How to Automatically Send Order Updates on WhatsApp from Google Sheets Using Pabbly Connect

Learn how to send order updates on WhatsApp from Google Sheets automatically using Pabbly Connect and Pabbly Connect. Follow this step-by-step tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send order updates on WhatsApp from Google Sheets automatically, you first need to access Pabbly Connect. This platform allows you to set up automation without any coding skills. Start by visiting the Pabbly Connect website and signing in to your account.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can manage all your workflows. To create a new automation, select the option to create a new workflow. This is where you will set up the integration between Google Sheets and WhatsApp through Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

In your new workflow, the first step is to set up a trigger. This trigger will initiate the workflow whenever there is a new order status update in Google Sheets. Select ‘Google Sheets’ as your trigger application and choose the appropriate trigger event.

• Select ‘New Spreadsheet Row’ to begin the automation.
• Connect your Google account to Pabbly Connect by authorizing access.
• Choose the spreadsheet and worksheet that contains your order details.

After configuring the trigger, test it to ensure that Pabbly Connect can successfully retrieve data from your Google Sheets. This step is crucial as it confirms that your setup is correct and ready for the next stage of the automation.

3. Connecting Pabbly Chatflow for WhatsApp Notifications

Now that you have set up the trigger, the next step is to connect Pabbly Chatflow for sending WhatsApp messages. Choose Pabbly Chatflow as your action application. This integration will allow you to send notifications to customers on WhatsApp whenever there is an update.

Select the action event as ‘Send Template Message’. You will need to configure the message template that will be sent to your customers. Ensure that the message includes dynamic variables like customer name and order status to personalize the updates.

• Draft your message template in the Pabbly Chatflow account.
• Include placeholders for dynamic data such as customer name and order status.
• Test the WhatsApp message to ensure it formats correctly before going live.

After setting up the message template, link it back to your Pabbly Connect workflow. This will ensure that every time there is a new order update, the corresponding WhatsApp message is sent automatically.

4. Finalizing and Testing Your Automation

With both the trigger and action set up, it is time to finalize your workflow in Pabbly Connect. Review all the steps to ensure everything is configured correctly. This includes checking the Google Sheets trigger and the WhatsApp message settings in Pabbly Chatflow.

Once you have confirmed that all settings are correct, perform a test run of the workflow. Update a row in your Google Sheets to simulate an order status change. Monitor Pabbly Connect to see if the trigger activates and if the WhatsApp message is sent successfully.

Check the status of the message in your Pabbly Chatflow inbox. Ensure the message contains the correct details from the Google Sheets update. Make any necessary adjustments if the test does not go as planned.

Testing is crucial for ensuring that your automation runs smoothly and effectively sends updates to your customers.

5. Benefits of Using Pabbly Connect for Automation

Using Pabbly Connect for automating WhatsApp notifications from Google Sheets offers several advantages. It streamlines communication with your customers, ensuring they receive timely updates regarding their orders. This enhances customer satisfaction and reduces manual workload.

Additionally, Pabbly Connect provides a user-friendly interface that requires no coding knowledge, making it accessible for everyone. The integration with Pabbly Chatflow further enhances your ability to communicate effectively via WhatsApp.

By automating these processes, businesses can save time and focus on other critical areas of operations. Moreover, the reliability and efficiency of Pabbly Connect ensure that your customers are always informed about their order status.

Conclusion

In conclusion, using Pabbly Connect to send order updates on WhatsApp from Google Sheets is an effective way to enhance customer communication. This automation not only saves time but also ensures that your customers are always updated with the latest information regarding their orders. By leveraging the capabilities of Pabbly Connect and Pabbly Chatflow, businesses can streamline their operations and improve customer satisfaction.