Watch Step By Step Video Tutorial Below





1. Access Pabbly Connect for Integration

To begin automating birthday wishes, access Pabbly Connect by visiting pably.com. This platform is essential for integrating various applications, including Google Sheets and WhatsApp.

Once on the site, sign in to your existing account or create a new account to explore the features. Pabbly Connect allows you to create workflows that automate tasks seamlessly.

2. Create a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you can create a new workflow by clicking on the “Create Workflow” button. This action will open the workflow builder, where you can choose between the new beta version or the classic version.

For this tutorial, select the new beta version and name your workflow “Automate Birthday Wishes on WhatsApp from Google Sheets.” Choose the appropriate folder for your workflow, such as “WhatsApp Automations.” Now, let’s set up the trigger application.

3. Set Up Trigger with Pabbly Connect

The next step is to set the trigger for your workflow. In this case, we will use the “Schedule by Pabbly” feature to run the workflow daily. This ensures that the workflow checks for employee birthdays every day automatically.

To set this up, select “Schedule Workflow” in the trigger event and connect it. Specify that the workflow should run every day at a chosen time, for example, 11 a.m. Make sure to save your settings to activate the trigger.

  • Select “Schedule by Pabbly” as the trigger application.
  • Set the trigger event to “Schedule Workflow”.
  • Choose the frequency to run the workflow daily.

Once the trigger is set, your workflow will automatically check for birthdays every day at the specified time.

4. Search for Employee Birthdays in Google Sheets

Now that your trigger is set, the next step is to search for employee birthdays stored in a Google Sheets spreadsheet. Use the “Google Sheets” action step to look up the relevant data.

To do this, select “Lookup Spreadsheet Rows” as your action event. Connect your Google account and choose the spreadsheet containing employee information. Map the necessary fields, such as the date of birth and phone number, to ensure accurate data retrieval.

  • Select your Google Sheets spreadsheet named “Employee Info”.
  • Map the date of birth column to search for matching records.
  • Ensure the lookup value is dynamic by using mapping instead of static values.

By completing these steps, your workflow will successfully retrieve employee birthdays from Google Sheets.

5. Send WhatsApp Messages Using Pabbly Chatflow

Finally, to send personalized birthday wishes, integrate Pabbly Chatflow with your workflow. Add a new action step and select “Send Template Message” as your action event.

Connect to Pabbly Chatflow by providing your API token, which can be found in the settings of Pabbly Chatflow. After connecting, enter the recipient’s phone number and select the template you created for birthday wishes.

  • Select the appropriate template that includes personalized variables.
  • Map the recipient’s phone number from the previous steps.
  • Test the message to ensure successful delivery.

By following these steps, your workflow will automatically send birthday wishes via WhatsApp to employees, making their day special.

Conclusion

In this tutorial, we explored how to automate birthday wishes using Pabbly Connect with Google Sheets and Pabbly Chatflow. By setting up a daily trigger, searching for birthdays, and sending personalized messages, you can enhance employee engagement effortlessly.