How to Send Offers and Discounts to Customers on WhatsApp Using Pabbly Connect

Learn how to automate sending offers and discounts to customers on WhatsApp using Pabbly Connect and Google Sheets. Step-by-step tutorial included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To send offers and discounts to customers on WhatsApp, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. Here, you can either sign in or sign up for a free account.

If you are a new user, signing up will give you 100 free tasks each month to explore the platform. Once logged in, navigate to the dashboard where you can manage your workflows. This is where you’ll set up the integration between Google Sheets and WhatsApp using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing your dashboard in Pabbly Connect, you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a name for your workflow. Enter a descriptive name like ‘Send Automated WhatsApp Messages for Discounts’ and select a folder to save it.

• Click on the ‘Create’ button to finalize your workflow creation.
• You will see two windows: one for Trigger and the other for Action.
• Select Google Sheets as your Trigger application and WhatsApp as your Action application.

By setting up this workflow, you enable Pabbly Connect to automate the process of sending WhatsApp messages whenever new data is added to your Google Sheets.

3. Setting Up Google Sheets Integration

To integrate Google Sheets with Pabbly Connect, select Google Sheets as your trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will initiate the workflow when new data is added to the sheet.

Next, copy the webhook URL provided by Pabbly Connect and go to your Google Sheets. Navigate to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’ to install it. After installation, refresh the Google Sheets page to access the add-on.

• In the add-on, go to Initial Setup and paste the webhook URL.
• Specify the Trigger Column; for example, Column B.
• Send a test to confirm the connection.

This setup allows Pabbly Connect to capture customer data automatically from Google Sheets, streamlining the process of sending messages.

4. Sending WhatsApp Messages Using Pabbly Connect

Once Google Sheets is integrated, the next step is to set up WhatsApp messaging. For this, select WhatsApp as your action application in Pabbly Connect and choose the action event as ‘Send Template Message’. You will need to connect your WhatsApp account using the API endpoint and access token from your WhatsApp provider.

After connecting, map the WhatsApp number from the Google Sheets response to ensure messages are sent to the correct customer. Also, select the template you created for sending discount offers. Make sure to fill in any required fields such as the broadcast title and custom parameters.

Map the customer’s name to personalize the message. Ensure all template variables are correctly set up to avoid errors. Click on Save and Send Test Request to confirm the message is sent successfully.

This integration ensures that Pabbly Connect automates the sending of personalized discount messages to your customers via WhatsApp.

5. Finalizing and Testing the Automation

To finalize your automation, go back to Google Sheets and use the Pabbly Connect Webhooks add-on to send all data. This will trigger the sending of WhatsApp messages to all customers listed in your sheet. Each time new data is added, the integration will automatically send messages without manual intervention.

Test the entire process by adding a new customer to your Google Sheets. After entering the details, check WhatsApp to confirm that the message has been received correctly. This confirms that your workflow is functioning as intended, leveraging the power of Pabbly Connect.

In summary, you have successfully set up an automated system using Pabbly Connect to send discount offers to your customers on WhatsApp based on data from Google Sheets. This process not only saves time but also enhances customer engagement.

Conclusion

This tutorial on using Pabbly Connect to send offers and discounts to customers on WhatsApp provides a seamless way to automate communications. By integrating Google Sheets and WhatsApp, you can efficiently manage customer outreach.