Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for WhatsApp Integration

To begin using Pabbly Connect for sending WhatsApp messages, first visit pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage where you can either sign in or sign up for free.

If you are a new user, click on the “Sign up for free” option to get started with 100 free tasks every month. Once you are signed in, you will have access to all Pabbly applications including Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on “Create from scratch” or use the AI workflow builder. Type in a prompt such as “When a new row is added in Google Sheets, send WhatsApp message via Pabbly Chartflow”.

  • Select the trigger event as “New or Updated Spreadsheet Row”.
  • For the action, choose “Send Text Message” from Pabbly Chartflow.

Review the workflow preview and select “Approve and Create” to finalize your setup. You will receive a unique workflow link for further actions.

3. Setting Up Google Sheets with Pabbly Connect

Next, you need to connect your Google Sheets to Pabbly Connect. Start by copying the webhook URL provided in your workflow. Open your Google Sheets and click on “Extensions” to access add-ons.

  • Select “Get Add-ons” and search for “Pabbly Connect Webhooks”.
  • Install the add-on and refresh your Google Sheets.

Once installed, navigate back to “Extensions” and select “Pabbly Connect Webhooks” to set up the webhook URL and trigger column. Input the copied URL and set the trigger column to the last data column (e.g., Column C). Click on “Submit” to complete the setup.

4. Sending WhatsApp Messages Using Pabbly Connect

With your Google Sheets connected, it’s time to send WhatsApp messages. Go back to your Pabbly Connect workflow and click on the action to send a WhatsApp message via Pabbly Chartflow.

Here, you’ll need to enter the WhatsApp mobile number and the message. Instead of typing the number manually, map the data from the previous step to make it dynamic. This way, the message will include personalized details for each customer.

  • Ensure to format the message correctly, using asterisks for bold text where necessary.
  • Click “Save and Send Test Request” to verify if the message is sent successfully.

Check your WhatsApp to confirm that the message has been received with the correct details. If successful, you can now automate sending messages to all contacts in one click.

5. Finalizing the Automation Process

To complete the automation, return to your Google Sheets and ensure the “Send on Event” option is turned on. This will allow new entries to trigger the automation instantly.

After confirming the setup, you can select “Send All Data” from the Pabbly Connect Webhooks menu to send the same message to multiple contacts automatically. This feature enhances efficiency and ensures timely communication with your customers.

With these steps, you have successfully set up an automation that allows you to send personalized WhatsApp messages directly from Google Sheets using Pabbly Connect. This integration not only saves time but also enhances customer engagement.

Conclusion

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