Send WhatsApp Message from Google Sheets with Pabbly Connect

Learn how to automate WhatsApp messages from Google Sheets using Pabbly Connect when gym memberships are about to expire. Step-by-step tutorial included. 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. Setting Up Pabbly Connect for Automation

To begin sending WhatsApp messages from Google Sheets, you need to set up Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account. Once logged in, navigate to the Pabbly Connect dashboard.

In the dashboard, click on ‘Create Workflow’ to initiate the integration process. Name your workflow something like ‘Google Sheets to WhatsApp’. This will help you identify the workflow later. Now, you are ready to connect Google Sheets with Pabbly Connect to automate the messaging process.

2. Connecting Google Sheets to Pabbly Connect

The next step is to connect your Google Sheets account with Pabbly Connect. In the trigger window, select ‘Scheduled by Pabbly’ to set the time for checking expiry dates. You can choose how often to run the workflow, ideally daily, to ensure timely reminders.

• Select the time to check for expiry dates (e.g., 4:30 PM IST).
• Ensure to convert your local time to UTC format.
• Click on ‘Save’ to proceed.

After setting the schedule, proceed to select Google Sheets as the action app. Choose ‘Get Rows’ as the action event to pull customer data from your gym’s membership sheet. This is where Pabbly Connect plays a crucial role in fetching the necessary data for sending WhatsApp messages.

3. Fetching Gym Membership Data from Google Sheets

Now that you have connected Google Sheets to Pabbly Connect, it’s time to fetch the gym membership data. You’ll need to select the specific Google Sheet that contains customer details, including names, phone numbers, and expiry dates.

When prompted to select the spreadsheet, find your gym’s membership sheet (e.g., ‘Iron Man Gym’). Specify the data range (e.g., A2 to I14) to include all necessary customer information. Once done, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect retrieves the data correctly.

4. Sending WhatsApp Reminders Using Pabbly Connect

With the gym membership data successfully fetched, the next step is to send WhatsApp reminders. Use the ‘Vati’ integration to send messages through WhatsApp. In the action window, select ‘Send Template Message’ as the action event.

• Enter your WhatsApp number (without the plus sign).
• Choose the template for the message (e.g., ‘Subscription Expired’).
• Map the parameters such as customer name, service name, expiry date, and renewal link.

Click on ‘Save and Send Test Request’ to send the WhatsApp message. The automated process ensures that each customer receives a timely reminder about their expiring membership, showcasing how Pabbly Connect streamlines communication effectively.

5. Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages from Google Sheets using Pabbly Connect. By following the steps to connect your Google Sheets, fetch membership data, and send reminders, you can enhance customer engagement and streamline your gym’s operations. Automating these reminders not only saves time but also ensures that your customers are well-informed about their gym memberships.

Utilizing Pabbly Connect for such integrations makes it simple for anyone, regardless of technical expertise, to manage their business communications efficiently.