Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages, the first step is accessing Pabbly Connect. Open a new tab and navigate to the Pabbly Connect website. If you are new, click on the “Sign Up Free” option to create an account and receive 100 free tasks every month.

Once signed up, log in to your Pabbly Connect account. You will see various Pabbly applications. Click on the “Access Now” button under Pabbly Connect to reach the dashboard. This is where you can create and manage all your automation workflows.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the “Create Workflow” button. You will have two options: “Create from Scratch” or “Create Using AI”. For this tutorial, select “Create from Scratch”.

  • Choose a name for your workflow, such as “Automate WhatsApp Messages”.
  • Select the folder as “Pabbly Connect”.
  • Click on the “Create” button to finalize your workflow setup.

Your workflow is now created successfully. The next step is to set up the trigger, which initiates the automation process.

3. Setting Up the Trigger with Google Sheets

The trigger for this automation is set to activate whenever a new row is added to Google Sheets. Select “Google Sheets” as your trigger application. Then, choose “New or Updated Spreadsheet Row” as the app event.

Click on the “Connect” button to generate a webhook URL. Copy this URL as it will be used to connect Google Sheets with Pabbly Connect.

  • Open your Google Sheets account and select the sheet for sending WhatsApp messages.
  • Click on “Extensions”, then “Add-ons”, and select “Get Add-ons”.
  • Search for the “Pabbly Connect Webhook” add-on and install it.

After installation, go to the add-on and click on “Initial Setup”. Paste the copied webhook URL and set the trigger column, typically the last column in your sheet. Click on “Send Test” to verify the connection.

4. Configuring Action Using Pabbly Chartflow

After successfully setting up the trigger, the next step is to define the action. Select “Pabbly Chartflow” as your action application. Choose “Send Template Message” as the app event.

Click on “Connect” and select “Add New Connection”. You will need to enter your API token from Pabbly Chartflow. To obtain this token, go to your Pabbly Chartflow dashboard, click on “Settings”, and then “API and Webhooks” to find your token.

  • Paste the API token in the connection field and click “Save”.
  • In the “Recipient Mobile Number” field, map the phone number from your Google Sheets.
  • Select the message template you created in Pabbly Chartflow.

This mapping ensures that each user receives a personalized message automatically. Make sure to include the country code without the plus sign in the mobile number field.

5. Testing and Enabling the Workflow

Once you have configured the action, it’s time to test the workflow. Click on “Save and Send Test Request” to send a test message. If everything is set up correctly, you will receive a success message indicating that the message was sent.

To ensure that your workflow runs automatically, enable the toggle switch to keep the workflow active. If this toggle is off, the automation will not function.

  • Check your WhatsApp to confirm receipt of the test message.
  • Ensure that you have mapped the correct fields in the configuration.
  • Remember to save all changes made in Pabbly Connect.

Your WhatsApp automation is now complete, and you can start using it to send messages instantly. This setup can save you hours of manual work.

Conclusion

In this tutorial, we explored how to automate WhatsApp messaging using Pabbly Connect. By integrating Google Sheets and Pabbly Chartflow, you can send personalized messages efficiently. This automation can significantly enhance your productivity.