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Send Form Links to Multiple Contacts on WhatsApp Automatically

Watch Step By Step Video Tutorial Below

1. Getting Started with Pabbly Connect

To begin automating WhatsApp messages, you need to access Pabbly Connect. This platform enables seamless integration between your Google Sheets and WhatsApp, making it easier to send personalized messages.

Start by navigating to the Pabbly Connect website. If you are a new user, click on “Sign Up Free” to create an account and receive 100 free tasks per month. Existing users should log in to access the dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, select the option to create a new workflow. You will see two options: “Create from Scratch” or “Create Using AI”. For this tutorial, choose “Create from Scratch”.

Select the Beta version for a modern interface.
Name your workflow, e.g., “Send Form Links to Multiple Contacts on WhatsApp Automatically”.
Choose a folder for organization, such as “Automations”.

After naming the workflow, click the “Create” button. This sets the stage for defining your trigger and action steps.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting the trigger for your workflow. Choose “Google Sheets” as your trigger application and select the event “New or Updated Spreadsheet Row”. Click the “Connect” button to proceed.

Upon connecting, you will receive a webhook URL. This URL is crucial for linking your Google Sheets with Pabbly Connect. Copy this URL for the next steps.

In your Google Sheets, install the Pabbly Connect Webhooks add-on. Navigate to Extensions > Add-ons > Get Add-ons, and search for “Pabbly Connect Webhooks”. Once installed, refresh your Google Sheets and set up the initial configuration using the copied webhook URL.

4. Sending WhatsApp Messages Using Pabbly Connect

After setting up the trigger, it’s time to define the action step. Select Pabbly Chatflow as the application for sending WhatsApp messages. Choose the event “Send Text Message” and create a new connection by entering your API token from your Pabbly Chatflow account.

Map the WhatsApp mobile number from the Google Sheets data.
Compose your personalized message for the customers.
Click “Save and Send Test Request” to ensure the message is sent successfully.

This completes the automation setup, allowing you to send personalized WhatsApp messages to your customers efficiently.

5. Testing and Optimizing Your Automation

Finally, you should test your automation to ensure everything is functioning correctly. Add a new entry in your Google Sheets and check if the WhatsApp message is sent automatically. This confirms that your Pabbly Connect setup is working as intended.

To enhance your automation, consider using the “Send All Data” feature. This allows you to send bulk WhatsApp messages to all contacts in your Google Sheets with just one click. To enable this, go to Extensions > Pabbly Connect Webhooks and select “Send All Data”.

This powerful feature makes it easy to manage communications with multiple customers, saving you time and effort.

Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages using Pabbly Connect with Google Sheets. By following these steps, you can streamline your communication and enhance customer engagement effectively.