Watch Step By Step Video Tutorial Below





1. Setting Up Google Sheets with Pabbly Connect

The first step in this integration process is to set up Google Sheets with Pabbly Connect. Begin by adding your potential customer details into a new row in Google Sheets. For example, you can enter the name, email, and phone number of the client.

Once you’ve entered the details, you will see that a WhatsApp message is sent immediately. This is facilitated through Pabbly Connect, which captures the data from Google Sheets and triggers the message sending process.

2. Installing Pabbly Connect Webhooks

To integrate Google Sheets with Pabbly Connect, you need to install the Pabbly Connect Webhooks add-on. Open your Google Sheets, go to Extensions, then Add-ons, and click on Get add-ons. Search for “Pabbly Connect Webhooks” and install it for free.

  • Open Google Sheets and navigate to Extensions.
  • Select Add-ons and click on Get add-ons.
  • Search for Pabbly Connect Webhooks and install it.

After installation, refresh your Google Sheets. You will see the Pabbly Connect Webhooks option available. This is where you will set up the webhook URL provided by Pabbly Connect.

3. Configuring Webhook URL in Google Sheets

Now that Pabbly Connect is integrated with Google Sheets, you need to configure the webhook URL. Click on the Pabbly Connect Webhooks option and paste the webhook URL that you received from Pabbly Connect into the provided field.

Make sure to set the trigger column for your data input. For instance, if your customer details are in column C, select that as your trigger column. Then, enable the “Send on event” option in the webhook settings.

  • Paste the webhook URL from Pabbly Connect.
  • Select the trigger column where you input customer details.
  • Activate the “Send on event” option.

After these steps, you should see a success message indicating that the setup was successful. This means your Google Sheets is now connected to Pabbly Connect.

4. Sending WhatsApp Messages via Pabbly Chatflow

Next, we will send WhatsApp messages using Pabbly Chatflow. To do this, create a new connection in Pabbly Connect by selecting the WhatsApp option. You will need an API token from your Pabbly Chatflow account.

Copy the API token from the settings in Pabbly Chatflow and paste it into the connection setup in Pabbly Connect. Ensure you map the phone number from the previous step to dynamically send messages to the correct recipient.

Next, you can customize the WhatsApp message. For example, include a greeting and personalized content like the customer’s name. This customization helps in making the message more engaging and relevant to the recipient.

5. Testing the Integration

Finally, to test the integration, enter a new potential customer’s details in your Google Sheets. Once you do this, check your WhatsApp application to see if the message was received. This confirms that Pabbly Connect has successfully integrated Google Sheets and WhatsApp.

If you see the message in WhatsApp, the entire setup is working correctly. You can now automate sending promotional messages or any other type of communication to your clients using this integration.

This seamless integration allows you to manage customer interactions efficiently, ensuring timely communication through WhatsApp.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Google Sheets with WhatsApp Cloud API via Pabbly Chatflow. This setup allows for automated messaging, enhancing customer engagement effectively.