How to Send Google Sheets File as Attachment on WhatsApp to New WooCommerce Customers Using Pabbly Connect

Learn how to automate sending Google Sheets files as WhatsApp attachments to new WooCommerce customers using Pabbly Connect. Step-by-step guide included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To send Google Sheets files as attachments on WhatsApp to new WooCommerce customers, you first need to set up Pabbly Connect. Start by logging into your Pabbly Connect account.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. This initiates the automation process, allowing you to connect your applications seamlessly.

2. Selecting Applications in Pabbly Connect

In this step, you will select the applications that you want to integrate through Pabbly Connect. The primary applications involved are Google Sheets and WhatsApp.

• Choose Google Sheets as the trigger application.
• Select ‘New Spreadsheet Row’ as the trigger event.
• Connect your Google account to allow Pabbly Connect access.

After selecting the applications, you will need to configure the trigger settings. This setup allows Pabbly Connect to monitor new entries in your Google Sheets automatically.

3. Configuring WhatsApp Integration with Pabbly Connect

After setting up Google Sheets, the next step is to configure WhatsApp within Pabbly Connect. This integration will enable you to send messages directly to your customers.

Begin by selecting WhatsApp as the action application. Choose ‘Send Message’ as the action event. You will then need to connect your WhatsApp account to Pabbly Connect.

Ensure that you enter the necessary details, such as the customer’s phone number and the message content. The message should include the link to the Google Sheets file that you want to send.

4. Testing the Integration in Pabbly Connect

Now that you have configured both Google Sheets and WhatsApp, it is time to test the integration using Pabbly Connect. This step ensures that everything is working correctly.

Trigger a new entry in your Google Sheets to see if the corresponding WhatsApp message is sent. Check the WhatsApp account of the customer to confirm receipt of the message.

If the message is successfully sent, you can finalize the integration. If not, revisit the settings to ensure all details are correctly configured.

5. Finalizing and Using the Integration

After successful testing, you can finalize the workflow in Pabbly Connect. This will automatically send Google Sheets files as attachments on WhatsApp to new WooCommerce customers.

From this point forward, every time a new customer registers, they will receive a WhatsApp message with the Google Sheets file link. This automation saves time and enhances customer communication.

Make sure to monitor the workflow regularly to ensure it operates smoothly, and adjust any settings as needed based on customer feedback.

Conclusion

Using Pabbly Connect, you can easily automate sending Google Sheets files as attachments on WhatsApp to new WooCommerce customers. This integration enhances communication and streamlines your workflow efficiently.