How to Send Birthday Wishes to Your Google Contacts Using Pabbly Connect

Learn how to automate sending birthday wishes to your Google Contacts via WhatsApp using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Birthday Wishes

To send birthday wishes to your Google Contacts using Pabbly Connect, start by accessing the Pabbly Connect homepage. You can do this by typing the URL Pabbly.com/connect. Once there, you will see options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account. After signing up, you will receive 100 free tasks every month to explore the functionalities of Pabbly Connect. Existing users can directly sign in to access their dashboard.

2. Creating a Workflow to Automate Birthday Wishes

Once logged into Pabbly Connect, click on the ‘Create Workflow’ option to begin setting up your automation. You will be prompted to name your workflow; enter a name like ‘Send Automated Birthday Wishes to Google Contacts’.

• Select a folder to save your workflow.
• Choose ‘Schedule by Pabbly’ as the trigger application.
• Set the trigger to run every day at a specified time, like 10 a.m.

After saving the trigger settings, you can proceed to set up the action steps that will send birthday wishes to your contacts via WhatsApp.

3. Fetching Current Date with Pabbly Connect

In this step, the goal is to fetch the current date using Pabbly Connect. For this, add an action step and select ‘DateTime Formatter’ as the application. Choose the action event to get the current date.

After connecting, select the format for the date, typically in the ‘YYYY-MM-DD’ format. Click on ‘Save and Send Test Request’ to see if the current date is fetched correctly. This step is crucial as it will be used to determine whose birthday it is.

4. Integrating Google Contacts to Retrieve Birthday Info

Next, you will integrate Google Contacts with Pabbly Connect. Add another action step and select ‘Google Contacts’ as the application. Choose the action event ‘Get All Contacts’ to retrieve your contacts’ details.

• Connect your Google account to Pabbly Connect.
• Sort the contacts by first name for better organization.
• Ensure to turn off the simple response option to get advanced format.

After saving the settings, click on ‘Save and Send Test Request’ to fetch the details of your contacts, including their birthdays.

5. Sending Birthday Wishes via WhatsApp Cloud API

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

Connect your WhatsApp account by entering the required details such as token and phone number ID. After connecting, select the template you have created for birthday wishes. Make sure to map the recipient’s phone number and the name variable from the Google Contacts step to personalize the message.

Conclusion

By following these steps, you can easily automate sending birthday wishes to your Google Contacts using Pabbly Connect. This integration allows you to send personalized messages effortlessly and ensures that no birthday goes uncelebrated. Start using Pabbly Connect today to enhance your communication with your contacts!