Learn how to send training course details from Google Sheets to WhatsApp using Pabbly Connect. This guide provides step-by-step instructions for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start sending training course details via WhatsApp from Google Sheets, you need to access Pabbly Connect. First, visit the Pabbly website and navigate to the Pabbly Connect product page.
If you’re a new user, click on the ‘Sign Up for Free’ button to create your account. Once registered, sign in to access the Pabbly Connect dashboard. Here, you can create workflows that allow you to automate the process of sending WhatsApp messages to students whenever new course details are added to your Google Sheets.
2. Creating a Workflow in Pabbly Connect
In your Pabbly Connect dashboard, click on the ‘+’ icon to create a new workflow. Name your workflow something like ‘Send Training Course Details on WhatsApp from Google Sheets’. This name helps you identify the workflow easily.
- Click on ‘Create’ to set up your workflow.
- Select ‘Google Sheets’ as the trigger application.
- Choose ‘New or Updated Spreadsheet Row’ as the trigger event.
After setting up the trigger, you will receive a webhook URL that you will use to connect your Google Sheets to Pabbly Connect. Copy this URL, as it will be used in the Google Sheets setup.
3. Setting Up Google Sheets for Pabbly Connect
Open your Google Sheets where you maintain your training course details. Click on ‘Extensions’, then ‘Add-ons’, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. Refresh your Google Sheet after installation. using Pabbly Connect
Next, go back to ‘Extensions’, find ‘Pabbly Connect Webhooks’, and click on ‘Initial Setup’. Here, paste the webhook URL you copied earlier and set the trigger column to the last column of your data. For example, if your data is in columns A to F, set the trigger column to F.
4. Sending WhatsApp Messages Using Pabbly Connect
Now that your Google Sheets is set up, go back to your Pabbly Connect workflow. Add a new action step and select ‘WhatsApp Cloud API’ as the application. Choose ‘Send Template Message’ as the action event. using Pabbly Connect
- Connect your WhatsApp Cloud API account by providing the required credentials.
- Select the message template you want to use for notifications.
- Map the necessary fields such as recipient’s mobile number, course name, and start date from the Google Sheets data.
Once all the fields are mapped correctly, you can test the workflow. Pabbly Connect will send the WhatsApp message to the specified student’s number, notifying them of the new course details.
5. Testing and Verifying Your Integration
To ensure everything is working correctly, add a new course detail in your Google Sheets. Once you enter the data and update the sheet, Pabbly Connect will automatically capture this data and send a WhatsApp message to the students listed in your student data sheet.
Check the WhatsApp application on your mobile device to verify that the message has been sent successfully. The message should contain all the relevant course details, including the course name, start date, and a link to download additional information.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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In conclusion, using Pabbly Connect to send training course details from Google Sheets to WhatsApp is an efficient way to keep your students informed. This integration automates the notification process, saving you time and ensuring your students receive timely updates about new courses.