How to Send Christmas Wishes to Customers via WhatsApp Automatically Using Pabbly Connect

Learn how to automate sending Christmas wishes to your customers via WhatsApp using Pabbly Connect and Google Sheets. Step-by-step tutorial included! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Introduction to Automating Christmas Wishes with Pabbly Connect

In this tutorial, we will explore how to send Christmas wishes to customers via WhatsApp automatically using Pabbly Connect. This process eliminates the need for manual messaging, making it efficient for business owners. Using Pabbly Connect, we will integrate Google Sheets and WhatsApp to automate the sending of personalized messages.

As a retailer, maintaining customer relationships is crucial. By automating your Christmas wishes, you can ensure that every customer receives a heartfelt message. This guide will walk you through the steps required to set up this automation using Pabbly Connect.

2. Setting Up Your Pabbly Connect Account

To begin, you need to access Pabbly Connect. If you don’t have an account, sign up for free on the Pabbly website. Existing users can log in to their accounts. Once logged in, you will see the dashboard where you can manage your integrations.

Follow these steps to create a workflow for sending Christmas wishes:

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow, e.g., ‘Send Christmas Wishes to Customers via WhatsApp Automatically’.
• Select a folder where you want to save this workflow.

After setting up the workflow, you will see two windows: Trigger and Action. The Trigger is what starts the automation, while the Action is what happens in response. The next step is to set up the Trigger using Google Sheets.

3. Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, we will configure Google Sheets as the Trigger application in Pabbly Connect. Select Google Sheets as your Trigger application and choose the event as ‘New or Updated Spreadsheet Row’. This means that whenever a new customer record is added, Pabbly Connect will capture this event.

Next, you will receive a unique webhook URL from Pabbly Connect. Follow these steps to connect Google Sheets to Pabbly Connect:

• Copy the webhook URL provided by Pabbly Connect.
• Open your Google Sheets and go to Extensions > Add-ons > Get add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it if you haven’t already.

After installation, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Paste the copied webhook URL and set the trigger column (e.g., Column D where customer data will be added). Click on the Submit button to complete the setup.

4. Setting Up WhatsApp as an Action in Pabbly Connect

Once the Trigger is set, it’s time to configure WhatsApp as the Action application in Pabbly Connect. Select WhatsApp by AI Sensei as your Action application and choose the event ‘Set Template Message’. This step allows you to send a predefined message to your customers.

To connect WhatsApp to Pabbly Connect, you will need an API key from your AI Sensei account. Here’s how:

Click on ‘Add New Connection’ and enter your API key from AI Sensei. Create a campaign in AI Sensei for your Christmas wishes. Map the customer’s phone number and name to personalize the message.

After mapping the required fields, click on the ‘Save and Send Test Request’ button. If successful, you will receive a confirmation, and your workflow will be ready to send messages automatically.

5. Finalizing Your Automation with Pabbly Connect

Now that both Google Sheets and WhatsApp are set up, you can finalize your automation in Pabbly Connect. To ensure that every new customer receives a message, go back to your Google Sheets extension and select ‘Send on Event’. This ensures that every time a new entry is made, Pabbly Connect captures it.

Additionally, if you want to send messages to all existing customers, select ‘Send All Data’ in the Pabbly Connect Webhooks settings. This will forward the Christmas wishes to every customer listed in your Google Sheets.

Once everything is set, test the workflow by adding a new customer to your spreadsheet. You should see the WhatsApp message sent automatically. This demonstrates how Pabbly Connect streamlines your communication process and enhances customer engagement during the festive season.

Conclusion

In this tutorial, we explored how to send Christmas wishes to customers via WhatsApp automatically using Pabbly Connect. By integrating Google Sheets with WhatsApp, you can efficiently manage customer communications. Automating this process not only saves time but also ensures that every customer feels valued during the holiday season.