How to Send New Year Wishes to Customers via WhatsApp Automatically Using Pabbly Connect

Learn how to automate sending New Year wishes to customers via WhatsApp using Pabbly Connect, Google Sheets, and WhatsApp Cloud API in this detailed tutorial.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send New Year wishes to customers via WhatsApp automatically, we start by accessing Pabbly Connect. This platform allows you to automate tasks by integrating various applications seamlessly.

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 get 100 free tasks every month. Once logged in, you will see the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

Next, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A pop-up will appear asking for the workflow name and folder selection.

• Name your workflow as ‘Send New Year Wishes to Customers via WhatsApp Automatically’.
• Select a folder where you want to save this workflow, for example, ‘WhatsApp Automations’.

After filling in these details, click the ‘Create’ button to finalize the workflow setup. The workflow will now have two sections: Trigger and Action.

3. Setting Up Trigger in Google Sheets

In this step, we will set up the trigger in Pabbly Connect using Google Sheets. Click on the Trigger section and select ‘Google Sheets’ as the trigger application.

For the trigger event, choose ‘New or Updated Spreadsheet Row’. This allows you to capture customer details added to your Google Sheets. You will need to connect your Google Sheets account to Pabbly Connect using the provided webhook URL.

• Copy the webhook URL given by Pabbly Connect.
• Open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons.
• Search for ‘Pabbly Connect Webhooks’ and install it if not already done.

After installation, refresh the spreadsheet and configure the webhook by selecting ‘Initial Setup’ from the Pabbly Connect menu, pasting the webhook URL, and specifying the trigger column (e.g., Column D).

4. Setting Up Action in WhatsApp Cloud API

Now, we will set up the action in Pabbly Connect using WhatsApp Cloud API. Click on the Action section and select ‘WhatsApp Cloud API’ as the action application.

For the action event, choose ‘Send Template Message’. You will need to connect your WhatsApp Cloud API to Pabbly Connect by providing the token, phone number ID, and WhatsApp business account ID.

Enter the required details such as token, phone number ID, and WhatsApp business account ID. Select the template name you created for New Year wishes.

Ensure to map the recipient’s mobile number and customer’s name dynamically from the previous step. This setup allows you to send personalized messages automatically to each customer.

5. Testing and Activating the Workflow

With everything set up, it’s time to test the workflow in Pabbly Connect. Click on the ‘Save and Send Test Request’ button to check if the WhatsApp message is sent successfully.

After testing, you should see a confirmation message indicating that the WhatsApp message was sent. To send New Year wishes to all customers listed in your Google Sheets, click on the ‘Send All Data’ button from the Pabbly Connect Webhooks menu in your spreadsheet.

This will trigger the workflow, sending New Year wishes to every customer automatically via WhatsApp. You can now enjoy the holiday season without the stress of manual messaging.

Conclusion

In this tutorial, we explored how to send New Year wishes to customers via WhatsApp automatically using Pabbly Connect. By integrating Google Sheets with WhatsApp Cloud API, you can streamline your customer communications effectively.

Automating this process not only saves time but also ensures that every customer feels appreciated during the festive season. Start using Pabbly Connect today to enhance your business automation.