Integrating WhatsApp with Google Sheets Using Pabbly Connect

Learn how to integrate WhatsApp with Google Sheets using Pabbly Connect for automated messaging. Step-by-step tutorial with detailed instructions. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Google Sheets, we first need to access Pabbly Connect. Sign up for an account if you haven’t already, and you’ll be directed to the dashboard where you can create workflows.

Once logged in, click on the ‘Create Workflow’ button. This is where you’ll set up your automation to send WhatsApp messages every time a new row is added to your Google Sheets. This integration process will be completed in just a few minutes.

2. Setting Up Google Sheets as the Trigger

In this step, we will set Google Sheets as the trigger application in Pabbly Connect. Choose Google Sheets as your trigger app and select the event ‘New Spreadsheet Row’. This means that every time a new lead is added to your spreadsheet, the workflow will be triggered.

• Select Google Sheets as the trigger application.
• Choose ‘New Spreadsheet Row’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you need to go to your Google Sheets and set up the integration. This involves using the Pabbly Connect Webhooks add-on in Google Sheets to send data to Pabbly Connect.

3. Configuring Webhook in Google Sheets

Next, navigate to your Google Sheets, go to ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for the Pabbly Connect Webhooks add-on and install it. After installation, refresh your Google Sheets to see the new add-on. using Pabbly Connect

Once refreshed, go back to ‘Extensions’, select ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Paste the copied webhook URL into the designated field, and specify the trigger column where your data will be added (for example, column D).

4. Sending WhatsApp Messages via Pabbly Connect

Now it’s time to set WhatsApp as the action application in Pabbly Connect. Choose the action application ‘Interact’ and select the event ‘Send WhatsApp Template Message’. This step is crucial as it defines what action will occur when the trigger is activated.

To establish a connection, you’ll need to log in to your Interact account and obtain the secret key. Paste this key into Pabbly Connect to connect your WhatsApp account. After connecting, map the phone number and template code name to customize your message.

• Map the phone number using the data received from Google Sheets.
• Specify the template code name for the WhatsApp message.
• Fill in any required body variables for the message.

Once everything is set up, click on ‘Save and Send Test Request’ to test the integration. If successful, you will receive a WhatsApp message confirming the setup.

5. Testing the Integration in Real Time

Finally, to ensure everything works seamlessly, add a new row in your Google Sheets with the required lead information. As soon as you hit enter, Pabbly Connect will trigger the workflow, sending a WhatsApp message to the specified number.

Check your WhatsApp to confirm that the message has been received. This real-time testing validates that the integration between Google Sheets and WhatsApp via Pabbly Connect is functioning correctly.

Remember, every time a new row is added, the same process will occur, automating your communication with leads efficiently.

Conclusion

In this tutorial, we explored how to integrate WhatsApp with Google Sheets using Pabbly Connect. This automation allows for efficient communication with new leads, ensuring timely responses and improved workflow management.