Learn how to automate sending your product catalog on WhatsApp using Google Sheets and Pabbly Connect. Step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To start sending your product catalog on WhatsApp using Google Sheets, you need to access Pabbly Connect. This platform allows you to create automated workflows easily. Begin by signing up for a free account on Pabbly Connect, which takes just a couple of minutes.

Once logged in, you will see the dashboard. Click on the blue button labeled ‘Create Workflow’ to initiate your automation setup. Name your workflow something like ‘Send Product Catalog on WhatsApp Automatically’ to keep it organized.

2. Set Up Trigger Event in Google Sheets

In this step, you will configure the trigger event that initiates the automation. Select Google Sheets as your trigger application within Pabbly Connect. The specific trigger event you need is ‘New or Updated Spreadsheet Row,’ which activates whenever new data is added to your Google Sheets.

To connect Google Sheets with Pabbly Connect, you will need to copy the webhook URL provided by Pabbly Connect. Follow these steps:

  • Copy the webhook URL from the Pabbly Connect dashboard.
  • Open your Google Sheets and go to Extensions > Add-ons > Get add-ons.
  • Search for the Pabbly Connect Webhooks add-on and install it.
  • Open the add-on and paste the webhook URL in the initial setup section.

After pasting the URL, specify the trigger column that will activate the automation. This is typically the column where you input the final data. Once you have configured this, click on ‘Send Test Data’ to ensure the connection is established successfully.

3. Enable Automation Settings in Google Sheets

After successfully connecting Google Sheets to Pabbly Connect, you need to enable specific settings to ensure automation works seamlessly. Click on the Pabbly Connect Webhooks add-on again and enable the ‘Send on Event’ option. This setting allows the data to be sent automatically whenever new entries are made in Google Sheets.

Additionally, it’s important to note that when using Google Sheets, you should either work in an incognito window or ensure that multiple Gmail accounts are not logged in simultaneously. This helps prevent any conflicts during the automation process.

4. Connect Interact for WhatsApp Messaging

The next step involves connecting the Interact application to Pabbly Connect to send WhatsApp messages. Select Interact as your action application and choose the action event ‘Send WhatsApp Message Template’. You will need to log into your Interact account and obtain a secret key to establish this connection.

Once connected, you must create a WhatsApp message template in the Interact dashboard. This template is essential for sending messages via the WhatsApp API. Ensure that your template is approved by WhatsApp before proceeding. After creating your template, copy the template code and return to Pabbly Connect to paste it into the appropriate field.

  • Provide the country code and phone number for the recipient.
  • Specify the message body using variables for personalization.
  • Attach your product catalog link in the header section of the message.

After filling in the necessary details, save your configuration and test the setup to ensure that messages are sent correctly.

5. Test and Activate Your Workflow

Finally, it’s time to test your entire workflow to confirm that everything is functioning as expected. Add a new row to your Google Sheets with customer data, including their WhatsApp number. Once this data is added, Pabbly Connect will automatically trigger and send the product catalog via WhatsApp to the specified number.

Check your WhatsApp to verify that the message has been received with the correct details and the attached product catalog. If everything looks good, your automation is now complete! You won’t need to manually send catalogs anymore, as Pabbly Connect will handle it seamlessly in the background.

Conclusion

In conclusion, automating the process of sending your product catalog via WhatsApp using Google Sheets and Pabbly Connect is a straightforward task. With the right setup, you can ensure that your customers receive timely updates without manual intervention. This integration not only saves time but also enhances customer communication.

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