Automate WhatsApp Messages from Google Sheets Using Pabbly Connect

Learn how to automate WhatsApp messages from Google Sheets using Pabbly Connect. Follow our step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and WhatsApp Integration

To automate WhatsApp messages from Google Sheets, we will use Pabbly Connect. Start by accessing the Pabbly Connect website and signing in to your account. If you are new, you can sign up for free and receive 100 free tasks monthly.

Once logged in, you will see the Pabbly Apps window. Click on Pabbly Connect to access the dashboard. From there, click on the ‘Create Workflow’ button in the top right corner to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

Now, we will create a workflow in Pabbly Connect. Name your workflow something descriptive, like ‘Automated WhatsApp Messages from Google Sheets’. You can choose a folder for organization, such as ‘WhatsApp Automations’.

• Click on the ‘Create’ button after naming your workflow.
• You will see two sections: Trigger and Action.
• Select Google Sheets as your trigger application.

After selecting Google Sheets, choose the trigger event as ‘New or Updated Spreadsheet Row’. This setup ensures that every time a new row is added, Pabbly Connect captures the details for further processing.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will be provided with a webhook URL. Copy this URL as it will serve as a bridge between Google Sheets and Pabbly Connect.

Next, open your Google Sheets document and navigate to the ‘Extensions’ menu. Select Pabbly Connect Webhooks, then click on ‘Initial Setup’. Paste the copied webhook URL into the designated field and specify the trigger column, which is where the data will be updated (for example, column E).

4. Setting Up WhatsApp Integration in Pabbly Connect

Now that Google Sheets is connected to Pabbly Connect, we need to set up the action step. Choose WhatsApp Cloud API as the action application. The action event should be set to ‘Send Template Message’ to notify team members of new leads.

• Click on the ‘Connect’ button.
• You will need to enter your WhatsApp Cloud API token, phone number ID, and WhatsApp Business Account ID.
• After entering the details, click on the ‘Save’ button.

Once connected, select the message template you created in the WhatsApp Cloud API. Fill in the recipient’s mobile number and map the required fields from the Google Sheets data to personalize the message.

5. Testing the Integration Between Google Sheets and WhatsApp

After setting up the integration, it’s time to test it. Enter a new customer’s details into your Google Sheets table. For example, add their first name, last name, email, phone number, and priority level.

Once the details are entered, go back to your Pabbly Connect workflow and check if it captures the response correctly. If everything is set up properly, you should see the data reflected in Pabbly Connect.

Finally, check your WhatsApp to see if you received the message alerting you about the new lead. This confirms that the automation is working effectively, allowing your sales team to act promptly on new leads.

Conclusion

In this tutorial, we learned how to use Pabbly Connect to automate WhatsApp messages from Google Sheets. This integration helps streamline communication and enhances customer engagement, ultimately improving your sales process.