How to Send Bulk WhatsApp Messages From Google Sheets Using Pabbly Connect

Learn how to send bulk WhatsApp messages from Google Sheets using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To send bulk WhatsApp messages from Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by entering ‘Pabbly.com/connect’ in your browser. This platform is essential for automating the integration between Google Sheets and WhatsApp.

Once on the landing page, you have two options: ‘Sign In’ or ‘Sign Up for Free’. If you are a new user, click on ‘Sign Up for Free’ to get started with 100 free tasks every month. For existing users, click on ‘Sign In’ to enter your account. After signing in, navigate to your dashboard and click on ‘Create Workflow’ to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to send bulk WhatsApp messages. After clicking on ‘Create Workflow’, select the new workflow builder option for a modern interface. Name your workflow ‘Send Bulk WhatsApp Messages from Google Sheets’ and choose a folder to save it in.

Once the workflow window opens, you will need to set up a trigger and action. The trigger will be Google Sheets, which starts the process when new customer data is added. The action will involve sending a WhatsApp message using the WhatsApp Cloud API. This setup allows you to automate the messaging process effectively.

• Click on ‘Add Trigger’ and select Google Sheets.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Connect your Google Sheets account by following the prompts.

After setting up the trigger, you will receive a webhook URL. This URL is crucial for connecting Google Sheets with Pabbly Connect. Copy the URL to use in your Google Sheets setup.

3. Setting Up Google Sheets for Automation

Now, head over to your Google Sheets where you have customer data. To connect Google Sheets with Pabbly Connect, you need to install the ‘Pabbly Connect Webhooks’ add-on. Go to Extensions > Add-ons > Get add-ons, and search for ‘Pabbly Connect Webhooks’. Install the add-on and refresh your Google Sheets.

Once you have installed the add-on, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, you will need to paste the webhook URL you copied earlier. Specify the trigger column, which is the column that will initiate the data sending process. For example, if your final data column is D, enter ‘D’ as the trigger column.

• Paste the webhook URL in the provided field.
• Enter the trigger column (e.g., D for four details).
• Click ‘Submit’ to save the settings.

After submitting, you will see a confirmation message indicating that the setup was successful. This means your Google Sheets is now connected to Pabbly Connect and ready to send data.

4. Integrating WhatsApp with Pabbly Connect

With your Google Sheets set up, it’s time to integrate WhatsApp using Pabbly Connect. Click on ‘Add Action Step’ and select ‘WhatsApp Cloud API’ as your action application. Choose the action event ‘Send Template Message’ and establish a connection by entering your WhatsApp Cloud API credentials.

To connect WhatsApp Cloud API, you will need your API token, phone number ID, and WhatsApp Business account ID. You can find these in your WhatsApp Cloud API setup in Meta for Developers. Once you have entered this information, click on ‘Save’ to finalize the connection.

Enter your WhatsApp API token, phone number ID, and account ID. Map the receiver’s phone number from your Google Sheets data. Select the template you want to use for the messages.

After mapping the required fields, you will be ready to send personalized WhatsApp messages to your customers. This integration allows you to automate the process of sending festive wishes or any other messages efficiently.

5. Testing the Automation Workflow

To ensure everything is working correctly, you should test your workflow in Pabbly Connect. Go back to your Google Sheets and enter a new customer’s details. After entering the data, click on ‘Send Test’ in the Pabbly Connect Webhooks menu. This will send the test data to your workflow.

Once you send the test data, check your Pabbly Connect workflow to see if it captured the response. If successful, you will see the customer details reflected in the workflow. Finally, to send bulk messages, go to Extensions > Pabbly Connect Webhooks and click ‘Send All Data’. This will trigger the sending of WhatsApp messages to all listed customers.

After executing the test, check your WhatsApp to confirm that the messages have been sent successfully. This step verifies that your integration works as intended and that Pabbly Connect is effectively automating the messaging process.

Conclusion

In this tutorial, we demonstrated how to send bulk WhatsApp messages from Google Sheets using Pabbly Connect. By following the steps outlined, you can easily automate your messaging process and enhance your customer engagement. Start using this automation today to streamline your communication!