Learn how to send real-time trading tips automatically on WhatsApp using Pabbly Connect and Google Sheets. Follow this step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the sending of real-time trading tips, you need to access Pabbly Connect. This platform allows seamless integration between various applications, including Google Sheets and WhatsApp Cloud API.

Start by visiting the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up Free’ to create one. If you already have an account, simply log in. Once you’re in, you will be directed to your dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on ‘Create Workflow’. Name your workflow something descriptive, such as ‘Trading Tips on WhatsApp’. This helps you identify the workflow later. using Pabbly Connect

  • Click on the ‘Create’ button to start building your automation.
  • You will see two sections: Trigger and Action.
  • Triggers are events that start your workflow; actions are the tasks that follow.

For the trigger, select ‘Google Sheets’ as your application. Set the trigger event to ‘New or Updated Spreadsheet Row’. This means every time you add a new trading tip to your Google Sheet, it will trigger the workflow.

3. Connecting Google Sheets to Pabbly Connect

After selecting Google Sheets, copy the webhook URL provided by Pabbly Connect. You will need this to connect your Google Sheet with the Pabbly Connect workflow.

Go to your Google Sheet where you have your trading tips stored. Navigate to Extensions, then Add-ons, and click on ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheet.

  • Once refreshed, go back to Extensions and find Pabbly Connect Webhooks.
  • Click on ‘Initial Setup’ to configure the webhook.
  • Paste the webhook URL into the designated field.

Set the trigger column to the last data entry column of your sheet (for example, Column B). Click on ‘Send Test’ to ensure everything is set up correctly.

4. Setting Up WhatsApp Cloud API in Pabbly Connect

Now, scroll down to the Action section in your Pabbly Connect workflow. Select ‘WhatsApp Cloud API’ as your application and choose ‘Send Template Message’ as the action event. This action will send the trading tips to your clients via WhatsApp. using Pabbly Connect

Click on ‘Connect’ to set up the connection with your WhatsApp Cloud API account. You will need to enter your Access Token, Phone Number ID, and WhatsApp Business Account ID. Ensure that you have these credentials ready from your WhatsApp Cloud API dashboard.

Select the template you created for your trading tips. Map the recipient’s mobile number to the corresponding field. Fill in the body fields with the client name and trading tip data.

After mapping all required fields, click on ‘Save and Send Test Request’ to check if the message is sent correctly to the client’s WhatsApp.

5. Finalizing the Automation Process

Once the test is successful, your automation is ready to go. Every time you add a new trading tip in your Google Sheet, it will automatically send the message to all clients listed in your client data sheet via WhatsApp.

To ensure everything works smoothly, test the setup by adding a new trading tip in your Google Sheet. Check the WhatsApp account of the client to confirm receipt of the message. The message should contain the client’s name and the trading tip as defined in your template.

This entire process showcases how Pabbly Connect serves as the central integration platform, allowing you to automate the sending of trading tips effortlessly. You can easily manage client communications without any manual intervention.

Conclusion

In conclusion, using Pabbly Connect to automate sending real-time trading tips on WhatsApp is a straightforward process. By following the steps outlined in this tutorial, you can ensure timely communication with your clients, enhancing your trading business efficiency.

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