Integrating PAB with URL: A Step-by-Step Guide to Automate WhatsApp Messaging with Google Sheets

Learn how to integrate PAB with URL to automate WhatsApp messaging from Google Sheets using PAB Chat Flow. Step-by-step tutorial included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up PAB and URL Integration

To start integrating PAB with URL, first, you need to access the PAB Connect homepage. Type in the URL pab.com/connect in your browser. Once on the homepage, you’ll see options to sign in or sign up. If you are an existing user, click on ‘Sign In’. If you are new, select ‘Sign Up for Free’ to create a new account.

After logging in, you will be directed to the all-app section where you can find all PAB products. Click on ‘Access Now’ for PAB Chat Flow to begin the integration process. This setup allows you to send WhatsApp messages automatically based on data from Google Sheets.

Creating a Workflow in PAB Chat Flow

In this section, we will create a workflow in PAB Chat Flow. Click on the ‘Create Workflow’ option. A dialog box will appear prompting you to name your workflow. Enter a name, such as ‘Send WhatsApp Message from Google Sheets using PAB Chat Flow Automatically’. Choose the folder for saving this workflow; select ‘WhatsApp Marketing Automations’.

After naming and selecting the folder, click on ‘Create’. You will now see two windows labeled Trigger and Action. The trigger is the event that starts the workflow, while actions are the responses to that trigger. For this integration, we will set Google Sheets as the trigger application and PAB Chat Flow as the action application.

• Select Google Sheets as the trigger application.
• Choose the trigger event as ‘New Row’.
• Set PAB Chat Flow as the action application.

Now that the workflow is created, you can proceed to build the connection between Google Sheets and PAB Chat Flow. This connection will automate the process of sending WhatsApp messages to your customers based on the data from your Google Sheets.

Connecting Google Sheets to PAB Chat Flow

To connect Google Sheets with PAB, you will need a webhook URL. This URL acts as a bridge for transferring data. In your Google Sheets, go to the Extensions menu, then select Add-ons and click on ‘Get Add-ons’. Search for ‘PAB Connect Webhooks’ and install it.

Once installed, refresh your Google Sheets to see the PAB Connect Webhooks option under Extensions. Click on it and select ‘Initial Setup’. Here, paste the webhook URL you copied from PAB Connect. Specify the trigger column, which is the last column in your spreadsheet that will contain customer data. For example, if column C contains phone numbers, set C as your trigger column.

Sending WhatsApp Messages with PAB Chat Flow

Now that the connection between PAB and Google Sheets is established, it’s time to send WhatsApp messages using PAB Chat Flow. You need to set up your WhatsApp Cloud API account to obtain your access token, WhatsApp Business Account ID, and Phone Number ID. Enter these details in the PAB Chat Flow interface.

Next, go back to your action step in PAB Chat Flow and select ‘Send Message’. You will connect this action to the previously configured Google Sheets trigger. Map the phone number and customer name dynamically from the Google Sheets data to personalize each message.

• Enter the Access Token from your WhatsApp Cloud API.
• Map the phone number and name fields from the Google Sheets response.
• Send a test message to ensure everything is working correctly.

After completing these steps, your workflow is ready. Whenever a new customer is added to Google Sheets, a personalized WhatsApp message will be sent automatically.

Conclusion

Integrating PAB with URL allows businesses to automate WhatsApp messaging directly from Google Sheets. This seamless connection enhances customer engagement through personalized communication, making it easier to manage customer relationships.