Automate WhatsApp Messaging from Google Sheets with Pabbly Connect

Learn how to send WhatsApp messages from Google Sheets using Pabbly Connect. This step-by-step guide simplifies the integration process with AiSensy. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account, you can easily sign up for free.

Once logged in, navigate to Pabbly Connect and click on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Google Sheets WhatsApp Integration’. This will allow you to automate sending WhatsApp messages based on the data in your Google Sheets.

2. Setting Up the Trigger in Pabbly Connect

The next step involves configuring the trigger for your workflow. In Pabbly Connect, select the trigger app as ‘Schedule’. This will enable you to run your workflow at specific times. Choose the option to run the workflow just once, as you will be sending a notification for a specific event, such as a parent-teacher meeting.

• Select the date and time you want the message to be sent.
• Confirm the settings and save your trigger.

After saving the trigger, you are ready to move on to the next step, which involves connecting to Google Sheets to fetch the required data.

3. Connecting Google Sheets to Pabbly Connect

Now, it’s time to connect your Google Sheets to Pabbly Connect. Select the action event as ‘Get Rows’. This action will allow you to retrieve the necessary data from your Google Sheets.

To establish this connection, you will need to authenticate your Google account. Once authenticated, select the specific spreadsheet you want to pull data from, such as ‘Xavier School One’. Specify the range of data you want to retrieve, for example, A2 to C5, to get student names, their father’s names, and WhatsApp numbers.

4. Organizing Data with Iterator in Pabbly Connect

After retrieving the data from Google Sheets, the next step is to use the ‘Iterator’ feature in Pabbly Connect. This will help organize the data row-wise, making it easier to send messages to each parent individually. The iterator will process each row of data one at a time.

Once you set up the iterator, you will see the data organized neatly, allowing you to access each student’s information, including their father’s name and contact number. This structured data is essential for the next step where you will send WhatsApp messages using AiSensy.

5. Sending WhatsApp Messages via AiSensy with Pabbly Connect

For the final step, you will integrate AiSensy to send WhatsApp messages. In Pabbly Connect, select the action event as ‘Send Template Message’. You will need to connect your AiSensy account by providing the API key, which you can find in your AiSensy account settings.

• Fill in the campaign name and select the template message you want to use.
• Map the required fields from the iterator, such as the father’s name and child’s name, into the message template.

After mapping all necessary fields, save your workflow and send a test request to ensure everything is set up correctly. If successful, you will see the message delivered to the respective WhatsApp numbers.

Conclusion

By following these steps, you can effectively automate sending WhatsApp messages from Google Sheets using Pabbly Connect. This integration not only saves time but also ensures that important notifications reach parents promptly. Start using Pabbly Connect today to streamline your communication processes!