Send Christmas Wishes to Customers on WhatsApp Using Pabbly Connect

Learn how to send Christmas wishes to customers on WhatsApp using Google Sheets and Pabbly Connect. Follow our step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send Christmas wishes to customers on WhatsApp, you first need to access Pabbly Connect. Sign in to your account or create a new one if you are a first-time user. Pabbly Connect allows you to automate workflows between applications seamlessly.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button to begin setting up your integration. This is where you will define the trigger and action that will send your Christmas wishes.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. Click on the trigger window and select ‘Schedule by Pabbly’. This option allows you to automate the sending of messages on a specific date and time.

• Choose how often you want the workflow to run.
• Set the date for December 25 as this is when you want to send the wishes.
• Specify the time as 10 AM.

After setting these parameters, click on ‘Save’. This action schedules your workflow to send automated WhatsApp messages to your customers on Christmas Day.

3. Fetching Customer Data from Google Sheets

In this section, you will fetch customer data using Pabbly Connect. You need to set up an action step to retrieve names and phone numbers from your Google Sheets. Select ‘Google Sheets’ as the action application.

Next, choose the option to fetch data from the spreadsheet. Specify the spreadsheet name and the sheet that contains your customer details. Ensure you enter the range of data you want to fetch, for example, A2 to B250.

4. Sending WhatsApp Messages Automatically

Now that you have set up the trigger and fetched customer data, it’s time to send WhatsApp messages using Pabbly Connect. Select ‘WhatsApp’ as your action application. You will need to connect your WhatsApp account using the API and access token.

Map the phone number field from the previous step to ensure messages are sent to the correct recipients. Create a message template for your Christmas wishes, including a personalized greeting for each customer.

• Include a warm Christmas greeting.
• Add a personal touch by including the customer’s name.

After setting up the message template, click on ‘Save’. This ensures that your automated messages are ready to be sent out on Christmas Day.

5. Testing and Launching Your Workflow

Before you finalize everything, it’s crucial to test your workflow in Pabbly Connect. Use the ‘Send Test Request’ feature to verify that your setup is working correctly. Make sure that the messages are formatted properly and are being sent to the right phone numbers.

Once you confirm that everything is functioning as intended, activate your workflow. Your customers will receive automated Christmas wishes via WhatsApp on the specified date and time, ensuring a smooth and festive communication process.

Conclusion

By using Pabbly Connect to integrate Google Sheets and WhatsApp, you can effortlessly send personalized Christmas wishes to your customers. This automation not only saves time but also enhances customer engagement during the festive season.