How to Schedule & Send WhatsApp Messages from Google Sheets using Pabbly Connect and Ultra Message

Learn how to automate WhatsApp messages from Google Sheets using Pabbly Connect and Ultra Message. Follow this step-by-step tutorial to streamline your communication. 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

Accessing Pabbly Connect for WhatsApp Messaging

To schedule and send WhatsApp messages using Pabbly Connect, start by accessing the platform. Visit the Pabbly Connect website and either sign in if you are an existing user or click on the ‘Sign up for free’ button to create a new account. using Pabbly Connect

Once signed in, you will have access to the dashboard where you can create workflows. Pabbly Connect allows you to automate tasks effectively, linking Google Sheets with WhatsApp via Ultra Message without any coding required.

Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Schedule and Send WhatsApp Messages from Google Sheets.’ This name will help you identify the workflow later. using Pabbly Connect

Next, select a folder to save your workflow. This organization helps keep your automations tidy. Pabbly Connect facilitates the creation of workflows that automate the messaging process, ensuring messages are sent on a specified schedule.

Setting Up the Trigger for Scheduling

In this step, you will set the trigger for your automation. Select ‘Schedule by Pabbly’ as your trigger application. This feature enables you to specify how often your workflow runs. using Pabbly Connect

• Choose to run the workflow on the 25th of every month.
• Set the time for the workflow to trigger at 10:00 AM.

Once you save these settings, Pabbly Connect will automatically schedule the workflow to send messages on the specified date and time each month.

Fetching Data from Google Sheets

Now it’s time to connect Google Sheets to your workflow. Select Google Sheets as your action application and choose the action event ‘Get Rows’. This allows Pabbly Connect to retrieve customer details from your Google Sheets. using Pabbly Connect

• Connect your Google Sheets account by clicking on ‘Add New Connection’.
• Authorize access by selecting your Google account and allowing permissions.
• Specify the spreadsheet and the range (A2:C5) to capture customer data.

Pabbly Connect will now fetch the relevant customer details, which will be used in the messaging process later on.

Sending Messages via Ultra Message

In this final step, set up the action to send messages using Ultra Message. Select Ultra Message as your action application and choose the action event ‘Send Message’. using Pabbly Connect

To establish this connection, you will need to provide your instance ID and token from your Ultra Message account. After entering these details, map the phone number and message body using the data fetched from Google Sheets.

Your message can be customized to include customer names and other details, making it feel personal. Once everything is mapped correctly, Pabbly Connect will handle the sending of WhatsApp messages automatically every month.

Conclusion

Using Pabbly Connect to schedule and send WhatsApp messages from Google Sheets is a powerful way to automate your communication. This integration allows you to efficiently manage subscription renewals and maintain customer relations seamlessly.