Streamline Event Management: Automate Event Promotion with Pabbly Connect

Learn how to automate event promotion using Pabbly Connect with WhatsApp, Google Sheets, and Gmail for effective event management. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Event Management

To streamline event management, start by accessing Pabbly Connect. Go to the official Pabbly Connect website by entering the URL in your browser. If you are a new user, click on the ‘Sign Up Free’ option to create your account. Existing users can simply click on ‘Sign In’ to access their dashboard.

Once you are logged in, you will see the Pabbly Apps window. Here, you can find various applications provided by Pabbly. To create an automation workflow, click on the ‘Create Workflow’ button on the top right corner of the dashboard. This is where you will set up the integration for your event promotion.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow specifically for automating event promotion. After clicking ‘Create Workflow’, you will be prompted to name your workflow. Enter a suitable name, such as ‘Automate Event Promotion,’ and select a folder for organization. using Pabbly Connect

• Name your workflow appropriately.
• Choose the folder to save your workflow.
• Click on the ‘Create’ button to proceed.

After the workflow is created, you will see two main components: a trigger and an action. The trigger will be set to Google Sheets, and the action will be set to WhatsApp Cloud API and Gmail. This setup allows you to automate sending messages and emails whenever new data is added to your Google Sheets.

3. Setting Up Trigger in Google Sheets

To set up the trigger, select Google Sheets as your trigger application and choose the event ‘New or Updated Spreadsheet Row.’ This action will initiate the workflow whenever there is new data in your specified Google Sheet.

Next, you will receive a webhook URL from Pabbly Connect. This URL is essential for connecting your Google Sheets with Pabbly Connect. Follow these steps to integrate:

• Go to Google Sheets and click on ‘Extensions’.
• Select ‘Add-ons’ and search for ‘Pabbly Webhooks’ in the Google Workspace Marketplace.
• Install the Pabbly Webhooks add-on.

After installation, navigate back to the ‘Extensions’ menu, select Pabbly Webhooks, and click on ‘Initial Setup’. Here, paste the webhook URL you copied from Pabbly Connect and set the trigger column to the final data column of your sheet.

4. Setting Up Actions with WhatsApp Cloud API

After configuring the trigger, the next step is to set up the action using WhatsApp Cloud API. Choose WhatsApp Cloud API as your action application and select ‘Send Template Message’ as the action event. To connect your WhatsApp Cloud API account with Pabbly Connect, click on ‘Add New Connection’.

You will need to enter your WhatsApp Cloud API credentials, including the token, phone number ID, and WhatsApp business account ID. Make sure to obtain these details from your WhatsApp Cloud API setup. Once entered, click ‘Save’ to establish the connection.

Ensure you have a valid temporary or permanent access token. Select your message template from the WhatsApp Cloud API. Map the recipient’s phone number dynamically from Google Sheets.

Once you have configured the message template and mapped the necessary fields, you can click on ‘Save and Send Test Request’ to verify that everything is working correctly.

5. Sending Emails with Gmail

The final step in this automation process is to set up Gmail to send emails. Select Gmail as your action application and choose ‘Send Email’ as the action event. To connect your Gmail account, click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect. using Pabbly Connect

Once connected, you will need to fill in the recipient email address, which can be mapped from the data received from Google Sheets. Additionally, enter the sender’s name, email subject, and email content. Make sure to personalize the email by mapping the recipient’s name in the content.

Map the recipient’s email from the Google Sheets response. Enter a compelling subject line for the email. Include the event brochure as an attachment.

After completing these fields, click ‘Save and Send Test Request’ to ensure that the email is sent successfully. You can then check your Gmail to confirm that the email has been received.

Conclusion

In conclusion, using Pabbly Connect allows you to automate event promotion efficiently by integrating Google Sheets, WhatsApp Cloud API, and Gmail. This process streamlines your event management tasks and ensures timely communication with your customers.