How to Send Business Flyers to Your Customers on WhatsApp Using Pabbly Connect

Learn how to automate sending business flyers to your customers on WhatsApp using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Automation

To send business flyers to customers on WhatsApp, the first step is to access Pabbly Connect. This platform allows you to automate tasks without any coding skills. Simply visit the Pabbly Connect homepage by typing the URL in your browser.

Once on the Pabbly Connect homepage, you will find options to either sign in or sign up for free. If you are an existing user, click on ‘Sign In’. New users should choose ‘Sign Up for Free’ to create an account. After signing in, you will be directed to the dashboard where you can manage your workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow for sending flyers. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

• Name your workflow, e.g., ‘Send Flyers to Customers on WhatsApp’.
• Select a folder for organization, such as ‘Google Sheets to WhatsApp Automation’.
• Click on the ‘Create’ button to proceed.

Once created, you will see two windows: one for the trigger and another for the action. The trigger is the event that starts the workflow, while the action is what happens as a result. For this automation, select Google Sheets as the trigger application and WhatsApp Cloud API as the action application.

3. Connecting Google Sheets to Pabbly Connect

To automate the sending of flyers, you need to connect Google Sheets to Pabbly Connect. Set Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added or updated in your Google Sheets, the workflow will be triggered.

Next, you will find a webhook URL provided by Pabbly Connect. This URL is essential for sending data from Google Sheets to Pabbly Connect. To connect, navigate to your Google Sheets, click on ‘Extensions’, then ‘Add-ons’, and finally ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it.

• After installation, refresh your Google Sheets to see the new add-on.
• Go to the Pabbly Connect webhook setup and paste the webhook URL in the designated field.
• Set the trigger column to the column that contains the WhatsApp numbers of your customers.

Finally, click on the ‘Send Test’ button to send a test response to Pabbly Connect, confirming that the connection is successful.

4. Sending Flyers Using WhatsApp Cloud API

With Google Sheets connected to Pabbly Connect, the next step is to set up the action using WhatsApp Cloud API. Choose WhatsApp Cloud API as your action application and select the action event as ‘Send Template Message’. Click on ‘Connect Now’ to create a new connection.

In the connection setup, you will need to provide details such as your temporary access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API settings under Meta for Developers.

Copy the temporary access token and paste it in the designated field. Enter your phone number ID and WhatsApp business account ID. Click on ‘Save’ to establish the connection.

Once connected, you can configure the template message you wish to send along with the flyers. Ensure that your template is approved in the WhatsApp API to avoid any issues during sending.

5. Automating the WhatsApp Message Sending

After setting up the WhatsApp Cloud API in Pabbly Connect, you can now automate sending messages to all your customers. Map the recipient’s mobile number from the previous response, ensuring that each message is personalized with the customer’s name.

Enter the URL of the flyer or brochure in the header image field. Fill in the body field with any variables you want to use, such as the customer’s name. Once all fields are correctly mapped, click on ‘Save and Send Test Request’ to send a test message to ensure everything is working properly.

Review the test response to confirm successful delivery. If successful, go back to Google Sheets and click on the ‘Send All Data’ button to send messages to all customers. This will automate the process of sending flyers without manual effort.

By following these steps, you can effectively automate the sending of business flyers to your customers on WhatsApp using Pabbly Connect.

Conclusion

In this tutorial, we explored how to send business flyers to customers on WhatsApp using Pabbly Connect. By integrating Google Sheets and WhatsApp Cloud API, you can automate the sending process efficiently. This setup allows for personalized communication with your customers effortlessly.