Integrating WordPress with WhatsApp and Google Sheets Using Pabbly Connect

Learn how to automate WhatsApp messages and Google Sheets entries for new WordPress users using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate WordPress, WhatsApp, and Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website.

Once on the site, sign in to your existing account or create a new one. If you’re new, you can sign up for free and get access to 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. This is where you’ll set up the automation for sending WhatsApp messages and adding entries to Google Sheets. using Pabbly Connect

• Name your workflow, for example, ‘WhatsApp Notification for New WordPress Users.’
• Select the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be set to WordPress, specifically when a new user registers.

3. Setting Up WordPress Integration with Pabbly Connect

To connect WordPress with Pabbly Connect, you need to set up a webhook. In your Pabbly Connect workflow, select WordPress as the trigger app and choose ‘User Registers’ as the trigger event.

This will generate a webhook URL that you need to copy. Next, go to your WordPress dashboard, navigate to the Plugins section, and install the WP Webhooks plugin if you haven’t done so already. After installation, access the plugin settings to add the webhook URL.

• Select ‘User Created’ in the WP Webhooks settings.
• Paste the copied webhook URL into the appropriate field.
• Save the settings to activate the webhook.

Now, every time a new user registers on your WordPress site, this webhook will send the data to Pabbly Connect.

4. Sending WhatsApp Messages Using AI Sensei

With the WordPress integration set up, the next step is to send a WhatsApp message using AI Sensei through Pabbly Connect. In the action application, select WhatsApp by AI Sensei and choose ‘Send Template Message’ as the action event.

Connect your AI Sensei account by entering the required API key from your AI Sensei account. This key can be found in the manage section of your AI Sensei account. Once connected, you will need to fill in the campaign name and the message template.

Enter the mobile number of the user who registered. Map the user’s first and last name as template parameters. Click ‘Save and Send Test Request’ to verify the setup.

After completing these steps, you should receive a WhatsApp message welcoming the new user, confirming that the integration is functioning correctly.

5. Adding User Details to Google Sheets

Finally, to store the user details, integrate Google Sheets with Pabbly Connect. In your action application, select Google Sheets and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by signing in and granting the necessary permissions. Once connected, select the spreadsheet where you want to store the user details, such as ‘Customer Registration Details.’

Map the fields from WordPress registration (name, email, phone) to the corresponding columns in Google Sheets. Click ‘Save and Send Test Request’ to check if the data is added correctly.

Once confirmed, every new user registration will automatically add their details to Google Sheets, completing the integration process.

Conclusion

By following this tutorial, you can effectively automate WhatsApp messaging and Google Sheets entries for new WordPress users using Pabbly Connect. This integration streamlines your workflow and enhances customer engagement.