Automate Interview Details Sending with Pabbly Connect: Google Sheets to Email and WhatsApp

Learn how to automate sending interview details to shortlisted candidates via email and WhatsApp using Pabbly Connect and Google Sheets. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate sending interview details using Pabbly Connect, start by accessing the platform. Go to the Pabbly Connect website and create a free account, which includes 100 free tasks to get you started.

After signing up, click on the ‘Access Now’ button to reach the dashboard. Here, select the ‘Create Workflow’ button to begin setting up your automation. Name your workflow something descriptive, like ‘Google Sheets to WhatsApp to Gmail’.

2. Connecting Google Sheets with Pabbly Connect

The first step in your automation is to connect Google Sheets with Pabbly Connect. Choose Google Sheets as your trigger app and select the trigger event as ‘New or Updated Spreadsheet Row’. This will allow Pabbly Connect to monitor your Google Sheets for any new entries.

• Copy the provided webhook URL from Pabbly Connect.
• Open your Google Sheet, click on ‘Extensions’, then ‘Add-ons’, and search for Pabbly Connect Webhooks.
• Install the add-on and set up the webhook URL in the initial setup section.

After setting this up, fill in your candidate details in the Google Sheet. Make sure to specify the trigger column, which is the last data entry column where new candidate information will be added.

3. Sending WhatsApp Messages Using Pabbly Connect

Next, you will set up sending WhatsApp messages to your candidates using Pabbly Connect. Select the WhatsApp Cloud API as your action app and choose ‘Send Template Message’ as the action event. This allows you to send pre-approved message templates to candidates.

To connect your WhatsApp account, you will need to create an app in the WhatsApp Cloud API and generate a permanent token. Fill in the required details like phone number ID and business account ID to establish this connection.

• Create a message template in your WhatsApp account and get it approved.
• Map the candidate’s phone number from Google Sheets to the recipient field in Pabbly Connect.
• Fill in the template fields with candidate-specific details such as name and interview date.

Once everything is set up, test the connection to ensure messages are being sent successfully to candidates via WhatsApp.

4. Sending Email Notifications via Gmail

The final step in this automation process is to send email notifications using Pabbly Connect. Select Gmail as your action app and choose ‘Send Email’ as the action event. This will allow you to notify candidates about their interview details through email.

Connect your Gmail account to Pabbly Connect and fill in the required fields. Map the candidate’s email address from your Google Sheet to the recipient email field. Customize the email subject and body, ensuring to include specific details about the interview.

Set the email subject to include the candidate’s name for personalization. Include interview details such as date, time, and position in the email body. Test the email setup to confirm that messages are sent correctly.

This integration ensures that candidates receive timely notifications about their interviews, streamlining the recruitment process.

5. Conclusion

In this tutorial, we demonstrated how to automate sending interview details to shortlisted candidates using Pabbly Connect. By integrating Google Sheets, WhatsApp, and Gmail, you can simplify your recruitment process significantly.

Utilizing Pabbly Connect allows for seamless communication with candidates, ensuring they receive important information promptly and accurately. Automate your hiring process today for improved efficiency!