Automate Sending Birthday Cards on WhatsApp Using Pabbly Connect and Google Sheets

Learn how to automate sending birthday wishes on WhatsApp from Google Sheets using Pabbly Connect. Step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Automation

To begin sending birthday wishes via WhatsApp from Google Sheets, first, you need to set up Pabbly Connect. This platform allows you to automate tasks between different applications. Start by signing up for a free account on the Pabbly Connect dashboard.

Once you log in, click on ‘Create Workflow’. Name your workflow something recognizable, like ‘Google Sheets to WhatsApp’. This sets the foundation for your automation, allowing you to connect Google Sheets with the WhatsApp Cloud API.

2. Setting Up the Trigger in Pabbly Connect

Next, we need to set up a trigger in Pabbly Connect. This trigger will check daily for users whose birthdays fall on that day. In the trigger window, select the ‘Schedule’ module to set the automation to run daily.

• Choose the frequency as ‘Every Day’.
• Set the time you want the workflow to run, for example, 9 AM.

After saving this configuration, Pabbly Connect will check your Google Sheets daily at the specified time to see which users have their birthdays.

3. Fetching Birthday Data from Google Sheets

After setting up the trigger, the next step is to fetch the birthday data from Google Sheets. In the action window, select the ‘Date Time Formatter’ module in Pabbly Connect to retrieve the current date.

Once you have the current date, use the ‘Text Formatter’ module to split the date into day and month, which will help in matching it with the birthday data in your Google Sheets. Ensure your Google Sheets have the birthday formatted correctly, with day and month in separate columns.

4. Looking Up Birthdays in Google Sheets

Now that we have the current date, it’s time to look up the birthdays in your Google Sheets using Pabbly Connect. In the action step, select ‘Google Sheets’ and then choose the ‘Lookup Spreadsheet Row’ action event.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet containing your birthday data.
• Set the lookup column to the column containing the birthday dates.

This setup allows Pabbly Connect to retrieve the details of users whose birthdays are today, so you can send them automated wishes.

5. Sending Birthday Wishes via WhatsApp

With the birthday data fetched, the final step is to send the WhatsApp messages. In Pabbly Connect, add another action step and select ‘WhatsApp Cloud API’. Choose the action event ‘Send Template Message’ to send out the birthday wishes.

Map the necessary fields such as the recipient’s mobile number, the template message, and any images you want to send. Make sure to include the user’s name dynamically in the message template to personalize the wishes.

Conclusion

By following these steps, you can easily automate sending birthday wishes on WhatsApp using Pabbly Connect and Google Sheets. This integration not only saves time but also ensures that no birthday is missed. Start using Pabbly Connect today to enhance your customer interactions!