How to Send WhatsApp Messages from Zoho Sheet Using Pabbly Connect

Learn how to send WhatsApp messages automatically from Zoho Sheet using Pabbly Connect. Follow this step-by-step tutorial to set up your integration effortlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To send WhatsApp messages from Zoho Sheet, the first step is to set up Pabbly Connect. This automation platform enables seamless integration between Zoho Sheet and WhatsApp without any coding. You can start by visiting the Pabbly Connect website and signing up for a free account, which provides you with free automation tasks each month.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, for instance, ‘Zoho Sheet to WhatsApp Automation’. This naming helps you easily identify the workflow later. After naming, click the ‘Create’ button to proceed to the workflow page.

2. Connecting Zoho Sheet as the Trigger Application

In this section, you will connect Zoho Sheet as the trigger application in Pabbly Connect. The trigger event will occur when a new row is added to your Zoho Sheet. Search for ‘Zoho Sheet’ in the trigger application field and select it. Choose the trigger event as ‘New Row’ which activates when a new row is added to the specified worksheet.

• Select ‘Zoho Sheet’ as your trigger application.
• Choose the trigger event ‘New Row’.
• Connect your Zoho account by providing your domain.

After connecting, select your workbook name, for example, ‘WhatsApp Messages’, and ensure the worksheet is correctly set. Click ‘Save and Send Test Request’ to verify the connection. This action will prompt you to enter test data in Zoho Sheet to capture the new row details.

3. Connecting WhatsApp as the Action Application

Now, you will set up WhatsApp as the action application in Pabbly Connect. To do this, search for ‘WhatsApp Cloud API’ and select it. The action event will be ‘Send Template Message’. This allows you to send pre-defined message templates automatically based on the data from Zoho Sheet.

After selecting the action event, connect your WhatsApp account by entering your API token, phone number ID, and business account ID. These credentials are essential for establishing a secure connection with WhatsApp. Make sure you have your WhatsApp Cloud API set up correctly beforehand.

4. Setting Up Message Templates in WhatsApp

To effectively send messages via WhatsApp, you need to create message templates in your WhatsApp Cloud API account. These templates define the structure of the messages you will send. In Pabbly Connect, select the template name you want to use, such as ‘Send Image One’. This template should include dynamic fields that allow you to customize the message for each recipient.

• Create a message template in your WhatsApp account.
• Map the dynamic fields in the template for personalization.
• Ensure the template is approved by WhatsApp before use.

For the message body, use placeholders that can be dynamically replaced with actual data from Zoho Sheet. This allows you to personalize the message for each recipient automatically. After setting this up, click ‘Save and Send Test Request’ to test the message delivery.

5. Finalizing the Integration and Testing

After configuring both Zoho Sheet and WhatsApp in Pabbly Connect, it’s time to finalize the integration. Ensure that all fields are correctly mapped, including the recipient’s phone number, which should be formatted with the country code and without any symbols. This step is crucial for successful message delivery.

Once everything is set, you can perform a test by adding a new row in Zoho Sheet with a name and WhatsApp number. After saving the row, check if the WhatsApp message is delivered as expected. If successful, your automation is complete, and you can now send WhatsApp messages automatically whenever a new row is added to your Zoho Sheet.

Conclusion

By following this tutorial, you have learned how to use Pabbly Connect to send WhatsApp messages automatically from Zoho Sheet. This integration streamlines communication, ensuring timely messages are sent without manual effort. Start automating your workflows today!