Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Google Sheets and WhatsApp Integration

To begin automating WhatsApp messages based on Google Sheets entries, you first need to access Pabbly Connect. Go to pabbly.com/connect in your browser. If you are new, sign up for a free trial, or log in if you already have an account.

Once logged in, navigate to the workflow page where you can create a new automation. This automation will connect Google Sheets and WhatsApp, allowing you to send messages automatically. Ensure you have a Google Sheet ready with the necessary data for the automation to work.

2. Setting Up Google Sheets as the Trigger in Pabbly Connect

In this step, you will set up Google Sheets as the trigger application in Pabbly Connect. Start by selecting Google Sheets from the list of applications. Choose the event as “New or Updated Spreadsheet Row” to initiate the workflow whenever a new lead is added.

  • Select Google Sheets as the trigger application.
  • Choose “New or Updated Spreadsheet Row” as the event.
  • Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you will need to set it up in your Google Sheet. This involves using the Pabbly Connect Webhooks add-on, which you can find in the Google Workspace Marketplace. This step ensures that your Google Sheet can send data to Pabbly Connect whenever a new entry is added.

3. Configuring Google Sheets to Send Data to Pabbly Connect

Now, you will configure your Google Sheet to send data to Pabbly Connect. Open your Google Sheet, go to Extensions, and select Pabbly Connect Webhooks. Click on “Initial Setup” and paste the webhook URL you copied earlier.

  • Paste the webhook URL in the provided field.
  • Set the trigger column to the last column of your data.
  • Submit the setup to finalize the configuration.

Once the setup is complete, send test data from your Google Sheet to ensure that Pabbly Connect receives the data correctly. This step is crucial for verifying that the integration is functioning as expected before moving to the next stage.

4. Sending WhatsApp Messages Using Pabbly Connect

With Pabbly Connect configured to receive data from Google Sheets, the next step is to send WhatsApp messages through the Pabbly Chat Flow application. In Pabbly Connect, choose Pabbly Chat Flow as the action application and select “Send Text Message” as the action event.

To establish a connection, you will need an API token from Pabbly Chat Flow. Access your Pabbly Chat Flow dashboard, navigate to settings, and find the API and webhooks section to copy your API token. Paste this token back in Pabbly Connect to create a secure connection.

5. Finalizing the Integration and Testing

After establishing the connection with Pabbly Chat Flow, you need to map the fields for the WhatsApp message. This includes the recipient’s phone number and the message content. Use the mapping feature in Pabbly Connect to dynamically insert data from the Google Sheets entry.

Finally, click on “Save and Send Test Request” to send a test WhatsApp message. Check your WhatsApp to confirm that the message has been received successfully. This step ensures that your automation is working correctly, allowing you to send messages to leads directly from Google Sheets.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate WhatsApp messages based on entries in Google Sheets. By following these steps, you can streamline your communication with leads and enhance your customer engagement effectively.