Send Personalized WhatsApp Invites Automatically Using Pabbly Connect

Learn how to send personalized WhatsApp invites automatically using Pabbly Connect, Google Sheets, and WhatsApp Cloud API with this detailed tutorial. 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. Accessing Pabbly Connect to Start Integration

To send personalized WhatsApp invites automatically, you first need to access Pabbly Connect. This platform serves as the central hub for integrating Google Sheets with WhatsApp Cloud API. You can begin by visiting the Pabbly website and signing in or creating a free account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. This workflow will facilitate the connection between your Google Sheets and WhatsApp Cloud API, allowing for automatic message sending whenever a new contact is added.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow specifically for sending WhatsApp invites. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Send Personalized WhatsApp Invites Automatically’. This will help you manage your integrations easily. using Pabbly Connect

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

After copying the webhook URL, go to your Google Sheets, navigate to ‘Extensions’, and select ‘Pabbly Connect Webhook’. Here, set up the initial configuration by pasting the webhook URL and selecting the trigger column, which will be the final data column that triggers the workflow.

3. Setting Up WhatsApp Cloud API in Pabbly Connect

With your Google Sheets trigger configured, the next step involves setting up the action application, which is the WhatsApp Cloud API. In the action tab of your workflow, select WhatsApp Cloud API and choose ‘Send Template Message’ as the action event.

To connect the WhatsApp Cloud API to Pabbly Connect, you will need to enter your access token, phone number ID, and business account ID. These details can be retrieved from your WhatsApp Cloud API account, which must be set up prior to this step.

• Copy the temporary access token from your WhatsApp Cloud API setup.
• Retrieve the phone number ID and paste it into Pabbly Connect.
• Finally, get the WhatsApp business account ID and enter it into Pabbly Connect.

Once these details are filled in, click ‘Save’ to establish the connection. This setup allows Pabbly Connect to send messages through WhatsApp Cloud API whenever a new row is added to your Google Sheets.

4. Customizing Your WhatsApp Template

To send personalized invites, you need to create a message template in your WhatsApp Cloud API account. This template can include a customized message and an invitation card. Ensure that the template is approved by WhatsApp before using it in your workflow.

Once you have your template ready, go back to Pabbly Connect and select your template in the action setup. You will also need to map the recipient’s mobile number from your Google Sheets, along with any other variables you want to include, such as the invitee’s name.

Select the template you created from the dropdown menu. Map the WhatsApp number of the invitee from your Google Sheets. Paste the URL of your invitation card in the header image URL field.

After mapping all required fields, click ‘Save and Send Test’. This action will send a test invite to ensure everything is set up correctly.

5. Sending Invites to All Contacts

Once you have tested the setup and confirmed that the invites are sent correctly, you can now send invites to all contacts in your Google Sheets. Go back to your Google Sheets, navigate to ‘Extensions’, select ‘Pabbly Connect Webhook’, and click on ‘Send All Data’. This action will trigger the sending of personalized invites to all contacts listed.

Keep in mind that you should only enable this option after you have completed the entire setup. This will allow Pabbly Connect to automatically send invites to new contacts added to your Google Sheets in the future, saving you time and effort.

Conclusion

In this tutorial, we explored how to send personalized WhatsApp invites automatically using Pabbly Connect. By integrating Google Sheets with WhatsApp Cloud API, you can efficiently manage your invites for any special occasion. This automation not only saves time but also ensures that no invitee is missed in the process.