Watch Step By Step Video Tutorial Below






1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, you need to access Pabbly Connect. Open your browser and go to pav.com/connect. Here, you will find options to sign in or sign up for a free account.

If you are new, click on “Sign up free” to get 100 free tasks every month. If you already have an account, simply sign in. Once you are logged in, navigate to the Pabbly apps window and click on “Access Now” for Pabbly Connect.


2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will see options to create a workflow. Choose “Create from scratch” or use the new AI workflow builder. For this tutorial, we will use the AI option.

  • Start with a prompt: “When a new data comes in from Google Sheets, send WhatsApp message via Pabbly Chartflow.”
  • Select the trigger event as “New or Updated Spreadsheet Row”.
  • Choose the action as “Send Text Message” in Pabbly Chartflow.

Once you confirm these settings, you will receive a workflow link, indicating the successful creation of your automation process.


3. Connecting Google Sheets with Pabbly Connect

To connect Google Sheets to Pabbly Connect, you need to copy the webhook URL provided in your workflow. Open your Google Sheets account and install the Pabbly Connect add-on by selecting “Add-ons” > “Get add-ons”.

After installing, refresh your Google Sheets. Then, navigate to “Extensions” and select “Pabbly Connect Webhooks”. In the initial setup, paste the webhook URL and set the trigger column to the final data column (e.g., Column C). Click “Submit” to complete the setup.


4. Sending WhatsApp Messages via Pabbly Chartflow

Next, you will set up the WhatsApp message automation using Pabbly Connect and Pabbly Chartflow. Access your Pabbly Chartflow account to retrieve your API token. Navigate to “Settings” > “API and Webhooks” to find your API token.

  • Enter the recipient’s WhatsApp number by mapping the data from the previous step.
  • Compose your message, including the customer’s name and discount code.
  • Click “Save and Send Test Request” to send a test message.

After sending the test, you should receive a confirmation that the message was sent successfully. This indicates that your automation is functioning correctly.


5. Bulk Messaging to Customers

To send WhatsApp messages to multiple customers, utilize the bulk messaging feature in Pabbly Connect. Click on “Extensions” > “Pabbly Connect Webhooks” and select “Send All Data”.

This action will trigger the automated messages to all customers listed in your Google Sheets. Ensure that all customer details are correctly entered to avoid any issues during the messaging process.

With this setup, you can efficiently communicate special offers to all your customers without manual effort. This automation not only saves time but also enhances customer engagement.


Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect and Google Sheets. This integration streamlines communication and allows for personalized messages, enhancing customer experience.