Integrate Google Sheets with WhatsApp Using Pabbly Connect and Pabbly Chatflow

Learn how to seamlessly integrate Google Sheets with WhatsApp using Pabbly Connect and Pabbly Connect for automated customer messaging. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Google Sheets with WhatsApp, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website at www.Pabbly.com/connect. You will see options to sign in or sign up for free. If you’re a new user, signing up gives you 100 free tasks every month.

After signing in, you will land on the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the automation process that connects Google Sheets and WhatsApp.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button in the top right corner. You will be prompted to name your workflow. For this integration, you can name it ‘Integrate Google Sheets with WhatsApp using Pabbly Chatflow and Pabbly Connect’. using Pabbly Connect

• Select a specific folder to save your workflow.
• Click the ‘Create’ button to finalize the workflow setup.

After creating the workflow, you will see two main sections: the trigger window and the action window. The trigger indicates when the automation should start, while the action specifies what should happen next. In this case, the trigger will be set to Google Sheets, and the action will be configured to send a message via WhatsApp using Pabbly Chatflow.

3. Setting Up Google Sheets as the Trigger

In the trigger window, select Google Sheets as the trigger application. The trigger event should be set to ‘New or Updated Spreadsheet Row’. This means that every time you add a new customer in your Google Sheets, the automation will be activated. using Pabbly Connect

Pabbly Connect will provide you with a webhook URL after you set the trigger. Copy this URL, as it will be used to connect Google Sheets with Pabbly Connect. Next, open your Google Sheets and navigate to Extensions > Add-ons > Get Add-ons to install the Pabbly Connect Webhooks add-on if you haven’t done so already.

• Search for ‘Pabbly Connect Webhooks’ and install it.
• After installation, refresh your spreadsheet.

Once refreshed, go back to Extensions > Pabbly Connect Webhooks and select ‘Initial Setup’. Paste the webhook URL you copied earlier and set the trigger column to the column where you will enter the customer phone numbers (e.g., Column D). Click the ‘Submit’ button to finalize the setup.

4. Connecting Pabbly Chatflow to Send WhatsApp Messages

Now that you have set up Google Sheets as the trigger, it’s time to configure the action step using Pabbly Chatflow. In the action window, select Pabbly Chatflow as the action application and choose the action event ‘Send Template Message’. using Pabbly Connect

To use Pabbly Chatflow effectively, you need to create a WhatsApp message template. Go to the Pabbly Chatflow website and log in. Once in your dashboard, click on ‘Add New Template’ and fill in the required fields, including the template category, name, and message content. Save your template once done.

Ensure your template includes variables for personalization. Select the template you created when configuring the action in Pabbly Connect.

After selecting the template, you will need to connect your Pabbly Chatflow account by entering your API token from the settings page. This connection allows Pabbly Connect to send messages to your customers via WhatsApp seamlessly.

5. Testing the Integration and Finalizing Setup

With both Google Sheets and Pabbly Chatflow configured, it’s time to test the integration. Go back to your Google Sheets and add a new customer’s details, including their name, email, and phone number. Make sure to enter the phone number in the correct format without the plus sign.

Once you have added the new customer data, return to Pabbly Connect and check if the webhook has captured the new data. If successful, you will see the customer information displayed in the trigger response section. This confirms that Google Sheets is correctly connected to Pabbly Connect.

Click on ‘Save and Send Test Request’ to send a test message via WhatsApp. Check your WhatsApp for the welcome message sent to the new customer.

Once you confirm that the message has been received, your integration is complete. Now, every time you add a new customer in Google Sheets, they will automatically receive a welcome message on WhatsApp, thanks to the powerful automation capabilities of Pabbly Connect.

Conclusion

In this tutorial, we explored how to integrate Google Sheets with WhatsApp using Pabbly Connect and Pabbly Chatflow. By following these steps, you can automate your customer messaging process efficiently, ensuring timely communication with your new clients.