How to Send Promotional Messages on WhatsApp Using Google Sheets and Pabbly Connect

Learn how to send promotional messages on WhatsApp using Google Sheets with Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To send promotional messages on WhatsApp, the first step is to set up Pabbly Connect. This platform will serve as the bridge between Google Sheets and WhatsApp Cloud API. Start by signing into your Pabbly Connect account. If you are a new user, click on the ‘Sign Up for Free’ button to create an account, which provides 100 free tasks per month.

Once logged in, navigate to the dashboard. Here, click on the ‘Create Workflow’ button located at the top right corner. In the dialog box that appears, name your workflow as ‘Send Promotional Messages on WhatsApp’. Select the folder as ‘Google Sheets to WhatsApp’ and click on ‘Create’ to proceed.

2. Configuring Google Sheets as the Trigger Application

The next step involves configuring Google Sheets as the trigger application in Pabbly Connect. This is crucial since your customer details are stored in Google Sheets. Select Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row’. This ensures that the workflow activates whenever a new row is added or an existing row is updated.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• This will activate the workflow on new or updated entries.

After selecting the trigger, Pabbly Connect generates a webhook URL. This URL will be used to connect Google Sheets to Pabbly Connect. Make sure to copy this URL as you will need it in the next steps.

3. Setting Up the Google Sheets Webhook

To set up the webhook in your Google Sheets, go to the ‘Extensions’ menu, then navigate to ‘Pabbly Connect Webhooks’ and select ‘Initial Setup’. Here, paste the webhook URL you copied from Pabbly Connect. Select your trigger column, which should be the last column where data will be added. This column will trigger the data to be sent to Pabbly Connect.

For example, if your trigger column is column B, select it and click on ‘Submit’. You will see a confirmation message indicating that the setup has been configured successfully. Now, send test data to Pabbly Connect from Google Sheets to ensure everything is working correctly.

4. Integrating WhatsApp Cloud API for Sending Messages

After confirming that your Google Sheets is correctly set up, the next step is to integrate the WhatsApp Cloud API through Pabbly Connect. In the action window, select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’. This step is essential for sending promotional messages to your customers.

• Select WhatsApp Cloud API as the action application.
• Choose the action event: Send Template Message.
• This allows you to send pre-defined messages to customers.

Now, to establish a connection, you will need to provide the access token, phone number ID, and WhatsApp Business Account ID. After entering these details, click on ‘Save’ to create the connection. This integration allows Pabbly Connect to send messages to the specified phone numbers using the WhatsApp Cloud API.

5. Sending Promotional Messages to Customers

With the integration complete, you can now send promotional messages to your customers. In Pabbly Connect, map the recipient’s mobile number and the message body using the data received from Google Sheets. This mapping ensures that the correct information is sent to each customer based on their details in the spreadsheet.

Once you have mapped the necessary fields, click on ‘Save and Send Test Request’. If the setup is successful, you will receive a positive response indicating that the message has been sent. To send messages to all customers listed in your Google Sheets, go back to the ‘Extensions’ menu, select ‘Pabbly Connect Webhooks’, and click on ‘Send All Data’. This action will trigger the sending of promotional messages to all customers in your list.

Conclusion

In this tutorial, we explored how to send promotional messages on WhatsApp using Google Sheets and Pabbly Connect. By following the steps outlined, you can effectively automate the messaging process and reach your customers seamlessly. Utilizing Pabbly Connect not only simplifies this integration but also enhances your marketing efforts.