Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you’re a new user, click on the ‘Sign Up for Free’ button to create an account, which allows you to send up to 100 tasks free each month.

After signing up, log in to your Pabbly Connect account. This platform will serve as the central hub for integrating Google Sheets and WhatsApp. Once logged in, you will be directed to the workflow builder where you can set up your automation.

2. Setting Up the Workflow in Pabbly Connect

In this section, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button. For the trigger application, select ‘Google Sheets’ and for the event, choose ‘New or Updated Spreadsheet Row’. This will initiate the workflow whenever a new row is added to your spreadsheet.

  • Select ‘Google Sheets’ as the trigger application.
  • Choose ‘New or Updated Spreadsheet Row’ as the event.
  • Click ‘Connect’ to establish the link.

After connecting, you’ll receive a webhook URL. Copy this URL, as it will be used to link your Google Sheets with Pabbly Connect. This step is crucial for capturing the data you want to send via WhatsApp.

3. Configuring Google Sheets with Pabbly Connect

Now that you have your webhook URL from Pabbly Connect, open your Google Sheets. Navigate to Extensions > Add-ons > Get Add-ons and search for “Pabbly Connect Webhooks”. Install this extension to facilitate the connection.

Once installed, refresh your Google Sheets, then go back to Extensions > Pabbly Connect Webhooks and click on ‘Initial Setup’. Paste the webhook URL you copied earlier and specify the trigger column. This column will determine when the data is sent to Pabbly Connect.

  • Paste the copied webhook URL in the setup.
  • Enter the trigger column letter (e.g., D for the last column).
  • Click ‘Submit’ to complete the setup.

After submitting, you’ll see a confirmation message indicating successful configuration. This means your Google Sheets is now linked with Pabbly Connect and ready to send data.

4. Sending Automated WhatsApp Messages

With the Google Sheets setup complete, it’s time to send automated WhatsApp messages using Pabbly Connect. Add a new action step in your workflow and select ‘Pabbly Chatflow’ as the application for sending WhatsApp messages.

For the action event, choose ‘Send Text Message’ and click ‘Connect’. If you haven’t created a connection before, you’ll need to enter your API token from your Pabbly Chatflow account. This token links your WhatsApp account to Pabbly Connect.

  • Select ‘Pabbly Chatflow’ as the action application.
  • Choose ‘Send Text Message’ as the action event.
  • Enter the required API token.

Now, map the recipient’s WhatsApp number and the message you want to send. You can personalize the message by including the recipient’s name from the previous step. Click ‘Save and Send Test Request’ to verify if the message is sent successfully.

5. Finalizing the Automation Process

To finalize your automation, go back to your Google Sheets and click on Extensions > Pabbly Connect Webhooks and select ‘Send All Data’. This action will trigger the workflow and send WhatsApp messages to all leads listed in your spreadsheet.

For continuous automation, ensure to enable the ‘Send on Event’ option in your Pabbly Connect workflow. This way, every time you add new details to your spreadsheet, an automated WhatsApp message will be sent without any manual intervention.

Now you can efficiently send discount coupon codes or other messages to your leads using Pabbly Connect. This automation not only saves time but also enhances your communication strategy.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages using Pabbly Connect and Google Sheets. By following these steps, you can streamline communication with your leads, enhancing your marketing efforts efficiently.