How to Send Birthday Cards & Wishes on WhatsApp from Google Sheets Using Pabbly Connect

Learn how to automate sending birthday cards and wishes on WhatsApp from Google Sheets using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To send birthday cards and wishes on WhatsApp using Pabbly Connect, you first need to access the Pabbly Connect dashboard. Start by signing up for a free account if you haven’t already. Once logged in, click on ‘Create Workflow’ to initiate your automation process.

Give your workflow a name, like ‘Google Sheets to WhatsApp Birthday Wishes’, and click on ‘Create’. This opens a new window with two sections: the Trigger and Action windows. The Trigger is where you set the event that starts the automation, while the Action is what happens after the trigger. In this case, we will be using Google Sheets as the trigger to fetch customer details.

2. Configuring the Trigger with Google Sheets

In the Trigger window, select the ‘Schedule’ feature from Pabbly Connect. This allows you to set how often the workflow runs. Choose ‘Every Day’ to ensure it checks for birthdays daily at a specific time.

• Select the time, for example, 9:00 AM.
• Click ‘Save’ to schedule the automation.

This setup ensures that every day at 9:00 AM, Pabbly Connect will trigger the workflow to check for customers whose birthdays fall on that day. Next, we will introduce the current date into the workflow.

3. Adding Current Date to the Workflow

To fetch the correct birthday details, we need the current date. In the Action window, search for ‘DateTime Format’ in Pabbly Connect. Select the action event as ‘Current Date’ to retrieve today’s date.

Choose the format as ‘DD/MM/YYYY’ and ensure that time is not included in the response. Click on ‘Save and Send Test Request’ to verify that the current date is captured correctly. This date will be crucial for looking up customer birthdays in the next steps.

4. Fetching Customers with Birthdays from Google Sheets

Now that we have the current date, it’s time to fetch customer details from Google Sheets. Add another action step in Pabbly Connect and select ‘Google Sheets’. Choose the action event as ‘Lookup Spreadsheet Row’.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet containing customer data.
• Use the column with the birthday month and day as the lookup column.

Map the values for the day and month obtained from the current date. This allows Pabbly Connect to find customers whose birthdays are today, enabling automated wishes to be sent.

5. Sending Birthday Wishes via WhatsApp

With the customer details fetched, the final step is to send birthday wishes via WhatsApp. Add a new action step and select ‘Interact’, which is the API service for WhatsApp messages. Choose the action event as ‘Send WhatsApp Template Message’. using Pabbly Connect

Connect your Interact account by entering the secret key obtained from your Interact account settings. Map the WhatsApp number of each customer from the iterator response. Ensure to include the message template created in Interact, which can include variables for personalization such as the customer’s name.

Click ‘Save and Send Test Request’ to send a test message to verify the setup. If successful, you will see the birthday message sent to the customer on WhatsApp, completing the automation process.

Conclusion

This tutorial demonstrated how to automate sending birthday cards and wishes on WhatsApp from Google Sheets using Pabbly Connect. By following these steps, businesses can ensure timely and personalized birthday greetings for their customers.