Build Smart Integrations Using Pabbly Connect

Learn how to build smart integrations using Pabbly Connect with Google Sheets and WhatsApp. Follow this detailed guide for seamless automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin building smart integrations using Pabbly Connect, the first step is to access the platform. Open a new tab and navigate to Pabbly.com/connect. This is the official page for Pabbly Connect, an all-in-one automation tool designed for seamless integrations.

If you are a new user, click on the ‘Sign Up Free’ option to get started with 100 free tasks per month. Existing users can simply click on ‘Sign In’. Once logged in, click on ‘Access Now’ to enter the Pabbly Connect dashboard where you can manage all your automation workflows.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a new workflow by clicking the ‘+ Create Workflow’ button. You will be prompted to select between the new beta and classic workflow builders. For this integration, choose the new beta version for a modern experience.

• Enter the workflow name as ‘Build Smart Integration Using Pabbly Connect’.
• Select the folder for your workflow, such as ‘Pabbly Connect’.
• Click the ‘Create’ button to finalize your workflow setup.

Now your workflow is successfully created, and you can proceed to set up the trigger for your automation. This is a crucial step as it determines the conditions under which your automation will run.

3. Setting Up the Trigger with Google Sheets

In this section, you will configure the trigger for your integration using Pabbly Connect. The goal is to trigger an action whenever a new entry is added to your Google Sheets. Select ‘Google Sheets’ as the trigger application and choose the event as ‘New or Updated Spreadsheet Row’.

Click on the ‘Connect’ button, and a webhook URL will be generated. Copy this URL as you will need it to link your Google Sheets to Pabbly Connect. Navigate to your Google Sheets account, open the sheet where you store customer details, and click on the ‘Extensions’ menu. Select ‘Pabbly Connect’ and then ‘Initial Setup’.

• Paste the copied webhook URL into the designated field.
• Set the trigger column as ‘D’, which is your final data column.
• Click on ‘Send Test’ to verify the connection.

Once the test is successful, you will see a confirmation that your Google Sheets is now connected to Pabbly Connect. Ensure that the ‘Send on Event’ option is enabled to allow the automation to function correctly.

4. Configuring the Action to Send WhatsApp Messages

Next, you will set up the action in your workflow to send WhatsApp messages using Pabbly Connect. Click on the ‘+’ icon to add a new action application and search for ‘Pabbly Chartflow’. Select the event ‘Send Template Message’ to send personalized messages to users.

Click ‘Connect’, and you will be prompted to add a new connection. You will need an API token from your Pabbly Chartflow account. Access your Pabbly Chartflow dashboard, go to ‘Settings’, and then ‘API and Webhooks’ to find your API token.

Copy the API token and paste it into the Pabbly Connect connection field. Select the template you wish to send, ensuring it includes dynamic variables for personalization. Map the recipient’s WhatsApp number using the data captured from Google Sheets.

Once all fields are configured, click on ‘Save and Send Test Request’. You should receive a confirmation message indicating that your WhatsApp message has been successfully sent. This confirms that your automation is functioning as intended.

5. Finalizing and Testing Your Pabbly Connect Workflow

After successfully setting up the action, it is essential to finalize your workflow in Pabbly Connect. Make sure to enable the toggle for the workflow to remain active. If this toggle is disabled, your automation will not work as expected.

To test the entire process, add a new entry to your Google Sheets. Check your WhatsApp to confirm that the message has been received, which should include the personalized details as set in your template. This end-to-end testing ensures that your integration is robust and ready for real-world use.

In conclusion, with the help of Pabbly Connect, you can build powerful automation workflows that save time and enhance productivity. Feel free to customize this workflow further to suit your specific business needs or integrate additional applications as required.

Conclusion

This tutorial demonstrated how to build smart integrations using Pabbly Connect to automate sending WhatsApp messages from Google Sheets. By following these steps, you can streamline your communication and improve efficiency in your business operations.