Schedule WhatsApp Messages from Google Sheets with Pabbly Connect

Learn how to automate WhatsApp messages from Google Sheets using Pabbly Connect and Pabbly Connect, enhancing your marketing strategy effortlessly. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To schedule WhatsApp messages from Google Sheets, you first need to access Pabbly Connect. This integration platform allows you to automate tasks effortlessly without any coding skills. Visit the Pabbly Connect homepage by entering Pabbly.com/connect/INR in your browser.

Once on the homepage, you will see options to sign in or sign up. If you are an existing user, click on ‘Sign In’ to access your account. New users can click ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly. After logging in, you will be directed to the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow for scheduling WhatsApp messages. Click on the ‘Create Workflow’ button. A dialog box will appear, prompting you to name your workflow. Name it ‘Schedule WhatsApp Messages from Google Sheets with Pabbly Chatflow’ and select your desired folder.

• Click on ‘Create’ to proceed.
• You will see a blank workflow with two important sections: Trigger and Action.
• Triggers initiate the workflow, while Actions are responses to those triggers.

For this automation, select ‘Schedule by Pabbly’ as your trigger. Set the trigger event to ‘Scheduled Workflow’ and configure the time you want the messages to be sent. For instance, select January 1st, 2025, at 2 PM. Click ‘Save’ to finalize the trigger settings.

3. Connecting Google Sheets to Pabbly Connect

With your trigger set, the next step is to connect Google Sheets to Pabbly Connect. Click on the Action step and select ‘Google Sheets’ as your application. Choose the action event as ‘Get Rows’ to fetch customer details from your spreadsheet.

• Click on ‘Connect’ and select ‘Add New Connection’.
• Log in to your Google account and allow permission for Pabbly to access your sheets.
• Select the specific spreadsheet containing customer data.

After selecting your spreadsheet, define the range of data you want to retrieve, for instance, A2:C21. Click ‘Save and Send Test Request’ to ensure the connection works successfully. You will receive the customer details in an array format, which is necessary for the next steps.

4. Sending Messages via Pabbly Chatflow

Now that you have customer data, it’s time to send messages using Pabbly Chatflow. Add another Action step and select ‘Pabbly Chatflow’ as the application. Choose the action event as ‘Send Message’. Click on ‘Connect’ to link your Chatflow account with Pabbly Connect.

You will need to enter your API token from Pabbly Chatflow. Go to your Chatflow account, navigate to the API and Webhooks section, and copy the API key. Paste this key back in Pabbly Connect to establish the connection. After successfully connecting, you can create a message template for your WhatsApp messages.

Create a new template in Pabbly Chatflow with dynamic variables for personalization. Use variables for customer names to personalize each message. Ensure the template is approved in Chatflow before linking it to your broadcast.

Once your template is ready, link it to the broadcast campaign that you previously created in Pabbly Chatflow. This will ensure that each customer receives a personalized message at the scheduled time.

5. Finalizing the Workflow

With everything set up, it’s crucial to finalize your workflow in Pabbly Connect. Make sure all mappings are correct, including customer phone numbers and names. Use the dynamic format to ensure each message is personalized based on the customer data retrieved from Google Sheets.

Finally, click ‘Save and Send Test Request’ to verify that the messages are sent correctly. You should see the message in your Pabbly Chatflow inbox, confirming that the integration works. This automation will allow you to send personalized WhatsApp messages to all your customers automatically.

This entire process demonstrates how Pabbly Connect seamlessly integrates Google Sheets and Pabbly Chatflow to enhance your marketing efforts, especially for occasions like the New Year.

Conclusion

In conclusion, using Pabbly Connect to schedule WhatsApp messages from Google Sheets is a powerful way to automate your marketing. This integration allows for personalized communication, enhancing customer engagement and satisfaction during special occasions like the New Year. Start automating your workflows today with Pabbly Connect!