Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To automate WhatsApp follow-up messages from Google Sheets, you first need to access Pabbly Connect. Open your browser and type the URL pabbly.com/connect to reach the Pabbly Connect landing page.

If you are a new user, sign up for a free account. Pabbly Connect offers a free trial, allowing you to test this automation without any cost. After signing up, you can start creating workflows that connect Google Sheets to WhatsApp.

2. Setting Up Your Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow page. Here, you will select the trigger application. For this integration, choose Google Sheets as your trigger application.

  • Select the trigger event as “New or Updated Spreadsheet Row”.
  • Copy the provided webhook URL for connecting Google Sheets.
  • Paste this webhook URL into the Google Sheets add-on.

This setup allows Pabbly Connect to monitor your Google Sheets for new entries, triggering the automation process whenever a new row is added or updated.

3. Integrating Google Sheets with Pabbly Connect

To complete the integration, go to Google Sheets and install the Pabbly Connect Webhooks add-on. After installation, navigate to Extensions, select Pabbly Connect Webhooks, and click on Initial Setup.

Here, you will enter the previously copied webhook URL and specify the trigger column, which is typically the last column of your sheet. After entering the details, click on the Submit button to save your settings.

  • Make sure to enable the “Send on Event” option in the Pabbly Connect Webhooks settings.
  • This ensures that data is automatically sent to Pabbly Connect whenever a new entry is made.

With this, your Google Sheets is now successfully integrated with Pabbly Connect, ready to send WhatsApp messages.

4. Sending WhatsApp Messages via Pabbly Connect

Next, you will set up the action application to send WhatsApp messages. Choose Pabbly Chatflow as your action application. Select the event as “Send Text Message” and connect it to your existing Pabbly Connect account.

In the connection settings, you will need to enter the API token from your Pabbly Chatflow dashboard. After entering the token, you will be prompted to fill in the recipient’s WhatsApp number and the message content.

  • Use mapping to dynamically insert the recipient’s WhatsApp number and personalized message from Google Sheets.
  • This allows for a customized message for each customer based on their details in the sheet.

Once all fields are filled, click on “Save and Send Test Request” to send the WhatsApp message. You should receive a confirmation response indicating that the message was successfully sent.

5. Automating Follow-Up Messages

To send follow-up messages, you will add a delay using Pabbly Connect. Select the action application as Pabbly Chatflow again and choose the event as “Add Time Delay”. Set the delay period to your desired time, such as 2 minutes.

After setting the delay, create another action step to send the follow-up WhatsApp message. Again, use Pabbly Chatflow and map the necessary fields to personalize your follow-up message.

  • Ensure the follow-up message checks if the customer is still interested in your service.
  • This keeps your customers engaged and increases the chances of conversion.

Finally, save and send the test request for the follow-up message. You should receive a confirmation that the follow-up message has been sent successfully.

Conclusion

Using Pabbly Connect, you can easily automate sending WhatsApp follow-up messages from Google Sheets. This process enhances customer engagement and streamlines communication without manual effort. Start leveraging this powerful integration today to grow your business efficiently.