Learn how to automate WhatsApp messaging from Google Sheets using Pabbly Connect. Step-by-step guide to integrate seamlessly and boost your communication. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Getting Started with Pabbly Connect
To turn your Google Sheets into a WhatsApp machine, the first step is to access Pabbly Connect. This integration platform allows you to automate the process of sending WhatsApp messages directly from your Google Sheets.
Begin by signing up for a free account on Pabbly Connect. Once you have access, navigate to the dashboard where you can create a new workflow. This will allow you to set up the automation that connects Google Sheets with WhatsApp API services.
2. Creating a Workflow in Pabbly Connect
After logging into Pabbly Connect, click on the ‘Create Workflow’ button to start your automation. Name your workflow something descriptive, such as ‘Google Sheets to WhatsApp’. This helps in identifying the automation later.
- Select Google Sheets as your trigger application.
- Choose the trigger event as ‘New or Updated Spreadsheet Row’.
- Copy the webhook URL provided by Pabbly Connect.
These steps will initiate the connection between your Google Sheets and Pabbly Connect, enabling the automation to function effectively.
3. Setting Up Google Sheets with Pabbly Connect
Next, you need to configure your Google Sheets to work with Pabbly Connect. Go to your Google Sheet, click on Extensions, then Add-ons, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.
After installation, refresh your Google Sheet. Then, navigate back to Extensions, find Pabbly Connect Webhooks, and select ‘Initial Setup’. Here, you will paste the webhook URL you copied earlier and select the trigger column, which should be the last column with data.
- Enter the last column where data entries are made.
- Click on ‘Send Test’ to confirm the setup.
This setup ensures that each time a new row is added or updated, the data is sent to Pabbly Connect for processing.
4. Connecting WhatsApp API with Pabbly Connect
Once your Google Sheets are set up, the next step involves connecting a WhatsApp API service, like Wati, through Pabbly Connect. In the action step of your workflow, search for Wati and select it.
Choose the action event as ‘Send Template Message’ and click on connect. You will need to enter your WhatsApp API endpoint and access token from your Wati account. This allows Pabbly Connect to send messages on your behalf.
Map the WhatsApp number from the Google Sheets data. Select the template message you created in Wati.
By mapping these fields, you ensure that each customer receives a personalized message based on the data from Google Sheets.
5. Sending Messages Using Pabbly Connect
To send WhatsApp messages to all customers listed in your Google Sheets, go back to the Extensions menu in your Google Sheet, select Pabbly Connect Webhooks, and click on ‘Send All Data’. This triggers the automation you set up in Pabbly Connect.
As a result, all customer data will be processed, and WhatsApp messages will be sent one by one. You can verify this by checking the WhatsApp account linked to the phone numbers provided in your Google Sheets.
Ensure your templates are properly set up in Wati. Monitor the responses to confirm successful message delivery.
This completes the process of turning your Google Sheets into a WhatsApp machine using Pabbly Connect. The automation is now fully operational, allowing you to communicate efficiently with your customers.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messaging directly from Google Sheets. By following these steps, you can efficiently connect your applications and enhance customer communication.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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