Automate Birthday Wishes via WhatsApp Using Pabbly Connect and Google Sheets

Learn how to automate birthday wishes using Pabbly Connect, Google Sheets, and WhatsApp Cloud API in this step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate birthday wishes via WhatsApp, the first step is accessing Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing the URL in your browser. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply sign in to their accounts.

Once signed in, you will be directed to the dashboard where you can create workflows. Click on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow. Enter a suitable name, like ‘Automate Birthday Wishes via WhatsApp using Google Sheets and Pabbly Connect’. This sets the foundation for your integration process.

2. Setting Up Trigger and Action in Pabbly Connect

In this section, we will set up the trigger and action steps in Pabbly Connect. The trigger will be set to schedule the workflow daily, while the action will involve fetching data from Google Sheets. Select ‘Schedule by Pabbly’ as your trigger application, and choose the trigger event as ‘Schedule Workflow’.

• Choose the frequency as ‘Every Day’.
• Set the time for the workflow to trigger, for example, 10:00 AM.
• Click on ‘Save’ to confirm the trigger settings.

After saving the trigger, the next step is to add an action. For this, select ‘Google Sheets’ as your action application and choose the action event as ‘Lookup Spreadsheet Row’. This will allow you to fetch customer data based on their birthdays. Ensure to connect your Google Sheets account to Pabbly Connect to proceed.

3. Fetching Customer Birthday Data from Google Sheets

Now that the trigger is set, we will configure the action to fetch customer birthday data from Google Sheets using Pabbly Connect. In the action step, select the spreadsheet containing your customer data. Ensure to specify the correct sheet name and the lookup column where the birth dates are stored.

• Select the spreadsheet name, e.g., ‘Customers Data’.
• Choose the lookup column where the birth dates are stored, typically column D.
• Map the current date as the lookup value to match with the birth dates.

Once you have entered all necessary details, click on ‘Save and Send Test Request’ to ensure that the integration fetches the correct birthday data. This step is critical as it sets the stage for sending personalized birthday wishes.

4. Sending Birthday Wishes via WhatsApp Cloud API

After successfully fetching the birthday data, the next step is to send personalized birthday wishes through WhatsApp using Pabbly Connect. For this, you will need to set up the WhatsApp Cloud API and link it to Pabbly Connect. Select ‘Pabbly Chatflow’ as your action application and choose the action event ‘Send Curl Request’.

To send messages, you will need to enter your WhatsApp Cloud API credentials, including the access token and phone number ID. Make sure you have created a message template in Pabbly Chatflow that includes variables for personalization, such as the customer’s name.

Enter your WhatsApp API credentials to establish the connection. Map the customer details received from Google Sheets into the message template. Click ‘Save and Send Test Request’ to verify that the message is sent successfully.

This integration allows you to automatically send birthday wishes to your customers, enhancing your engagement and customer relationships.

5. Conclusion

In this tutorial, we explored how to automate birthday wishes using Pabbly Connect, Google Sheets, and WhatsApp Cloud API. By following these steps, you can ensure that your customers receive personalized messages on their special day, improving customer satisfaction and loyalty.

Utilizing Pabbly Connect for integration helps streamline your processes without any coding knowledge, making it accessible for any business owner looking to automate tasks efficiently.