Integrating WhatsApp with Automation Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with Automation Using Pabbly Connect for sending bulk messages directly from Google Sheets. Follow our detailed tutorial for seamless automation. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up WhatsApp Integration Using Ultra Message

To begin the process of sending WhatsApp messages in bulk, you first need to set up the WhatsApp integration using the Ultra message application. This application allows you to send WhatsApp messages directly from Google Sheets. Start by creating a free account on Ultra message and logging into your dashboard.

Once logged in, you will be ready to connect Ultra message with your Google Sheets using Pabbly Connect. This integration tool is essential for automating your WhatsApp messaging process. Follow the on-screen instructions to create a new workflow in Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate the process. After logging into your Pabbly Connect account, click on the blue ‘Create Workflow’ button. Name your workflow something relevant, like ‘Send WhatsApp Messages in Bulk from Google Sheets’ and hit the ‘Create’ button.

Now, you will see two sections labeled Trigger and Action. In the Trigger section, choose Google Sheets as the application and select the event ‘New or Updated Spreadsheet Row.’ This will allow Pabbly Connect to capture data from your Google Sheets whenever a new customer is added.

• Select Google Sheets as the trigger application.
• Choose the event ‘New or Updated Spreadsheet Row’.
• Copy the provided Webhook URL for the next steps.

After copying the Webhook URL, you will need to go to your Google Sheets and set up the Pabbly Connect Webhook add-on for the integration. This step is crucial for ensuring that data flows smoothly from Google Sheets to Pabbly Connect.

3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets with Pabbly Connect, you need to install the Pabbly Connect Webhook add-on. Click on the ‘Extensions’ menu, then navigate to ‘Add-ons’ and select ‘Get Add-ons.’ Search for ‘Pabbly Connect Webhooks’ and install it.

Once installed, go back to the Extensions menu, open the Pabbly Connect Webhooks add-on, and choose ‘Initial Setup.’ Here, paste the Webhook URL you copied earlier. You will also need to specify the trigger column, which is the final data column that will activate the automation.

• Paste the Webhook URL in the Initial Setup section.
• Set the trigger column to the column that contains your final data.
• Click on ‘Send Test’ to verify the connection.

After clicking ‘Send Test,’ you should see a confirmation that the data from Google Sheets has been successfully received by Pabbly Connect. This indicates that your connection is working correctly.

4. Sending WhatsApp Messages Through Ultra Message

Now that your Google Sheets is connected to Pabbly Connect, it’s time to set up the action to send WhatsApp messages using Ultra message. In the Action section of your workflow, select Ultra message as the application and choose the action event ‘Send a Message.’ This is where you will configure how the messages will be sent to your customers.

You will need to provide the Instance ID and Token from your Ultra message dashboard. This information is essential for authenticating the connection between Pabbly Connect and Ultra message. After entering these details, you will be prompted to fill in the recipient’s phone number and the message body.

Enter the Instance ID and Token from Ultra message. Map the phone number field with the data from Google Sheets. Compose your message and map any dynamic fields as needed.

Once everything is set up, click on ‘Save and Send Test Request.’ This will send a test message to the specified phone number to confirm that everything is working correctly. Check your WhatsApp to see if the message has arrived.

5. Finalizing the Automation for Bulk Messaging

After successfully sending a test message, the final step is to enable the bulk messaging feature in your Pabbly Connect workflow. Return to your Pabbly Connect dashboard and ensure that the option ‘Send All Data’ is enabled. This will allow the automation to send messages to all customers listed in your Google Sheets.

Once you have enabled this option, your automation is ready to go. You can add more customer data to your Google Sheets, and as soon as you do, WhatsApp messages will be sent automatically to each customer based on the details in the sheet.

Enable the ‘Send All Data’ option in your workflow. Add customer data to your Google Sheets as needed. Monitor your WhatsApp for incoming messages to confirm delivery.

With this setup, you can efficiently manage customer communication through WhatsApp, ensuring that all your messages are sent in bulk effectively and automatically.

Conclusion

This tutorial detailed how to integrate WhatsApp with Automation Using Pabbly Connect for sending bulk messages directly from Google Sheets. By following these steps, you can streamline your communication process and enhance customer engagement.