How to Automate WhatsApp Messages Using Pabbly Connect and Google Sheets

Learn how to automate WhatsApp messages using Pabbly Connect with Google Sheets for subscription renewals. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, access Pabbly Connect by visiting the official website. If you’re a new user, you can sign up for a free account that provides 100 free tasks every month.

Once signed in, you’ll be directed to the dashboard where you can manage your workflows. The first step is to create a new workflow that will automate sending messages to your customers on WhatsApp.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow titled ‘Schedule and Send Ultra Message from Google Sheets.’ This workflow will utilize Pabbly Connect to send automated WhatsApp messages based on data from Google Sheets.

Follow these steps to create your workflow:

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow appropriately.
• Select a folder to save your workflow.

Once your workflow is created, you will set up the trigger and action steps needed for automation.

3. Setting Up Trigger for Scheduled Messages

To automate the process, we need to set a trigger in Pabbly Connect. The trigger will be set to schedule the workflow to run every month on a specific date and time.

Follow these steps to set up the trigger:

• Select ‘Schedule by Pabbly’ as the trigger application.
• Choose the frequency (e.g., monthly).
• Set the specific date (e.g., 25th) and time (e.g., 10:00 AM) for the message to be sent.

This setup ensures that the workflow runs automatically without manual intervention every month.

4. Connecting Google Sheets to Pabbly Connect

Next, we will connect Google Sheets to Pabbly Connect to fetch customer data. This data will be used for sending WhatsApp messages.

To connect Google Sheets:

Select Google Sheets as the action application. Choose ‘Get Rows’ as the action event. Connect your Google account and select the appropriate spreadsheet containing customer details.

After connecting, specify the range of data you want to retrieve from the sheet. This will provide the necessary customer details for sending messages through WhatsApp.

5. Sending WhatsApp Messages Using Ultra Message

Finally, we will set up the action to send WhatsApp messages using Ultra Message through Pabbly Connect. This action utilizes the data fetched from Google Sheets.

To send WhatsApp messages:

Select Ultra Message as the action application. Choose ‘Send Message’ as the action event. Map the customer phone number and message content dynamically from the previous steps.

This mapping allows for personalized messages to be sent to each customer based on their details from Google Sheets. Once set, test the workflow to ensure messages are sent successfully.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp messages for subscription renewals from Google Sheets. By following the steps outlined, you can efficiently manage customer communications without manual effort.