Send Diwali Wishes to Clients on WhatsApp Using Pabbly Connect

Learn how to automate sending Diwali wishes to clients on WhatsApp using Pabbly Connect. Step-by-step tutorial for seamless integration with Google Sheets. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Automation

To send Diwali wishes to your clients on WhatsApp, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website. If you are a new user, click on the ‘Sign Up’ button to create an account, which takes less than two minutes.

Once your account is created, you will receive 100 free tasks. For existing users, simply log in. After logging in, you will be directed to the all applications page. Click on the ‘Access Now’ button for Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you need to create a new workflow for sending Diwali wishes. Click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow; enter a name like ‘Google Sheets to WhatsApp Integration’ and click ‘Create’. using Pabbly Connect

• Name your workflow appropriately.
• Select the trigger and action applications.
• Set up the schedule for Diwali Day.

Once the workflow is created, you will see options for setting up a trigger and an action. The first step is to set a schedule since you only want this workflow to run once on Diwali Day. Choose the schedule option and set the date and time for sending the messages.

3. Integrating Google Sheets with Pabbly Connect

After scheduling the workflow, the next step is to integrate Google Sheets. In the action event, select Google Sheets and choose the action event as ‘Get Rows’. Click on connect to link your Google Sheets account with Pabbly Connect.

Upon connecting, you will be prompted to select your spreadsheet. Make sure your spreadsheet contains the necessary columns: name, email address, and contact number. Set the range to include all relevant rows where client data is stored, ensuring the range starts from A2 to C.

4. Sending Messages via WhatsApp Cloud API

With the data retrieved from Google Sheets, the next step is to send WhatsApp messages using the WhatsApp Cloud API. Choose WhatsApp Cloud API as the next action application and select ‘Send Template Message’ as the action event. using Pabbly Connect

To connect, you will need your token, phone number ID, and WhatsApp business account ID. These can be obtained from the Meta developers page. Once connected, fill in the template name and map the recipient’s mobile number. Make sure to include the country code without the plus sign.

• Enter the template name for your message.
• Map the recipient’s mobile number.
• Include any images or additional content in your message.

After completing these steps, click on ‘Save and Send Test Request’ to send a test message. If successful, you will receive a confirmation on your WhatsApp, indicating that the integration is working correctly.

5. Testing the Integration in Real-Time

To ensure everything is functioning as expected, add a new entry in your Google Sheets with a test client. Once you save the new entry, the workflow should automatically trigger, sending a WhatsApp message to the newly added client.

Check your WhatsApp for the message. If you receive it, this confirms that your Pabbly Connect workflow is set up correctly and ready to automate sending Diwali wishes to all your clients.

In summary, you have successfully set up a workflow using Pabbly Connect to automate sending Diwali wishes via WhatsApp. This integration not only saves time but also ensures that your clients feel valued during the festive season.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send personalized Diwali wishes to clients on WhatsApp. By integrating Google Sheets and WhatsApp Cloud API, you can automate your client communications effectively.