Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Google Sheets Integration

To start using Pabbly Connect, you need to access the platform and create a new workflow. This is essential for integrating Google Sheets with WhatsApp for sending automated messages. Once logged in, click on “Create New Workflow” and name your workflow.

After naming your workflow, select Google Sheets as your trigger application. This connection will allow you to capture updates from your Google Sheets. Make sure you have the necessary permissions and access to the Google Sheets you intend to use.

2. Initial Setup in Google Sheets with Pabbly Connect Webhooks

Next, you need to set up the Google Sheets integration in Pabbly Connect. Start by selecting the trigger event “New or Updated Row”. This will allow Pabbly Connect to monitor changes in your spreadsheet and initiate actions based on those changes.

To connect Google Sheets with your workflow, you will need to install the Pabbly Connect Webhooks add-on. Here’s how you can do it:

  • Go to Google Sheets and click on Extensions.
  • Select Add-ons and then Get Add-ons.
  • Search for “Pabbly Connect Webhooks” and install it.

Once installed, refresh your Google Sheets page. You will now see Pabbly Connect Webhooks in the Extensions menu. This setup is crucial for sending data to your Pabbly Connect workflow.

3. Configuring the Webhook URL in Pabbly Connect

After installing the Pabbly Connect Webhooks add-on, you need to configure the Webhook URL. Go back to your Pabbly Connect workflow and copy the Webhook URL provided. This URL will be used to send data from Google Sheets to Pabbly Connect.

In Google Sheets, navigate to the Pabbly Connect Webhooks option in the Extensions menu. Choose “Initial Setup” and paste the Webhook URL into the designated field. Make sure to specify the column that will trigger the webhook, which should be the last column containing customer details.

4. Testing the Connection with Pabbly Connect

To ensure everything is working correctly, it’s time to test the connection. In Pabbly Connect, click on the “Send Test Request” button. This will send a test message to verify that the data is being captured correctly from Google Sheets.

After sending the test request, you should see a success message indicating that the data has been received. This confirms that your Google Sheets is now successfully linked with Pabbly Connect.

  • Check the response in Pabbly Connect to ensure it matches the data in your Google Sheets.
  • If successful, proceed to the next step of integrating WhatsApp.

Now that the connection is tested and verified, you can move on to the next step of sending messages through WhatsApp.

5. Sending Messages via WhatsApp Using Pabbly Chat Flow

To send messages through WhatsApp, you will use Pabbly Chat Flow. Start by selecting WhatsApp as your action application in Pabbly Connect. This integration will allow you to send personalized messages to your clients based on the data captured from Google Sheets.

In the action step, choose the option “Send Template Message”. You will need to provide the recipient’s phone number and select the template you created in Pabbly Chat Flow. This template should include variables for personalization, such as the recipient’s name.

  • Enter the recipient’s phone number from the previous response.
  • Select the media link for the image you want to send.
  • Click on “Save and Send Test Request” to send the message.

Once the message is sent, check your WhatsApp to confirm that the Diwali greeting has been successfully delivered. This completes the integration process using Pabbly Connect.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate sending Diwali greetings via WhatsApp using data from Google Sheets. By following these steps, you can effectively engage with your clients through personalized messages.