How to Send WhatsApp Messages from Microsoft Excel Using Pabbly Connect

Learn how to automate sending WhatsApp messages from Microsoft Excel using Pabbly Connect. Follow our step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages from Microsoft Excel, you first need to access Pabbly Connect. Start by opening your web browser and navigating to the Pabbly Connect website. If you are new, you can sign up for free, which only takes a couple of minutes.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button to start setting up your integration. You will be prompted to name your workflow, which could be something like ‘Send WhatsApp Message from Microsoft Excel.’ After naming, select the folder to save your workflow.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger application in Pabbly Connect. For this integration, select Microsoft Excel as your trigger application. The trigger event will be ‘New Row in Worksheet,’ which activates whenever a new contact is added.

• Choose Microsoft Excel from the application list.
• Select the trigger event as ‘New Row in Worksheet.’
• Connect your Microsoft Excel account to Pabbly Connect.

After connecting, you will need to select the specific workbook containing your contact details. Ensure that your workbook is set up with the correct columns for names and contact numbers. This setup will facilitate the automation of sending WhatsApp messages to new contacts.

3. Action Setup with WhatsApp Cloud API

After setting up the trigger, the next step is configuring the action application in Pabbly Connect. For this, select WhatsApp Cloud API as your action application. The action event you need is ‘Send Template Message,’ which allows you to send predefined messages to the contacts.

To connect WhatsApp Cloud API with Pabbly Connect, you will need to enter your access token, phone number ID, and WhatsApp Business Account ID. These details can be obtained from your WhatsApp Cloud API account. Make sure to refresh your access token before copying it to ensure it is current.

• Input your WhatsApp Cloud API access token.
• Provide your phone number ID and WhatsApp Business Account ID.
• Select the template you want to use for the message.

Once all the required fields are filled, save your settings. This will establish the action connection, allowing Pabbly Connect to send messages through WhatsApp Cloud API whenever a new contact is added in Microsoft Excel.

4. Testing the Integration

With both the trigger and action set up, it’s time to test the integration in Pabbly Connect. To do this, add a new contact in your Microsoft Excel workbook. Ensure that the contact’s WhatsApp number is included in the new row you create.

After saving the new contact, return to Pabbly Connect and review the response received from Microsoft Excel. If everything is configured correctly, you should see the new contact’s details reflected in the response. This confirms that the trigger is functioning properly.

Check the response data for the new contact. Verify that the WhatsApp message has been sent successfully. Review any error messages if the message was not sent.

Once confirmed, you will receive the WhatsApp message on the contact’s number, demonstrating that the integration is working as intended. This automation saves time and ensures timely communication with new contacts.

5. Conclusion

In this tutorial, we explored how to send WhatsApp messages from Microsoft Excel using Pabbly Connect. By setting up a trigger for new contacts in Excel and an action to send messages via WhatsApp Cloud API, you can automate your communication process. This integration enhances efficiency and ensures that your messages reach new contacts promptly.

With Pabbly Connect, you can easily manage your workflows and integrate various applications for seamless automation. Start using Pabbly Connect today to streamline your processes and improve your productivity!