Learn how to send WhatsApp messages automatically using Google Sheets and Pabbly Connect. This detailed tutorial covers all steps for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To send WhatsApp messages automatically, the first step is to set up Pabbly Connect. Begin by creating an account on Pabbly Connect if you haven’t already. This integration platform allows you to connect various applications seamlessly.

After logging in, navigate to the dashboard and click on the ‘Create Workflow’ button. You can name your workflow, such as ‘Send WhatsApp Messages Automatically’. This naming helps in identifying your automation later.

2. Configuring Google Sheets as the Trigger

In this step, you will configure Google Sheets as the trigger in Pabbly Connect. Select Google Sheets from the list of applications to start capturing customer data. Make sure your Google Sheets contains the WhatsApp numbers of your clients.

  • Choose the trigger event, which is typically ‘New Spreadsheet Row’.
  • Connect your Google account and select the specific spreadsheet you wish to use.
  • Map the relevant fields such as name, email, and WhatsApp number from your spreadsheet.

After setting up the trigger, test it to ensure that data is being fetched correctly. This configuration allows Pabbly Connect to pull customer information directly from Google Sheets whenever a new row is added.

3. Setting Up 360 Dialog for WhatsApp Messaging

The next step is to set up the action in Pabbly Connect using 360 Dialog, which is the official WhatsApp API provider. This is essential for sending messages via WhatsApp automatically.

In the action event, select ‘Send Template Message’ from the 360 Dialog options. You will need to connect your 360 Dialog account by entering your API key and domain, which can be generated from your 360 Dialog dashboard.

  • Generate the API key from the WhatsApp Accounts section in your 360 Dialog dashboard.
  • Paste the API key and domain into Pabbly Connect to establish the connection.
  • Select the message template you wish to use for sending WhatsApp messages.

Once the connection is successful, you can proceed to map the data fields required for sending the messages.

4. Mapping Template Fields for Custom Messages

In this section, you will map the fields from your Google Sheets to the message template in 360 Dialog using Pabbly Connect. This allows for personalized messages to be sent automatically.

Choose the template you created earlier and map the fields such as recipient mobile number, header image URL, and body fields. Ensure that the mobile number is in the correct format, including the country code.

Map the recipient’s mobile number from the Google Sheets data. Add any media or interactive content as needed by providing the image URL. Insert variable tags for personalized messages.

This mapping ensures that each message sent via WhatsApp is customized based on the data from your Google Sheets, making your communication more effective.

5. Testing and Automating WhatsApp Messages

The final step is to test your setup in Pabbly Connect to ensure everything is working correctly. Click on the ‘Save and Send Test Request’ button to send a test message.

Upon successful testing, you should receive a WhatsApp message that reflects the data you mapped. This confirms that your automation is ready to go. Now, whenever a new row is added to your Google Sheets, a WhatsApp message will be sent automatically.

With this setup, you can automate various types of messages, enhancing your customer engagement and improving efficiency in your business operations. Pabbly Connect streamlines this entire process, making it easy to manage communications.

Conclusion

In conclusion, using Pabbly Connect to send WhatsApp messages automatically from Google Sheets is a powerful way to enhance your business communication. This tutorial provided a step-by-step guide to setting up the integration and ensuring your messages are sent efficiently and effectively.

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