How to Send Christmas Wishes to Customers via WhatsApp Automatically using Pabbly Connect

Learn how to automate sending Christmas wishes to customers via WhatsApp using Pabbly Connect and Google Sheets in this step-by-step guide. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Christmas Wishes

To send Christmas wishes to your customers via WhatsApp automatically, you need to set up Pabbly Connect. First, visit the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and benefit from 100 free tasks every month.

Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button in the top right corner. A dialog box will appear asking for a workflow name and folder selection. Enter ‘Send Christmas Wishes to Customers via WhatsApp Automatically’ as the workflow name and select a folder, like ‘WhatsApp Automations’. After that, click on the ‘Create’ button to finalize your workflow.

2. Trigger Setup with Google Sheets in Pabbly Connect

Now that we have set up Pabbly Connect, the next step is to configure the trigger application. We will select Google Sheets as our trigger application. This allows us to capture new customer details added to our spreadsheet. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to ensure that any new entry in the sheet will trigger the automation.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
• Copy the provided webhook URL for integration.

After copying the webhook URL, open your Google Sheets document where you have recorded customer details. Navigate to ‘Extensions’ > ‘Add-ons’ > ‘Get Add-ons’ and search for ‘Pabbly Connect Webhooks’. Install it if you haven’t already. After installation, go back to ‘Extensions’ and select ‘Pabbly Connect Webhooks’ and then click on ‘Initial Setup’. Paste the webhook URL and set the trigger column (e.g., Column D) where customer data is populated.

3. Sending WhatsApp Messages with Pabbly Connect

With the trigger set up, it’s time to configure the action step to send WhatsApp messages. In this step, we will select WhatsApp as our action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This will allow us to send personalized Christmas greetings to our customers.

• Select WhatsApp as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account using the API key provided by your WhatsApp service.

After connecting your WhatsApp account, you will need to create a campaign for the template message. Go to the campaign section in your WhatsApp account, select ‘API Campaign’, and fill in the campaign name as ‘Christmas Wishes’. Choose the message template you created earlier and set it live. This will ensure that your personalized messages are ready to be sent out.

4. Mapping Data in Pabbly Connect for Personalization

In this step, we will map the data from Google Sheets to personalize the WhatsApp messages. Using Pabbly Connect, we can dynamically insert customer names into the message template. For the mobile number field, map the customer’s phone number from the previous step.

Next, enter the customer’s name in the template parameter field. This ensures that each customer receives a personalized message. After filling in all required fields, click on the ‘Save and Send Test Request’ button to test the integration. If successful, you will receive a confirmation that the message has been sent.

5. Finalizing the Automation to Send Christmas Wishes

Now that we have successfully tested the WhatsApp message, we need to finalize the automation. Go back to your Google Sheets and ensure that the ‘Send on Event’ option is selected in the Pabbly Connect Webhooks settings. This ensures that every time you add a new customer, a WhatsApp message will be sent automatically.

To send messages to all existing customers, select the ‘Send All Data’ option in the Pabbly Connect Webhooks settings. This will trigger the sending of messages to all customers whose details are already present in your Google Sheets. With this setup, you can now efficiently send Christmas wishes to all your customers via WhatsApp automatically using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate sending Christmas wishes to customers via WhatsApp using Pabbly Connect. By integrating Google Sheets and WhatsApp, you can efficiently manage customer interactions during the holiday season. This automation saves time and ensures personalized communication with your customers.