Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating your student communication, you need to access Pabbly Connect. Open a new tab and search for Pabbly Connect at pabby.com/connect. This tool helps automate and integrate multiple applications without coding.

If you’re new to Pabbly, click on the “Sign Up Free” option to get 100 free tasks every month. Existing users should click on the “Sign In” option to access their accounts. After signing in, you’ll see the Pabbly Connect dashboard where you can create and manage your automation workflows.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the “Create Workflow” button and select “Create from Scratch”. Name your workflow something descriptive, like “Automate Gmail, Google Sheets, and WhatsApp Communication”.

  • Select the folder as Pabbly Connect.
  • Click on the “Create” button to finalize your workflow setup.

Once your workflow is created, you will set up the trigger which is essential for any automation. The trigger will be set to Google Sheets, so whenever a new entry is added, the automation will activate.

3. Setting Up the Trigger with Google Sheets

For the trigger, select Google Sheets as your application in Pabbly Connect. Choose the event as “New or Updated Spreadsheet Row”. Click on the “Connect” button, and a Webhook URL will be provided to link your Google Sheets with Pabbly Connect.

Copy the Webhook URL and navigate to your Google Sheets account. Click on “Extensions”, then “Add-ons”, and select “Get Add-ons” to install the Pabbly Connect Webhooks add-on. Once installed, click on it and proceed to the initial setup.

  • Paste the Webhook URL you copied earlier.
  • Set the trigger column to the final data column in your sheet.

After entering the trigger column, send a test to ensure everything is set up correctly. If successful, you will receive a confirmation that the data has been received by Pabbly Connect.

4. Sending Messages via WhatsApp with Pabbly Connect

Next, you will set up the action application as Pabbly Chatflow to send WhatsApp messages. Choose the event as “Send Text Message” and click on the “Connect” button to create a new connection.

To establish this connection, you need an API token from your Pabbly Chatflow account. Click on the settings option in Pabbly Chatflow, navigate to API and Webhooks, and copy your API token. Paste this token back in Pabbly Connect.

  • Map the recipient’s mobile number from the Google Sheets data.
  • Customize your WhatsApp message using dynamic fields.

Once you have configured the message, click on “Save and Send Test Request” to verify if the message is sent successfully. You should receive a confirmation that the message was sent.

5. Delaying and Sending Emails with Gmail

Finally, to send a personalized email after a delay, select Pabbly Connect again and choose the delay application. Set the delay for 24 hours, and then choose Gmail as your next action application.

Click on “Connect” and create a new connection with your Gmail account. After granting permissions, you can set up the email details, including the sender name, recipient email (mapped from Google Sheets), subject, and body content.

  • Ensure you map the recipient’s name and course for personalization.
  • Select the email content type as HTML for formatting.

After setting everything up, click on the “Save and Send Test Request” button to test if the email is sent correctly. If successful, your workflow is complete and will automatically send messages and emails based on the data entered in Google Sheets.

Conclusion

This tutorial demonstrated how to automate student communication using Pabbly Connect with Google Sheets, WhatsApp, and Gmail. By following these steps, you can streamline your communication process and save valuable time.