Integrating Google Sheets with WhatsApp Using Pabbly Connect for Real-Time Trading Tips

Learn how to automate sending real-time trading tips from Google Sheets to WhatsApp using Pabbly Connect. Step-by-step guide included! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin sending real-time trading tips via WhatsApp, first access Pabbly Connect. Go to the Pabbly website and either sign in or create a free account. Signing up grants you free tasks monthly, which is essential for this automation.

After signing in, click on the ‘Create Workflow’ button located in the top right corner. Name your workflow something like ‘Google Sheets to WhatsApp’ to keep it organized. This sets the stage for connecting your Google Sheets with WhatsApp through Pabbly Connect.

2. Configuring Google Sheets as the Trigger

In this step, you will configure Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets and then choose the event ‘New or Updated Spreadsheet Row’. This event triggers whenever you add a new trading tip to your Google Sheet.

• Select Google Sheets as the trigger application.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the generated webhook URL for later use.

After copying the webhook URL, navigate to your Google Sheets. Click on ‘Extensions’ and select ‘Pabbly Connect Webhooks’. In the setup, paste the copied URL and specify the trigger column. This column will notify Pabbly Connect whenever a new trading tip is added.

3. Setting Up WhatsApp as the Action Application

Next, you will set up WhatsApp as the action application in Pabbly Connect. Select WhatsApp Cloud API and choose the action event ‘Send a Template Message’. This step is crucial as it will send the trading tips directly to your clients’ WhatsApp accounts.

To configure this, you will need to connect your WhatsApp account by providing the required details like your temporary access token, phone number ID, and WhatsApp business account ID. Make sure to retrieve these from your WhatsApp developer dashboard.

• Enter your temporary access token from the WhatsApp developer dashboard.
• Provide the phone number ID and WhatsApp business account ID.
• Save the connection to establish it.

Once connected, select the template you want to use for sending messages. Ensure that your template is pre-approved in your WhatsApp account to avoid any issues during message delivery.

4. Finalizing the Integration Workflow

With both Google Sheets and WhatsApp configured, it’s time to finalize the integration in Pabbly Connect. Use the ‘Get Rows’ action in Google Sheets to fetch client details, which will be necessary for sending personalized messages.

Set the range for the rows you want to fetch, ensuring it includes all relevant client information. Next, use the iterator feature to loop through each client’s details. This allows Pabbly Connect to send messages one by one to each client in your list.

Select the range of rows from your Google Sheets. Use the iterator to process each client’s contact details. Map the client’s details to the WhatsApp message template.

By completing these steps, you ensure that every time a new trading tip is added to your Google Sheet, it gets sent to all clients via WhatsApp automatically.

5. Testing the Automation

The final step is to test your automation to ensure everything works seamlessly. In Pabbly Connect, send a test request to verify that the WhatsApp message is sent correctly. Check the WhatsApp account to confirm that the message appears as intended.

If the test is successful, your integration is complete! From now on, every new trading tip added to your Google Sheet will be sent directly to your clients on WhatsApp in real-time.

Remember, you can always revisit your workflow in Pabbly Connect to make adjustments or add new features as needed. This flexibility allows you to enhance your trading tips communication continuously.

Conclusion

Integrating Google Sheets with WhatsApp using Pabbly Connect allows you to automate the process of sending real-time trading tips efficiently. By following the steps outlined in this tutorial, you can ensure timely updates for your clients, enhancing your trading strategy communication.