Learn how to automate birthday wishes on WhatsApp with Pabbly Connect, integrating Google Sheets and WhatsApp seamlessly without coding. 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 Automation

To start automating birthday wishes on WhatsApp, first, access Pabbly Connect by visiting pabby.com/connect. If you don’t have an account, sign up for free and explore its features with 100 free tasks monthly.

Once logged in, create a new workflow. This will allow you to set up the automation process. Pabbly Connect simplifies the integration of various applications, making it easy to send birthday wishes automatically.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your automation. Select ‘Schedule by Pabbly’ as your trigger application. This feature allows you to automate workflows based on a schedule. using Pabbly Connect

  • Choose the event as ‘Schedule Workflow’.
  • Set the frequency to run daily.
  • Specify the time to execute the workflow, for example, 10:00 AM.

After saving this setup, Pabbly Connect will automatically trigger the workflow daily at your specified time, ensuring birthday wishes are sent without manual intervention.

3. Fetching Current Date for Birthday Checks

Next, you need to fetch the current date. Add an action step and select ‘DateTime Formatter by Pabbly’. This step is crucial as it allows the workflow to determine which customers have birthdays on the current date.

Set the event to ‘Current Date’ and choose the desired format (DD-MM-YYYY). This formatted date will be used to check against the dates stored in your Google Sheets.

Once the current date is fetched, the workflow can proceed to identify customers whose birthdays match today’s date, leveraging the powerful features of Pabbly Connect.

4. Looking Up Birthdays in Google Sheets

Now, it’s time to look up the birthdays in your Google Sheets. Add another action step and choose ‘Google Sheets’ as the application. Select the event ‘Lookup Spreadsheet Rows V2’ to search for customers whose birthdays are today. using Pabbly Connect

  • Connect your Google account and select the spreadsheet containing customer details.
  • Set the lookup value to the current date format.
  • Specify the columns to search for birthdays (e.g., column E for dates).

Pabbly Connect will process this information and return all matching records, allowing you to send personalized messages to each customer automatically.

5. Sending Birthday Wishes via WhatsApp

Finally, set up the action to send birthday wishes via WhatsApp. Choose ‘WhatsApp Cloud API’ as your action application. This integration allows you to send messages directly to your customers through WhatsApp. using Pabbly Connect

In this step, select the event ‘Send Template Message’. You will need to configure the message template that includes a personalized greeting for each customer.

Map the customer’s phone number from the previous step. Use the template created in the WhatsApp Cloud API for the birthday message. Ensure to include a variable for the customer’s name for personalization.

Once configured, save the settings. Pabbly Connect will now automatically send birthday wishes to all identified customers daily, enhancing customer engagement effortlessly.

Conclusion

In this tutorial, we learned how to automate birthday wishes on WhatsApp using Pabbly Connect. By integrating Google Sheets and WhatsApp, we created a seamless workflow that operates without manual effort, ensuring timely and personalized greetings for your customers.

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