Send Business Flyers to Customers on WhatsApp Using Pabbly Connect

Learn how to automate sending business flyers to customers on WhatsApp using Pabbly Connect and Google Sheets in this detailed tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To start sending business flyers to your customers on WhatsApp, you need to set up Pabbly Connect. First, navigate to the Pabbly Connect dashboard by visiting the Pabbly website. Sign up for a free account to get started, which includes 100 free automation tasks each month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send Business Flyers on WhatsApp’. This will help you identify the automation later. After naming your workflow, click the ‘Create’ button to proceed to the next step.

2. Setting Up Google Sheets as the Trigger

In this section, we will set Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets from the list of applications and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that any time a new flyer URL is added or updated, the workflow will trigger.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL, as it will be used in your Google Sheets to connect the two applications. To do this, you need to install the Pabbly Connect Webhooks add-on in Google Sheets. Here’s how:

• Open Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it.
• Refresh your spreadsheet after installation.

Finally, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL here and set the trigger column to the column where your flyer links will be added.

3. Setting Up Customer Data in Google Sheets

Next, you need to prepare another Google Sheets document that contains your customer data. This will be essential for sending the flyers to the right contacts. Create a new sheet with columns for customer names, email IDs, and WhatsApp numbers.

After setting up the customer data spreadsheet, go back to Pabbly Connect. In the action step, select Google Sheets again and choose ‘Get Rows’ as the action event. This allows Pabbly Connect to retrieve the customer data from your spreadsheet. Connect to your Google Sheets account and select the spreadsheet containing your customer data.

4. Integrating WhatsApp Cloud API to Send Messages

Now, it’s time to connect the WhatsApp Cloud API to send messages to your customers. In Pabbly Connect, add another action step and choose the WhatsApp Cloud API application. Select ‘Send Template Message’ as the action event. You will need to connect your WhatsApp Cloud API by providing the permanent access token, phone number ID, and business account ID.

To generate a permanent access token, follow the instructions provided in the WhatsApp Cloud API documentation. After connecting your account, select the message template you created for your flyers. You can customize the message body to include customer-specific information using variable tags.

5. Testing and Activating the Workflow

Before finalizing the workflow, it’s crucial to test it. In Pabbly Connect, click on ‘Save and Send Test Request’ to see if the message is sent correctly to your WhatsApp number. Make sure that the message includes the flyer link and is formatted as intended.

Once the test is successful, activate your workflow. From now on, every time you add a new flyer link to your Google Sheets, a message will automatically be sent to your customers on WhatsApp without any manual intervention. This automation will streamline your marketing efforts and enhance your business communication.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending business flyers to your customers via WhatsApp. By integrating Google Sheets and WhatsApp Cloud API, you can efficiently manage your marketing communications.