Learn how to automate sending product details on WhatsApp using Pabbly Connect. This step-by-step guide covers integration with Google Drive, Google Sheets, and WhatsApp. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To automate sending product details on WhatsApp, you will first need to set up Pabbly Connect. This integration platform allows you to connect various applications seamlessly. If you are a new user, sign up for a free account at Pabbly’s website to get started.

Once signed in, navigate to the dashboard and click the blue button to create a new workflow. Name your workflow something like ‘Send Product Details on WhatsApp with Button’ to keep it organized. This will allow you to easily identify the automation later.

2. Integrating Google Drive with Pabbly Connect

The first application you will integrate with Pabbly Connect is Google Drive. This is crucial as your product files are stored here. Select Google Drive as your trigger application and choose the trigger event as ‘New File in Specific Folder’. This will initiate the automation whenever a new product file is added to your designated folder.

  • Click on ‘Connect’ and then ‘Add New Connection’.
  • Authorize Pabbly Connect to access your Google Drive account.
  • Select the folder where your product files are stored.

After successfully connecting Google Drive, Pabbly Connect will retrieve details of the new file added. Ensure that the file permissions allow anyone with the link to access it, as this will be crucial for sharing the product details via WhatsApp.

3. Fetching Customer Details from Google Sheets

The next step involves integrating Google Sheets to retrieve customer details. This is essential for sending personalized WhatsApp messages. In Pabbly Connect, select Google Sheets as your action application and choose the action event as ‘Get Rows’.

Connect to your Google Sheets account and select the sheet where your customer data is stored. Specify the range of data you want to fetch, for example, A2 to C. This ensures that all customer information is captured correctly.

  • Choose the sheet containing your customer list.
  • Define the range to ensure it captures all relevant data.
  • Map the data to ensure it corresponds with the WhatsApp message fields.

By fetching customer details through Pabbly Connect, you can ensure that each WhatsApp message is personalized, enhancing customer engagement.

4. Iterating Over Customer Data with Pabbly Connect

Since you want to send messages to each customer individually, you will need to use the Iterator feature in Pabbly Connect. This allows you to process each customer’s data one by one. Add an Iterator step after fetching customer details.

In the Iterator settings, map the customer data array obtained from the previous step. This ensures that each customer’s information is processed separately, making it easy to send personalized WhatsApp messages.

Select the data array from the previous step. Ensure that only one customer’s data is processed at a time. Test the Iterator to confirm it captures individual customer details correctly.

Using the Iterator with Pabbly Connect ensures that your automation can handle multiple customers effectively without any data overlap or confusion.

5. Sending WhatsApp Messages via Pabbly Connect

Finally, to send the WhatsApp messages, integrate the WhatsApp Cloud API with Pabbly Connect. This allows you to send personalized messages to each customer using the information processed from the previous steps. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account by entering the necessary details, including the token and phone number ID. Once connected, select the message template you created earlier, ensuring it includes dynamic fields for customer names and product details.

Choose the message template approved by WhatsApp. Map the recipient’s phone number and other dynamic fields. Test the WhatsApp message to ensure it sends correctly.

With Pabbly Connect, you can now automate the process of sending product details via WhatsApp, significantly improving your outreach and customer engagement.

Conclusion

In conclusion, using Pabbly Connect allows you to automate sending product details on WhatsApp seamlessly. By integrating Google Drive and Google Sheets, you can personalize messages effectively. This automation not only saves time but also enhances customer satisfaction and engagement.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.