Google Sheets (older setup)

Connecting for the first time? Use Google Sheets (Connect with Google) instead.

Before you start

• A Google Sheet with one row per customer and the WhatsApp number (with the country code, for example 919876501234) in its own column.
• An approved WhatsApp template for the message. See Create a WhatsApp template. Most templates are approved within 24 hours.
• Google Sheets cannot call a URL on its own. Use a short Google Apps Script (free, below) or an automation tool such as Zapier, Make or Pabbly Connect.

Set up Google Sheets

1. Open Google Sheets in the app

   In the left sidebar, click Integrations. Under Automation, find Google Sheets and click Connect.

   

2. Choose the WhatsApp message

   Under Choose the WhatsApp message, pick a Template. Leave Send it to on Phone Number (phone). Under Fill the variables, pick Name or Column 1 Value to Column 5 Value for each blank.

   

3. Click Connect Google Sheets

   Click Connect Google Sheets in the bar at the bottom, then click the copy button under Paste this URL in Google Sheets.

4. Add the script to your sheet

   Lay out your sheet like this, with a header in row 1:

   A	B	C	D	E	F
   Phone	Name	Column 1	Column 2	Column 3	Send (tick box)

   In the sheet, open Extensions, then Apps Script, delete what is there, and paste this. Put your URL on the first line:

   text

   Copy

   const WEBHOOK_URL = 'PASTE_THE_URL_HERE';
   const SEND_COLUMN = 6; // column F holds the tick box
   
   function sendRowToWhatsApp(e) {
     const cell = e.range;
     if (cell.getColumn() !== SEND_COLUMN || cell.getRow() === 1) return;
     if (cell.getValue() !== true) return;
     const row = cell.getSheet().getRange(cell.getRow(), 1, 1, 5).getValues()[0];
     UrlFetchApp.fetch(WEBHOOK_URL, {
       method: 'post',
       contentType: 'application/json',
       payload: JSON.stringify({
         phone: String(row[0]),
         name: String(row[1]),
         field_1: String(row[2]),
         field_2: String(row[3]),
         field_3: String(row[4]),
       }),
     });
   }

   Click Save.

5. Turn the script on

   In Apps Script, click Triggers (the clock icon) and Add Trigger. Choose the function sendRowToWhatsApp, event source From spreadsheet, event type On edit, and click Save. Google asks you to allow access the first time. Allow it.

6. Check that it works

   Add a row with your own number and tick the box in column F. On the Google Sheets page in our app, open the Activity tab. You should see Sent, Message sent.

Using Zapier, Make or Pabbly instead

If you already use an automation tool, you can skip the script. Use the tool's Google Sheets trigger (for example New spreadsheet row) and send a POST request to the URL from our Google Sheets page, with the values named phone, name and field_1 to field_5. The Zapier guide shows the same steps.

Good to know

• The same data sent twice within a minute sends only once. It shows in Activity as Skipped, Already handled.
• Google limits how many web calls a script can make each day. To message a big list at once, send a broadcast instead.

Change, pause or disconnect

• Change the message: make your change, then click Save changes at the bottom.
• Pause: switch Active off on the right.
• Disconnect: click the ⋮ button at the top right, then Disconnect, and confirm. Also delete the trigger in Apps Script.

More fixes are in Troubleshooting.

Related

• Integrations overview
• Troubleshooting