Send Personalized WhatsApp Invites Automatically Using Pabbly Connect

Learn how to send personalized WhatsApp invites automatically by integrating Google Sheets with WhatsApp Cloud API using Pabbly Connect. Follow our step-by-step guide! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Invites

To send personalized WhatsApp invites automatically, we will use Pabbly Connect as the central integration platform. Start by visiting the Pabbly website and signing in or creating a free account. This process is quick and grants you access to 100 free tasks every month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow, such as ‘Send Personalized WhatsApp Invites Automatically’, and select a folder to save it. This organization will help manage multiple workflows efficiently.

2. Configuring the Trigger with Google Sheets

In this step, we will set up the trigger in Pabbly Connect using Google Sheets. Click on the trigger box and select Google Sheets as the application. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This event will activate the workflow whenever a new contact is added or updated in your Google Sheet.

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

Next, head to your Google Sheet. Go to Extensions, then Add-ons, and select ‘Get Add-ons’. Search for Pabbly Connect Webhook and install it. Once installed, navigate to Extensions again, select Pabbly Connect Webhook, and click on ‘Initial Setup’. Paste the copied webhook URL and specify the trigger column, which should be the last data entry column.

3. Enabling Automatic Invites

After configuring the trigger, we need to enable automatic invites through Pabbly Connect. In the Pabbly Connect dashboard, ensure that the trigger is set to send data to WhatsApp whenever a new contact is added. This is done by selecting the option to send on event in the Pabbly Connect Webhook settings.

• Enable the ‘Send on Event’ option in Pabbly Connect Webhook.
• Test the connection by sending a test message.
• Confirm that the data is received correctly in Pabbly Connect.

Once the test is successful, you are ready to move on to the action setup. This ensures that all new contacts will receive personalized WhatsApp invites automatically as soon as they are added to your Google Sheet.

4. Setting Up the Action with WhatsApp Cloud API

Now we will configure the action step in Pabbly Connect using the WhatsApp Cloud API. For the action application, select WhatsApp Cloud API and choose ‘Send Template Message’ as the action event. This action will allow you to send personalized messages to the contacts in your Google Sheet.

To connect WhatsApp Cloud API with Pabbly Connect, you will need to provide your access token, phone number ID, and business account ID. These details can be found in your WhatsApp Cloud API account. Make sure to copy and paste these values into the respective fields in Pabbly Connect.

5. Finalizing the Workflow and Sending Invites

After setting up the action, you need to select your message template in Pabbly Connect. Choose the template you created for sending WhatsApp invites. Ensure that you map the WhatsApp number and any other required fields, such as the name of the contact and the URL of the invitation card.

Finally, click on ‘Save and Send Test’ to send a test invitation. If successful, you will see a confirmation response indicating that the invitation was sent. To send invites to all contacts in your Google Sheet, go back to Extensions, select Pabbly Connect Webhook, and choose the option to send all data.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send personalized WhatsApp invites automatically by integrating Google Sheets with WhatsApp Cloud API. By following these steps, you can streamline your invitation process and ensure no one is missed on special occasions.