How to Send Invitations on WhatsApp Automatically Using Pabbly Connect

Learn how to automate sending invitations via WhatsApp using Pabbly Connect and Google Sheets. Step-by-step tutorial for seamless integration. 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. Setting Up Google Sheets for WhatsApp Invitations

To send invitations on WhatsApp automatically, start by setting up a Google Sheets document. In this sheet, you need to include the names and WhatsApp numbers of your guests. This is crucial for the automation process using Pabbly Connect.

Make sure your sheet includes the following columns:

• Name
• WhatsApp Number

Once your Google Sheets is ready, you can proceed to integrate it with Pabbly Connect to automate the invitation sending process.

2. Connecting Pabbly Connect to Google Sheets

The next step involves connecting your Google Sheets to Pabbly Connect. Log into your Pabbly Connect account and create a new workflow. Name it something relevant, like ‘Send Invitations on WhatsApp Automatically’.

In the workflow, you will see two boxes labeled Trigger and Action. Select Google Sheets as your trigger application and choose the ‘New or Updated Spreadsheet Row’ trigger event. This enables the automation to trigger whenever a new guest is added to your sheet.

• Select your Google Sheets account.
• Choose the specific spreadsheet you created earlier.

Once connected, Pabbly Connect will provide a webhook URL. This URL needs to be added to your Google Sheets using the Pabbly Webhook add-on, which you can install via the Extensions menu.

3. Configuring the Webhook in Google Sheets

After installing the Pabbly Webhook add-on, open it and paste the webhook URL you copied from Pabbly Connect. You will also need to specify the trigger column, which is the last column in your sheet where data will be entered.

For example, if your last column is the WhatsApp number, you will set this as your trigger column. This configuration ensures that every time a new row is filled, the data is sent to Pabbly Connect.

Open the Pabbly Webhook add-on. Paste the webhook URL and set your trigger column.

Once you save this configuration, Pabbly Connect will start listening for new entries in your Google Sheets.

4. Sending Invitations via WhatsApp with Pabbly Connect

Now that your Google Sheets is connected to Pabbly Connect, the next step is to set up the action for sending WhatsApp messages. Choose the WhatsApp application (like Vati) as your action app and select the ‘Send Template Message’ action event.

To connect your WhatsApp application, you will need the API endpoint and access token from your WhatsApp business account. Paste these credentials into Pabbly Connect to establish the connection.

Enter your WhatsApp API endpoint. Paste your access token.

After connecting, map the WhatsApp number from your Google Sheets to the corresponding field in Pabbly Connect. This mapping allows the automation to send personalized invitations to each guest automatically.

5. Finalizing and Testing the Automation

Once you have configured the WhatsApp message template in Pabbly Connect, it’s time to test the automation. Ensure that your template is approved by WhatsApp and includes any necessary variables for personalization, such as guest names and event details.

After setting up your message template, click on the test button to send a message to the first guest in your Google Sheets. If the message is received successfully, your automation is working correctly.

Verify that all details are correct in the message. If successful, enable the option to send to all guests.

With this setup, Pabbly Connect will automatically send invitations to all guests on WhatsApp whenever their details are added to Google Sheets, streamlining your event communication process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending invitations on WhatsApp using Google Sheets. By following these steps, you can efficiently manage your event invitations with minimal effort.