Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Integration

To start integrating your applications, first, access Pabbly Connect at pabbly.com. It serves as the central hub for connecting various applications like Pabbly, Pabbly Chat Flow, and Google Sheets.

Once on the website, log in to your account. If you are a new user, you can register for a free trial. After logging in, navigate to the Pabbly Connect dashboard where you can set up your integrations.


2. Setting Up Pabbly Chat Flow for WhatsApp Broadcasting

In this section, we will utilize Pabbly Connect to set up Pabbly Chat Flow for sending WhatsApp messages. Begin by accessing Pabbly Chat Flow from your dashboard. You will need to create a WhatsApp broadcast.

  • Click on the “Add Broadcast” button.
  • Select the type as “Campaign Broadcast”.
  • Name your broadcast, e.g., “Limited Time Offer”.

After naming your broadcast, you can choose the audience. You can either use an existing contact list or upload a CSV file. For this tutorial, we will use an existing list to simplify the process.


3. Importing Contacts from Google Sheets via CSV

Next, we will import contacts from Google Sheets using Pabbly Connect. Start by exporting your Google Sheets data into a CSV file. Make sure the contact details are correctly formatted for seamless integration.

  • Open your Google Sheet and select “File > Download > Comma Separated Values”.
  • Upload this CSV file in the Pabbly Chat Flow broadcast setup.
  • Click on the “Import Contacts” button to finalize the upload.

Once your contacts are uploaded, you can filter out any contacts you do not wish to send messages to. This ensures that your broadcast reaches the right audience.


4. Creating and Testing Your WhatsApp Message Template

In this step, we will create a message template using Pabbly Connect. Navigate to the “Templates” section within Pabbly Chat Flow. Here, you can create a new template for your broadcast message.

Make sure your template is approved by Meta for WhatsApp. Once created, you can preview your message. Testing is crucial; send a test message to ensure everything is set up correctly.

  • Click on “Send Test Message” to check the template.
  • Review the message in your WhatsApp to ensure formatting is correct.

Once tested, you can proceed to schedule or send the broadcast immediately to your contacts.


5. Scheduling and Sending Your Broadcast

Finally, we will schedule your broadcast using Pabbly Connect. Choose whether to send the message immediately or at a later time. If scheduling, select the date and time for your broadcast.

Ensure the date is set for the future to avoid immediate sending. You can also enable a retry feature for failed messages to ensure all contacts receive your broadcast.

  • Click on “Create Broadcast” to finalize your setup.
  • View the broadcast statistics after sending to track delivery and engagement.

This step completes your setup, allowing you to effectively utilize WhatsApp for broadcasting messages.


Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Pabbly, Pabbly Chat Flow, Google Sheets, and more for effective communication. By following these steps, you can streamline your broadcasting process.