How to Send WhatsApp Messages from Microsoft Excel Using Pabbly Connect

Learn how to send WhatsApp messages from Microsoft Excel using Pabbly Connect and WhatsApp Cloud API. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin sending WhatsApp messages from Microsoft Excel, you need to access Pabbly Connect. Start by visiting the Pabbly website and logging in to your account. If you don’t have an account, you can sign up for free, which will give you access to 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you’ll find options to create new workflows. This platform serves as the central hub for integrating Microsoft Excel with WhatsApp Cloud API, enabling automated messaging whenever new contacts are added.

2. Creating a Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, where you will be prompted to name your workflow. For this tutorial, name it ‘Send WhatsApp Message from Microsoft Excel’ and select the folder where you want to save it.

• Click on ‘Create’ to finalize your workflow setup.
• This will take you to the workflow editor, where you can set up triggers and actions.

In this section, you will set the trigger application as Microsoft Excel and the event as ‘New Row in Worksheet’. This means that every time you add a new contact in your Excel sheet, it will trigger the action to send a WhatsApp message automatically.

3. Connecting Microsoft Excel to Pabbly Connect

After setting up your workflow, the next step is to connect Microsoft Excel to Pabbly Connect. Select Microsoft Excel as your trigger application and then click on ‘Connect’. You will need to add a new connection, which involves logging into your Microsoft Excel account to grant access.

Once connected, select the workbook containing your contact details. Ensure your workbook has the necessary columns, such as Name and Contact Number, which will be used to send the WhatsApp messages. This integration is crucial as it allows Pabbly Connect to fetch the new contact details automatically.

4. Setting Up WhatsApp Cloud API in Pabbly Connect

With Microsoft Excel connected, the next step involves setting up the WhatsApp Cloud API within Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as your action event. This enables you to send pre-defined messages to your new contacts.

• You will need to connect your WhatsApp Cloud API account by providing the required credentials: Access Token, Phone Number ID, and WhatsApp Business Account ID.
• These credentials can be obtained by creating a WhatsApp Cloud API account and setting up your application.

After entering these details, click on ‘Save’ to establish the connection. This setup will allow Pabbly Connect to send messages through WhatsApp whenever a new contact is added to your Excel sheet.

5. Sending WhatsApp Messages Automatically

Finally, to complete the integration, you need to configure the message template that will be sent via WhatsApp. Select the template you created in your WhatsApp Cloud API account, mapping the recipient’s mobile number and any variables, such as the contact name. using Pabbly Connect

After mapping all necessary fields, click on ‘Save and Send Test Request’. This action will send a WhatsApp message to the newly added contact. You can verify that the message has been received in your WhatsApp application, confirming that the integration is successful.

Conclusion

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

In conclusion, using Pabbly Connect allows you to automate sending WhatsApp messages directly from Microsoft Excel. By following these detailed steps, you can ensure that every new contact added in Excel receives a timely WhatsApp message, enhancing your communication efficiency.