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How to Send WhatsApp Messages with PDF Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, you need to access Pabbly Connect. Open your browser and navigate to pabbl.com/connect. If you are a new user, click on “Sign up for free” in the top right corner to create an account. This allows you to explore the platform with 100 free tasks every month.

Once registered, you can log in to your Pabbly Connect dashboard. Here, you will create a workflow that connects Google Sheets with WhatsApp. This setup will enable you to send automated messages efficiently.

2. Setting Up Google Sheets with Pabbly Connect

In this section, you will set up Google Sheets to work with Pabbly Connect. Open your Google Sheets and store the data of your leads. You will use this data to send WhatsApp messages automatically. The first step is to add the “Pabbly Connect Webhooks” extension to your Google Sheets.

Go to Extensions > Add-ons > Get add-ons.
Search for “Pabbly Connect Webhooks” and install it.
Refresh your spreadsheet after installation.

After refreshing, navigate to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL from your Pabbly Connect workflow and set the trigger column to your desired data column. Click submit to establish the connection.

3. Capturing Data from Google Sheets

Now that you have set up Google Sheets, it’s time to capture the data using Pabbly Connect. Go back to your Pabbly Connect workflow and ensure that the webhook response is waiting. You can do this by sending a test from your Google Sheets.

Click on “Send Test” in your Google Sheets.
Check Pabbly Connect to see if the data is captured successfully.

Once the data is captured, you will see it reflected in your Pabbly Connect workflow. This confirms that your Google Sheets and Pabbly Connect integration is working correctly.

4. Sending WhatsApp Messages Using Pabbly Connect

With your data captured, the next step is to send WhatsApp messages using Pabbly Connect. Click on “Add New Action Step” in your workflow and select Pabbly Chatflow as the action application.

Choose the event as “Send Document Message”. You will need to connect your Pabbly Chatflow account by entering the API token. This token can be found in your Pabbly Chatflow account under Settings > API and Webhooks. Paste the token in your Pabbly Connect workflow and save the connection.

5. Finalizing Your Workflow for Automation

Now that your WhatsApp action is set up, you need to configure the message details. Enter the recipient’s WhatsApp number, ensuring it includes the country code. Use mapping to insert dynamic data from your previous steps in the message.

Finally, click on “Save and Send Test Request” to ensure everything is working. If your WhatsApp number is active, you will receive the message successfully. For bulk sending, you can use the “Send All Data” option in the Pabbly Connect Webhooks extension to send messages to all leads at once.

Conclusion

This tutorial covered how to automate WhatsApp messages using Pabbly Connect and Google Sheets. By following these steps, you can efficiently send personalized messages to your leads. Start using Pabbly Connect today to enhance your automation processes!