Learn how to automate WhatsApp messages using Google Sheets and Make integration. Follow this detailed guide for step-by-step instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Sending WhatsApp Messages in Bulk Using Automation

WhatsApp integration allows you to send messages in bulk automatically. This process begins with a Google Sheets document containing customer data. You can send WhatsApp messages directly from this spreadsheet, making communication efficient. using Pabbly Connect

To start, ensure you have the Ultra message application set up. This application enables you to send WhatsApp messages seamlessly. You will need to create a free account on Ultra message and log into the dashboard to proceed with the integration.

2. Connecting Google Sheets and Ultra Message with Pabbly Connect

To connect Google Sheets with Ultra message, you will utilize Pabbly Connect. This integration software helps automate tasks between applications. Start by creating a workflow in Pabbly Connect and naming it appropriately, such as ‘Send WhatsApp Messages in Bulk from Google Sheets.’

Next, you will set up the trigger and action within Pabbly Connect. The trigger will be set to ‘New or Updated Spreadsheet Row’ in Google Sheets. After selecting this, you will receive a webhook URL that you’ll need to copy and paste into your Google Sheets.

  • Copy the webhook URL from Pabbly Connect.
  • In Google Sheets, click on Extensions, then Add-ons, and search for the Pabbly Connect Webhooks add-on.
  • Install the add-on and paste the webhook URL in the initial setup.

After pasting the URL, specify the trigger column in your spreadsheet that will activate the automation. Once configured, test the setup to ensure data is captured correctly from Google Sheets.

3. Setting Up WhatsApp Integration in Ultra Message

Once your Google Sheets is connected to Pabbly Connect, the next step is to set up WhatsApp integration through Ultra message. Log into your Ultra message dashboard and navigate to the instances section. Here, you will create a new instance to generate a QR code for WhatsApp.

Click on the ‘Add Instances’ button and confirm the action. After a few moments, you will see the QR code for your newly created instance. Scan this QR code using WhatsApp Web to link your account with Ultra message.

  • Navigate to the instances section in Ultra message.
  • Click on ‘Add Instances’ and confirm.
  • Scan the QR code with WhatsApp Web to establish the connection.

Once linked, you will receive an instance ID and token, which you will need to input back into Pabbly Connect to finalize the WhatsApp integration.

4. Sending Messages to Customers through Automation

With both Google Sheets and Ultra message connected through Pabbly Connect, you can now send WhatsApp messages to your customers. In Pabbly Connect, select the action event as ‘Send a Message’ from Ultra message. You will need to input the instance ID and token generated earlier.

For the message body, you can compose a personalized message. Make sure to map the customer’s phone number and name from the Google Sheets data to ensure each message is tailored to the recipient. This mapping allows for dynamic content in your messages.

Input the instance ID and token in Pabbly Connect. Compose a message, ensuring to dynamically map customer details. Set the priority for the messages based on urgency.

Once everything is set, click on ‘Save and Send Test Request’ in Pabbly Connect to verify that messages are being sent correctly. You should see the messages arriving on your WhatsApp as expected.

5. Enabling Bulk Messaging for All Customers

To send WhatsApp messages in bulk, you will need to enable the option to ‘Send All Data’ in Pabbly Connect. This setting allows the automation to process all customer entries in your Google Sheets at once rather than one at a time.

Once you enable this option, every time you add new data to your Google Sheets, the automation will trigger and send messages to all customers listed. This feature is particularly useful for promotions or announcements where you want to reach a large audience quickly.

By following these steps, you can efficiently automate the process of sending WhatsApp messages to your customers directly from Google Sheets using Pabbly Connect. This integration not only saves time but also enhances customer engagement.

Conclusion

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

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In conclusion, integrating WhatsApp with Automation using tools like Pabbly Connect allows businesses to send personalized messages efficiently. By following the detailed steps outlined, you can automate bulk messaging directly from Google Sheets, enhancing your communication strategy.