How to Send WhatsApp Messages Using Microsoft Excel with Pabbly Connect

Learn how to send WhatsApp messages directly from Microsoft Excel using Pabbly Connect in this detailed step-by-step tutorial. 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 to Send WhatsApp Messages

To send WhatsApp messages using Microsoft Excel, the first step is to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. Start by visiting the Pabbly Connect website and either sign in or create a new account.

Once logged in, navigate to the dashboard. Here, you will find all the applications you can integrate. For this process, you will specifically use Microsoft Excel and WhatsApp Cloud API through Pabbly Connect. This setup will enable automatic message sending whenever new customer data is added in Excel.

2. Creating a New Workflow in Pabbly Connect

Next, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. A suitable name could be ‘Send WhatsApp Message Using Microsoft Excel’. Choose a folder to save your workflow for better organization.

• Click on the ‘Create’ button to proceed.
• You will see two boxes labeled ‘Trigger’ and ‘Action’.
• Select ‘Microsoft Excel’ as the trigger application.

After selecting Microsoft Excel, set the trigger event to ‘New Row in Worksheet’. This means that every time a new customer is added to the Excel sheet, the workflow will trigger. This is where Pabbly Connect starts to automate the process of sending WhatsApp messages.

3. Connecting Microsoft Excel in Pabbly Connect

To connect Microsoft Excel, click on the ‘Connect’ button in Pabbly Connect. You will then need to add a new connection. Click on the option to connect with Microsoft Excel. If you are already logged into your Microsoft account, it will automatically detect your account.

Scroll down and click ‘Accept’ to grant access to your Microsoft account. Once connected, select your workbook and the specific worksheet that contains your customer data. For instance, you may have a workbook named ‘Customer Contact Details’ with a worksheet called ‘Sheet1’. This allows Pabbly Connect to pull data directly from your Excel sheet.

4. Setting Up WhatsApp Cloud API in Pabbly Connect

After establishing the connection with Microsoft Excel, the next step is to set up the action for sending messages via WhatsApp. In the action application, select ‘WhatsApp Cloud API’. The action event will be ‘Send Template Message’. This is crucial for sending messages to your customers automatically through Pabbly Connect.

To connect WhatsApp Cloud API, click on the ‘Connect’ button and add a new connection. You will need to provide your access token, phone number ID, and WhatsApp Business Account ID. These details can be found in your WhatsApp Cloud API account. Make sure to refresh your access token before using it.

5. Testing and Verifying the Integration

With both Microsoft Excel and WhatsApp Cloud API connected through Pabbly Connect, it’s time to test the integration. Fill in your customer details in the Excel sheet, including their first name, last name, and WhatsApp number. This data will be used to send personalized messages.

Once you have added a new customer, go back to Pabbly Connect and click on the ‘Save and Send Test’ button. If everything is set up correctly, you should see a positive response indicating that the message has been sent successfully. Verify by checking your WhatsApp for the message.

This entire process showcases how Pabbly Connect bridges the gap between Microsoft Excel and WhatsApp Cloud API, automating your communication with customers instantly.

Conclusion

In this tutorial, we explored how to send WhatsApp messages using Microsoft Excel with Pabbly Connect. By following the steps outlined, you can easily automate your messaging process, ensuring timely communication with your customers. This integration not only saves time but also enhances customer engagement effectively.