Google Sheets WhatsApp Integration: Send Payment Reminders with Pabbly Connect

Learn how to automate sending payment reminders via WhatsApp from Google Sheets using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start sending payment reminders via WhatsApp from Google Sheets, you need to set up Pabbly Connect. This automation tool allows you to create workflows that connect your Google Sheets with WhatsApp, facilitating seamless communication.

First, create an account on Pabbly Connect. Once signed in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and give it a name like ‘Automated Payment Reminders on WhatsApp from Google Sheets’. This will be the foundation for your automation process.

2. Configuring the Workflow Trigger in Pabbly Connect

In your newly created workflow, the first step is to set up a trigger. This trigger will determine when your payment reminders are sent. For this, we will use the ‘Scheduler’ feature in Pabbly Connect.

• Select the trigger as ‘Scheduler’ and set it to run every Saturday at 9:00 AM.
• Save your settings to ensure the trigger is activated.

This setup ensures that your workflow checks the Google Sheets for due payments every week, allowing you to send reminders in a timely manner.

3. Integrating Google Sheets with Pabbly Connect

Next, we need to connect Pabbly Connect with Google Sheets to fetch the customer payment details. This integration will allow the workflow to access the spreadsheet containing customer information.

Search for ‘Google Sheets’ in the action step and select ‘Lookup Spreadsheet Rows’. Connect your Google account and choose the spreadsheet that contains the customer details. Specify the sheet name and set the lookup column to the payment status (e.g., Column E) to filter out customers with pending payments.

4. Setting Up the Iterator for Individual Messages

After fetching the data from Google Sheets, use the ‘Iterator’ feature in Pabbly Connect to process each customer individually. This feature will allow you to send personalized reminders to each customer whose payment is due.

• Toggle the response to advanced format to capture the data in an array.
• Select the array from the previous step in the iterator setup.

This ensures that your workflow can handle multiple reminders in a single run, sending them one by one for each customer.

5. Sending Payment Reminders via WhatsApp

Now that we have the customer data ready, it’s time to send the payment reminders. Use the WhatsApp Cloud API integrated with Pabbly Connect to send messages directly to your customers.

Search for ‘WhatsApp Cloud API’ and choose the action event ‘Send Template Message’. Connect your WhatsApp account using the permanent access token, phone number ID, and business account ID. Map the necessary fields such as the recipient’s WhatsApp number, customer name, and payment due date in the message template.

Finally, click ‘Save and Send Test Request’ to verify that the message is sent successfully. This completes the integration, allowing you to automate payment reminders effortlessly.

Conclusion

By utilizing Pabbly Connect, you can automate the process of sending payment reminders via WhatsApp from Google Sheets. This integration not only saves time but also enhances communication with your customers. With just a few steps, you can set up an efficient reminder system that operates automatically.