Learn how to send WhatsApp messages from Google Sheets using Pabbly Connect. This detailed tutorial covers all the steps to automate your messaging process. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect to Send WhatsApp Messages
To send WhatsApp messages from Google Sheets, you must first access Pabbly Connect. Start by signing in to your account or create a new one if you are a new user. This platform will serve as the integration hub for connecting Google Sheets with WhatsApp.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow specifically for sending WhatsApp messages. This workflow will automate the process of sending messages to your customers based on the data in your Google Sheets.
2. Creating a Workflow in Pabbly Connect
After accessing your dashboard in Pabbly Connect, click on the ‘Create Workflow’ button located in the top right corner. In the dialog box that appears, name your workflow something descriptive, like ‘Send WhatsApp Messages from Google Sheets’. This will help you easily identify the workflow later.
- Select Google Sheets as the trigger application.
- Choose the trigger event as ‘New or Updated Spreadsheet Row’.
- Set WhatsApp Cloud API as the action application.
- Select ‘Send Template Message’ as the action event.
Once you have set these parameters, click on the ‘Create’ button to finalize your workflow setup. This step is crucial as it lays the foundation for sending WhatsApp messages to your customers.
3. Connecting Google Sheets to Pabbly Connect
To establish a connection between Google Sheets and Pabbly Connect, you will need to use a Webhook URL provided by Pabbly. Copy this URL from the Pabbly Connect interface and head over to your Google Sheets.
In Google Sheets, ensure you have the Pabbly Connect Webhook extension installed. If not, go to Extensions > Add-ons > Get Add-ons and search for Pabbly Connect Webhooks to install it. After installation, navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the copied Webhook URL and specify the trigger column where new data will be entered.
4. Sending WhatsApp Messages Using Pabbly Connect
Once the connection is established, you can start sending WhatsApp messages. In the Pabbly Connect dashboard, click on ‘Connect’ to set up your WhatsApp Cloud API connection. You will need to input your temporary access token, phone number ID, and WhatsApp business account ID obtained from the Meta for Developers platform. using Pabbly Connect
- Copy the temporary access token from the API setup page.
- Paste it into the corresponding field in Pabbly Connect.
- Repeat this for the phone number ID and WhatsApp business account ID.
After saving your settings, select the message template you wish to use for your WhatsApp messages. Ensure that you have created this template in the WhatsApp manager beforehand. This process allows you to customize your messages dynamically based on the customer data from Google Sheets.
5. Finalizing and Testing Your Integration
With everything set up, you can now test your integration. In Google Sheets, go to Extensions > Pabbly Connect Webhooks > Send All Data. This will trigger the sending of WhatsApp messages to all customers listed in your Google Sheets. using Pabbly Connect
As you execute this, check Pabbly Connect for a successful response. If everything is configured correctly, you will see the details of the customer captured in Pabbly Connect, confirming that the WhatsApp messages have been sent successfully. This automation will save you time and ensure that your customers receive timely updates about your offerings.
Conclusion
By following this guide, you can easily send WhatsApp messages from Google Sheets using Pabbly Connect. This integration not only streamlines your communication process but also enhances customer engagement through timely messages. Automate your messaging today for better customer interaction!
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