Learn how to send automated Holi invites on WhatsApp using Pabbly Connect with Google Sheets integration. Follow our step-by-step tutorial for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for WhatsApp Integration
To send automated Holi invites on WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for a free account.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new folder for your workflow by clicking on the icon to create a folder. Name it ‘Google Sheets to WhatsApp’ to keep your integrations organized.
2. Creating a Workflow in Pabbly Connect
After creating the folder, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Send Automated Holi Invites on WhatsApp’. Select the folder you just created. using Pabbly Connect
- Select Google Sheets as the trigger application.
- Choose the trigger event as ‘New or Updated Spreadsheet Row’.
- Copy the webhook URL provided by Pabbly Connect.
Now, go back to Google Sheets and set up the webhook by navigating to Extensions > Pabbly Connect Webhook > Initial Setup. Paste the copied URL and select the trigger column, which should be the final data column where you will enter the customer details.
3. Setting Up Google Sheets for Automation
To complete the setup, ensure that your Google Sheet contains all the necessary customer details. After pasting the webhook URL in the setup, test the connection by sending a test request from Pabbly Connect, ensuring that the data is received correctly.
Once the test is successful, you will see the response indicating that the trigger column and other details have been captured. This confirms that your Google Sheets are now connected to Pabbly Connect.
4. Integrating WhatsApp Cloud API with Pabbly Connect
With Google Sheets set up, the next step is to integrate the WhatsApp Cloud API. In Pabbly Connect, select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’. using Pabbly Connect
- Connect your WhatsApp Cloud API account by entering your temporary access token, phone number ID, and WhatsApp business account ID.
- Select the template you have created for the Holi invitation.
- Map the recipient’s mobile number and the body of the message accordingly.
After setting this up, click on ‘Save and Send Test Request’ to check if the message is sent successfully. You should see the status as accepted, confirming the message is on its way.
5. Sending Automated Invites to Customers
Now that the integration is complete, you can send automated invites to all customers listed in your Google Sheets. Go back to Google Sheets, navigate to Extensions > Pabbly Connect Webhook, and click on ‘Send All Data’. Remember to do this only after confirming that your workflow is correctly set up.
Once you enable this option, Pabbly Connect will automatically send the Holi invitations to all the customers in your sheet. This process is seamless and efficient, ensuring that your invites reach everyone without any manual effort.
Conclusion
By using Pabbly Connect, you can effortlessly send automated Holi invites on WhatsApp by integrating Google Sheets with the WhatsApp Cloud API. This automation saves time and enhances your communication during festive occasions. Follow the steps outlined in this tutorial to streamline your invite process effectively.
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