Learn to send WhatsApp messages directly from Google Sheets using Pabbly Connect. Follow this step-by-step guide to automate your messaging process effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect to Start Your Integration
To send WhatsApp messages from Google Sheets, you first need to access Pabbly Connect. Start by signing in to your existing account or create a new one if you are a new user. Pabbly Connect allows you to automate workflows between various applications seamlessly.
Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that will help you send WhatsApp messages directly from Google Sheets. Click on the ‘Create Workflow’ button to begin setting up your integration.
2. Setting Up Trigger and Action in Pabbly Connect
In this step, you will set Google Sheets as your trigger application in Pabbly Connect. This means whenever a new or updated row is added to your Google Sheet, it will trigger the action to send a WhatsApp message. Select ‘Google Sheets’ as your trigger application and choose the event ‘New or Updated Spreadsheet Row’.
- Select Google Sheets as the trigger application.
- Choose the trigger event: New or Updated Spreadsheet Row.
- Proceed to set WhatsApp as the action application.
Next, you will set WhatsApp Cloud API as your action application. The action event will be to send a template message. This step is crucial as it defines what action will occur when the trigger is activated.
3. Connecting Google Sheets with Pabbly Connect
To connect Google Sheets with Pabbly Connect, you need to set up a webhook URL provided by Pabbly. This URL acts as a bridge between Google Sheets and Pabbly Connect. Copy the webhook URL from Pabbly Connect and go to your Google Sheet.
In your Google Sheet, navigate to Extensions, then to Pabbly Connect Webhooks, and select Initial Setup. Here, paste the copied webhook URL. You will also need to specify the trigger column, which will be the final data column that will trigger the WhatsApp message when filled.
4. Configuring WhatsApp Cloud API in Pabbly Connect
After successfully connecting Google Sheets, the next step is to configure the WhatsApp Cloud API in Pabbly Connect. You will need to enter your token, phone number ID, and WhatsApp business account ID. These details are essential for authenticating your WhatsApp account.
To obtain these details, go to your WhatsApp Manager and find your API setup. Once you have copied the necessary details, paste them into the respective fields in Pabbly Connect. This ensures that your WhatsApp messages can be sent successfully.
5. Sending WhatsApp Messages to Customers
Now that everything is set up, you can send WhatsApp messages to your customers directly from Google Sheets using Pabbly Connect. To do this, map the customer details such as name and phone number from Google Sheets into the WhatsApp message template you created earlier.
Finally, click on ‘Send Test Request’ to ensure everything is working correctly. If successful, you will see a confirmation that the WhatsApp message has been sent to the customer. You can also use the ‘Send All Data’ option in Google Sheets to send messages to all customers listed in your sheet.
Conclusion
Using Pabbly Connect, you can efficiently send WhatsApp messages from Google Sheets. This integration simplifies your communication process, allowing you to reach your customers with ease and keep them informed about your latest offers.
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