How to Send Order Updates on WhatsApp from Google Sheets Automatically Using Pabbly Chatflow

Learn how to send order updates on WhatsApp from Google Sheets automatically using Pabbly Chatflow. Follow this detailed step-by-step tutorial for seamless integration. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow to Send Updates

To send order updates on WhatsApp from Google Sheets, you first need to access Pabbly Chatflow. Begin by navigating to the Pabbly website and signing in to your account. If you don’t have an account, you can sign up for free and get started with 100 tasks monthly.

Once logged in, you will be directed to the Pabbly dashboard. Here, you can find all the applications offered by Pabbly. Click on Pabbly Chatflow to set up the integration for sending WhatsApp messages automatically.

2. Creating Automation with Pabbly Chatflow

Now, let’s create an automation workflow that connects Google Sheets with Pabbly Chatflow. Start by selecting the folder where you want to create your workflow. Click on the “Create” button to begin. You will see two boxes appear: one for the trigger and one for the action.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New Row’.
• Set up the action application as Pabbly Chatflow.

This setup will ensure that whenever a new row is added to your Google Sheets, it triggers an action in Pabbly Chatflow to send a WhatsApp message. After configuring the trigger, proceed to set up the action.

3. Setting Up Google Sheets with Pabbly Chatflow

To complete the integration, you need to connect your Google Sheets with Pabbly Chatflow. First, you will be asked to enter your Google Sheets URL. This URL acts as a bridge for the connection. Make sure you have the correct URL that points to the specific sheet you are working with.

Next, you need to specify the trigger column in your Google Sheets. This is usually the last column where updates will be made. For example, if column F contains the status updates, you will set that as your trigger column. Once you have entered all necessary details, click on the submit button to finalize the connection.

4. Sending WhatsApp Messages Using Pabbly Chatflow

With the connection established, it’s time to set up the WhatsApp message template in Pabbly Chatflow. Navigate to the action step and select ‘Send Template Message’. You will need to create a new template or select an existing one.

• Name your template, for example, ‘Order Update’.
• Draft the message you want to send, including placeholders for customer names and order status.
• Preview the message to ensure it appears correctly.

After drafting your message, save the template. This template will then be used to send updates whenever a new order status is added to your Google Sheets.

5. Testing and Verifying the Integration

After setting up the workflow, it’s crucial to test it to ensure everything works smoothly. Go back to your Google Sheets and add a new order status. For example, change the status of an order to ‘Delivered’. This action should trigger the workflow you created in Pabbly Chatflow.

Check your WhatsApp to see if the message was sent successfully. You should receive a message with the updated order status. This confirms that the integration between Google Sheets and Pabbly Chatflow is functioning as intended.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Chatflow to send order updates on WhatsApp from Google Sheets is a straightforward process. By following the steps outlined, you can automate your order notifications efficiently. This integration not only saves time but also keeps your customers informed about their order statuses seamlessly.