Send WhatsApp Messages from Google Sheets Automatically | A Step-by-Step Guide

Learn how to send WhatsApp messages from Google Sheets automatically using Pabbly Connect and WhatsApp Cloud API. Follow our detailed step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect

To send WhatsApp messages from Google Sheets automatically, we first need to set up Pabbly Connect. Start by navigating to the Pabbly Connect website and sign in or create a new account. This platform allows you to automate workflows by connecting different applications seamlessly.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something like ‘Send WhatsApp Messages from Google Sheets Automatically’ and choose a folder to save it. This is essential for organizing your automations efficiently.

2. Trigger Setup with Google Sheets

Next, we will set Google Sheets as the trigger application in Pabbly Connect. In the trigger window, search for Google Sheets and select it. The trigger event should be set to ‘New or Updated Spreadsheet Row’. This ensures that every time a new entry is made, it will trigger the action to send a WhatsApp message.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Establish a connection by copying the provided webhook URL.

After setting this up, head over to your Google Sheets. Make sure you have the Pabbly Connect Webhooks extension installed. Go to the Extensions menu, select Pabbly Connect Webhooks, and click on Initial Setup. Here, paste the webhook URL you copied earlier and select the trigger column. This setup is crucial for linking Google Sheets with Pabbly Connect.

3. Action Setup with WhatsApp Cloud API

Now, we will configure the action to send WhatsApp messages using the WhatsApp Cloud API. In the action window of Pabbly Connect, search for the WhatsApp Cloud API and select it. Choose the action event as ‘Send Template Message’. This will allow you to send predefined messages to your customers.

To connect to the WhatsApp Cloud API, you will need your access token, phone number ID, and WhatsApp business account ID. These can be found in your Meta for Developers dashboard under API setup. Paste these details into the respective fields in Pabbly Connect to establish the connection.

• Input your access token, phone number ID, and WhatsApp business account ID.
• Select the message template you want to use for sending WhatsApp messages.
• Map the necessary fields from the Google Sheets response.

After mapping the fields, click on ‘Save and Send Test Request’. This will send a test message to verify the connection and ensure everything is working correctly.

4. Sending WhatsApp Messages

With the setup complete, it’s time to send WhatsApp messages from Google Sheets automatically. Go back to your Google Sheets and under the Extensions menu, select Pabbly Connect Webhooks again. Click on ‘Send All Data’ to initiate the process. This will send the WhatsApp messages to all the customers listed in your Google Sheets.

When you click ‘Send All Data’, it will trigger the workflow you set up in Pabbly Connect. Each customer’s details will be pulled from Google Sheets and sent as a WhatsApp message using the WhatsApp Cloud API. This process ensures that all your customers receive the updates about your new product launch.

Once the messages are sent successfully, you will see confirmation in your Pabbly Connect dashboard. This indicates that the automation is functioning correctly and your customers have been updated.

5. Conclusion

In conclusion, integrating Pabbly Connect, Google Sheets, and WhatsApp Cloud API allows you to send WhatsApp messages automatically. This automation saves time and ensures your customers are always informed about new updates. By following the steps outlined, you can easily set up this powerful workflow.