that every time a new message is received on your WhatsApp Cloud API number, Pabbly Connect will capture this response. You will then be provided with a webhook URL.
- Copy the webhook URL provided by Pabbly Connect.
- Go to your WhatsApp Cloud API settings and paste the webhook URL in the callback URL field.
- Enter the verify token and click on ‘Verify and Save’.
This setup allows Pabbly Connect to monitor incoming messages on your WhatsApp Cloud API.
4. Adding a Filter for Incoming Messages
After setting up the trigger, you need to add a filter in Pabbly Connect. This filter ensures that only messages from customers are recorded in Google Sheets.
Click on the add button to choose the application as ‘Filter’. Select the action event as ‘Filter Values’. This step is crucial as it defines the conditions under which data will be sent to Google Sheets.
Select the response from the previous trigger step that indicates a message has been received. Choose the filter type as ‘Exists’ to capture only customer messages. Click on ‘Save and Send Test Request’ to finalize the filter setup.
This filtering process allows you to focus solely on relevant messages from your customers, making your data management more efficient.
5. Finalizing Integration with Google Sheets
The last step involves setting up the action to send the captured messages to Google Sheets via Pabbly Connect. Click on the arrow to choose Google Sheets as your action application.
Select ‘Add New Row’ as the action event. This means every time a message is received, a new row will be created in your specified Google Sheets document.
Connect your Google Sheets account by clicking on ‘Sign in with Google’. Select the spreadsheet and sheet where you want to save the data. Map the data fields for name, phone number, and message from the previous steps.
After saving these settings, every new message received will be recorded in your Google Sheets, ensuring you have a complete log of customer interactions.
Conclusion
In this tutorial, we explored how to add WhatsApp messages in Google Sheets using Pabbly Connect. By setting up triggers, filters, and actions, you can automate your workflow efficiently and keep track of customer communications seamlessly.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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