Automate Birthday Wishes via WhatsApp Using Google Sheets and Pabbly Connect

Learn how to automate birthday wishes via WhatsApp using Google Sheets and Pabbly Connect in this detailed tutorial. Follow step-by-step instructions for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating birthday wishes via WhatsApp, you first need to access Pabbly Connect. Open your browser and type in the URL Pabbly.com/connect. This platform is essential for integrating various applications seamlessly.

Once on the homepage, you will see options to either sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply log in. After logging in, navigate to the dashboard where you can create a new workflow.

2. Creating a Workflow to Automate Birthday Wishes

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this automation, name it ‘Automate Birthday Wishes via WhatsApp using Google Sheets and Pabbly Chatflow’.

Once the name is set, select a folder for better organization. You can choose a folder related to customer management. After that, click on ‘Create’. The screen will display two sections: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result.

• Name your workflow for easy identification.
• Select the appropriate folder for organization.
• Click on ‘Create’ to initialize your workflow.

Now, you need to set up the Trigger by selecting ‘Schedule by Pabbly’. This feature allows you to run the workflow daily at a specific time, which is essential for sending birthday wishes automatically.

3. Setting Up the Trigger to Fetch Birthday Data

In this section, you will set the Trigger to fetch the current date and match it with the birth dates in your Google Sheets. Select ‘Schedule by Pabbly’ as your trigger event. Choose the frequency as ‘Every Day’ and set the time to 10:00 AM. using Pabbly Connect

Once set, click on ‘Save’. This schedule will ensure that every day at 10 AM, the workflow checks for any birthdays. Next, you will need to add an action step to fetch the current date. Select ‘Date Time Formatter’ as your action application and choose ‘Current Date’ as the event.

• Select ‘Schedule by Pabbly’ for daily execution.
• Set the time to 10:00 AM for daily checks.
• Choose ‘Date Time Formatter’ to fetch the current date.

Click on ‘Save and Send Test Request’ to ensure that the current date is fetched correctly. This date will be used to look up customers in your Google Sheets.

4. Integrating Google Sheets to Fetch Customer Data

Now that you have the current date, it’s time to integrate Google Sheets. Click on ‘Add Action Step’ and select ‘Google Sheets’ as the application. Choose ‘Lookup Spreadsheet Row’ as the action event. This action will help you find the customers whose birthdays match the current date.

To connect Google Sheets with Pabbly Connect, you will need to authorize access. Click on ‘Connect’, then ‘Add New Connection’. You will be prompted to sign in with your Google account. After granting necessary permissions, select your spreadsheet, which contains customer data, and specify the lookup column where the birth dates are stored.

Select ‘Google Sheets’ to fetch customer data. Authorize the connection by signing in to your Google account. Specify the spreadsheet and lookup column for birth dates.

After configuring these settings, click on ‘Save and Send Test Request’ to confirm that the correct customer data is being fetched based on the current date.

5. Sending Birthday Wishes via Pabbly Chatflow

With customer data fetched, it’s time to send birthday wishes using Pabbly Chatflow. Click on ‘Add Action Step’ and select ‘Pabbly Chatflow’ as the application. Choose ‘Send Curl Request’ as the action event for sending WhatsApp messages.

To connect Pabbly Chatflow with Pabbly Connect, you will need to set up your WhatsApp Cloud API. Enter your access token, WhatsApp Business Account ID, and phone number ID. Once the connection is established, you can create a message template for sending birthday wishes.

Select ‘Pabbly Chatflow’ to send WhatsApp messages. Set up your WhatsApp Cloud API credentials for connection. Create a personalized message template for birthday wishes.

Map the customer details into the message template and click on ‘Save and Send Test Request’. This will send a birthday wish to the customer. You can check the inbox in your Pabbly Chatflow account to confirm that the message was sent successfully.

Conclusion

In conclusion, automating birthday wishes via WhatsApp using Google Sheets and Pabbly Connect is a straightforward process. By following the steps outlined in this tutorial, you can enhance customer engagement with personalized messages. Utilize this automation to ensure no birthday goes unnoticed, and strengthen your customer relationships effortlessly.