How to Send Birthday Wishes to Google Contacts Using Pabbly Connect

Learn how to automate sending birthday wishes to your Google Contacts using Pabbly Connect and WhatsApp Cloud API. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Birthday Wishes

In this tutorial, we will explore how to use Pabbly Connect to send automated birthday wishes to your Google Contacts via WhatsApp. This process allows you to set up an automated workflow that runs daily, sending personalized messages to your contacts on their special day.

To get started, you’ll need to sign up for a free account on Pabbly Connect. Once registered, you can access the dashboard where you can create and manage your workflows. This tutorial will guide you through each step required to set up this automation seamlessly.

2. Setting Up Your Workflow in Pabbly Connect

First, log into your Pabbly Connect account and navigate to the dashboard. Here, you will create a new workflow specifically for sending birthday wishes. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘Send Automated Birthday Wishes to Google Contacts.’

After naming your workflow, you will need to set the trigger for when this workflow should run. Select ‘Schedule by Pabbly’ as your trigger application and choose to run it daily at a specific time. For instance, you can set it to trigger at 10:00 AM every day.

• Log into your Pabbly Connect account.
• Click ‘Create Workflow’ and name it.
• Select ‘Schedule by Pabbly’ as the trigger.
• Set the trigger to run daily at your chosen time.

With the trigger set, your workflow is ready to start fetching the current date and sending birthday wishes to your contacts.

3. Fetching Current Date for Birthday Wishes

Next, we will use another action in Pabbly Connect to fetch the current date. Select ‘Date Time Formatter’ as your action application and choose ‘Current Date’ as the action event. This will allow you to retrieve today’s date in the required format.

Make sure to select the appropriate date format, such as ‘YYYY-MM-DD’, and click on ‘Save and Send Test Request’ to confirm that the current date is being fetched correctly. This step is crucial as it will determine whether the birthday wishes are sent on the right day.

• Select ‘Date Time Formatter’ in Pabbly Connect.
• Choose ‘Current Date’ as the action event.
• Set the date format to ‘YYYY-MM-DD’.
• Click ‘Save and Send Test Request’ to verify.

By successfully fetching the current date, your workflow can now compare it against the birth dates of your Google Contacts.

4. Retrieving Google Contacts with Pabbly Connect

Now, you need to retrieve your Google Contacts so that you can check their birth dates. Add a new action step in Pabbly Connect and select ‘Google Contacts’ as the action application. Choose ‘Get All Contacts’ as the action event to fetch the details of your contacts.

Connect your Google account if you haven’t done so already. Once connected, you can specify how you want to sort the contacts, for example, by first name in ascending order. Click ‘Save and Send Test Request’ to retrieve the contact details.

Select ‘Google Contacts’ as the action application. Choose ‘Get All Contacts’ as the action event. Connect your Google account to Pabbly Connect. Sort contacts by first name and save the request.

This action will provide you with a list of all your contacts, which can be used to check if their birthdays match the current date.

5. Sending Birthday Wishes via WhatsApp Cloud API

The final step is to send the birthday wishes using the WhatsApp Cloud API. Add another action step in Pabbly Connect and select ‘WhatsApp Cloud API’ as the action application. Choose ‘Send Template Message’ as the action event to configure your message.

Connect your WhatsApp Cloud API account by entering the required details such as the token and phone number ID. After setting up the connection, select the message template you created for birthday wishes. Ensure to map the recipient’s phone number and the name variable correctly to personalize the message.

Select ‘WhatsApp Cloud API’ as the action application. Choose ‘Send Template Message’ as the action event. Map the recipient’s phone number and name variable. Click ‘Save and Send Test Request’ to send the message.

Upon successful execution, your contacts will receive personalized birthday wishes via WhatsApp, completing the automation process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate sending birthday wishes to your Google Contacts using Pabbly Connect and WhatsApp Cloud API. By following these steps, you can easily set up personalized birthday messages to be sent automatically, ensuring your contacts feel appreciated on their special day.

Utilizing Pabbly Connect for this integration allows for a seamless experience, making it easier to manage communications with your contacts without any coding skills required.