Turn Google Sheets into a WhatsApp Machine with Pabbly Connect

Learn how to automate sending WhatsApp messages from Google Sheets using Pabbly Connect. Step-by-step tutorial on integrating Google Sheets with WhatsApp API services. 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 Automation

To start the process of turning Google Sheets into a WhatsApp machine, you need to access Pabbly Connect. Begin by signing up for a free account on the Pabbly Connect dashboard. This platform enables seamless integration between Google Sheets and WhatsApp API services.

Once you are logged into your Pabbly Connect account, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Google Sheets to WhatsApp’, and select the appropriate folder for your automation. This setup will facilitate the sending of messages to customers directly from your Google Sheets.

2. Setting Up the Trigger in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. Select Google Sheets as the app in the trigger section. For the trigger event, choose ‘New or Updated Spreadsheet Row’. This allows the automation to activate whenever a new entry is made in your Google Sheets.

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

After copying the webhook URL, go back to your Google Sheets. Navigate to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’. Install this add-on, refresh your Google Sheets, and set up the webhook URL in the add-on settings. This will connect your Google Sheets to Pabbly Connect.

3. Configuring the Pabbly Connect Webhook in Google Sheets

After setting up the webhook in Google Sheets, you need to configure it with Pabbly Connect. Click on the ‘Initial Setup’ option in the Pabbly Connect Webhooks add-on. Here, you will specify the sheet that contains your customer data and paste the webhook URL you copied earlier.

Next, select the trigger column, which is the last column where you will enter data. This column will trigger the automation. Click on ‘Send Test’ to verify that data is being sent correctly from Google Sheets to Pabbly Connect. If successful, you will see the test data reflected in your workflow.

4. Integrating WhatsApp API with Pabbly Connect

Once the trigger is set up, the next step is to integrate your WhatsApp API service with Pabbly Connect. In the action step, search for your WhatsApp API service, such as Wati. For the action event, select ‘Send Template Message’ to configure how messages will be sent to customers.

Connect your WhatsApp account by entering the API endpoint and access token from your WhatsApp service provider. After connecting, you will need to map the WhatsApp number from your Google Sheets data to the corresponding field in Pabbly Connect. This ensures that the message is sent to the correct recipient.

• Select the WhatsApp API service in the action step.
• Enter the API endpoint and access token to connect.
• Map the WhatsApp number from Google Sheets to the action field.

After completing these steps, you can create a template message in your WhatsApp API account. This template will include dynamic parameters like customer names and offers, making your messages personalized.

5. Sending Messages to Customers via Pabbly Connect

With the integration complete, you can now send WhatsApp messages to all your customers listed in Google Sheets. To do this, go back to your Google Sheets, navigate to Extensions > Pabbly Connect Webhooks, and select the ‘Send All Data’ option. This action will trigger the automation created in Pabbly Connect, sending messages to each customer in your sheet.

As each message is sent, you will receive confirmation in your Pabbly Connect workflow. This automation allows you to efficiently communicate with multiple customers without manual effort. The setup ensures that all customer details are accurately processed and sent via WhatsApp.

This entire process showcases the power of Pabbly Connect in automating workflows between Google Sheets and WhatsApp, turning your Google Sheets into a WhatsApp machine.

Conclusion

In summary, using Pabbly Connect to automate WhatsApp messaging from Google Sheets streamlines communication with customers. This integration allows for efficient message delivery, enhancing customer engagement and saving time.