How to Send WhatsApp Messages from MS Excel in Bulk Using Pabbly Connect

Learn how to send WhatsApp messages in bulk from MS Excel using Pabbly Connect. This step-by-step tutorial covers everything you need to know about the integration process.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Messaging

To send WhatsApp messages in bulk using Microsoft Excel, the first step is to set up your automation in Pabbly Connect. Start by creating a free account on the Pabbly Connect website. Once you have signed up, log in to your account and navigate to the dashboard.

Click on the ‘Create Workflow’ button to initiate a new workflow. Give your workflow a name, such as ‘Send WhatsApp Messages from MS Excel’, and click on the ‘Create’ button to proceed. This will direct you to the workflow page, where you can configure your trigger and action modules.

2. Configuring Microsoft Excel as the Trigger Application

In this step, you will connect Microsoft Excel as your trigger application within Pabbly Connect. Select Microsoft Excel from the list of applications and choose the trigger event as ‘New Row in Worksheet’. This trigger will check for new data in your Excel sheet every eight hours.

• Choose Microsoft Excel as the trigger application.
• Select ‘New Row in Worksheet’ as the trigger event.
• Connect your Microsoft Excel account by clicking on ‘Connect’ and authorizing access.

After connecting, select the workbook and worksheet containing your contacts. For example, if your workbook is named ‘WhatsApp Messages to Subscribers’, choose this workbook and the corresponding worksheet. Once selected, click on ‘Save and Send Test Request’ to verify that the data is being fetched correctly.

3. Connecting WhatsApp Cloud API for Sending Messages

Next, you will connect the WhatsApp Cloud API as the action application in Pabbly Connect. Select WhatsApp Cloud API and choose the action event as ‘Send Template Message’. This will allow you to send pre-defined messages to your contacts.

Before proceeding, ensure that you have set up your WhatsApp Cloud API and have the necessary credentials, including the permanent access token, phone number ID, and business account ID. These details are required for the connection.

• Select ‘Send Template Message’ as the action event.
• Connect with WhatsApp Cloud API by providing your access token and IDs.
• Choose the message template you created for sending messages.

Once you have selected the template, map the recipient’s mobile number and any dynamic fields you wish to change in the message. This allows for personalized messaging, ensuring that each contact receives a tailored message.

4. Testing Your WhatsApp Messaging Integration

After setting up the connection with WhatsApp Cloud API, it’s crucial to test the integration to ensure everything is functioning correctly. In Pabbly Connect, click on ‘Save and Send Test Request’ to send a test message to the number you mapped earlier.

For demonstration purposes, you can temporarily replace the mapped number with your own number to see how the message appears. After clicking the test request, check your WhatsApp to confirm that the message has been received successfully.

Upon receiving the test message, you can review the content to ensure that the dynamic fields have populated correctly. This step is vital to confirm that your automation is ready to send messages to all contacts in bulk.

5. Finalizing Your Automation with Pabbly Connect

Once testing is complete and you are satisfied with the results, your automation is almost ready to go live. The final step is to ensure that the workflow is set to run automatically. With Pabbly Connect, your workflow will check for new entries in your Excel sheet every eight hours and send WhatsApp messages accordingly.

Simply add new contact details to your Excel sheet, and Pabbly Connect will handle the rest, sending messages in bulk without any manual intervention. This setup allows for efficient communication with your contacts directly from your Excel data.

After setting this up, you can also clone the workflow for different purposes or adjust the message templates as needed. The flexibility of Pabbly Connect makes it a powerful tool for automating WhatsApp messaging.

Conclusion

Using Pabbly Connect, you can easily automate the process of sending WhatsApp messages in bulk from Microsoft Excel. This step-by-step tutorial has guided you through setting up the integration, testing it, and finalizing your automation. Enjoy seamless communication with your contacts!