How to Send WhatsApp Messages from MS Excel Using Pabbly Connect

Learn how to send WhatsApp messages directly from Microsoft Excel using Pabbly Connect. This step-by-step guide covers all necessary integrations and processes. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Integration

To send WhatsApp messages from Microsoft Excel, you first need to access Pabbly Connect. Start by entering the URL Pabbly.com/connect in your browser. This will take you to the Pabbly Connect landing page, where you can either sign in or sign up for free.

If you are a new user, click on the ‘Sign Up’ button to create an account. After signing up, you will receive 100 free tasks to get started. Once you have an account, log in to access the dashboard where you can create workflows for integration.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will reach the dashboard. Click on the ‘Create Workflow’ button to start a new automation process. A dialog box will prompt you to name your workflow. Name it ‘Send WhatsApp Message from MS Excel’ to reflect its purpose.

• Click on ‘Create’ to proceed.
• You will see two sections: Trigger and Action.
• Select Microsoft Excel as your Trigger application.

Now, choose the trigger event as ‘New Row in Worksheet’. This event will initiate the workflow whenever a new row is added to your Excel sheet. Click on ‘Connect’ to link your Microsoft Excel account with Pabbly Connect.

3. Setting Up Microsoft Excel Integration

After clicking ‘Connect’, you will need to authorize Pabbly Connect to access your Microsoft Excel account. Once authorized, select the correct workbook and worksheet from your Excel file. The last updated data will be fetched automatically to ensure the integration works correctly.

After saving the setup, click on ‘Save and Send Test Request’ to verify that the connection is successful. You should see the last updated data from your Excel sheet displayed on the screen, confirming that Pabbly Connect has successfully pulled the data.

4. Integrating WhatsApp for Message Sending

Now that you have set up the Excel integration, it’s time to add the action step to send WhatsApp messages. Select ‘Interact’ as your action application in Pabbly Connect. Choose the action event ‘Send WhatsApp Template Message’ to configure the message you want to send.

• Click on ‘Connect’ to link your Interact account.
• You will need a secret key from your Interact account for this connection.
• Copy the secret key and paste it into the connection setup in Pabbly Connect.

Once connected, you will need to map the necessary fields such as phone number, template code, and language code. Ensure the phone number includes the country code for successful delivery. After mapping these fields, click on ‘Save and Send Test Request’ to send a test WhatsApp message.

5. Conclusion: Successful WhatsApp Integration with Pabbly Connect

In this tutorial, we demonstrated how to send WhatsApp messages directly from Microsoft Excel using Pabbly Connect. By following the steps outlined, you can automate your communication process effectively. This integration allows you to send personalized messages to new leads as they are added to your Excel sheet.

Utilizing Pabbly Connect not only streamlines your workflow but also enhances your business communication. If you have further questions or need assistance, feel free to explore the Pabbly Connect community or reach out for support.