In today’s business landscape, you need seamless integrations for your workflows. The most important of these integrations is Google Sheets and WhatsApp Business API. By integrating these on a Meta BSP you can automate message delivery, manage leads, and create custom workflows for your customers. In this article, we’ll walk you through a step-by-step guide to implementing this integration on the Heltar platform. 

Why Integrate Google Sheets with WhatsApp Business API?

With Google Sheets you are able to manage and organise your data efficiently, while the WhatsApp Business API allows your business to communicate directly with customers at scale. Integrating these platforms offers several advantages:

  • Automated Communication: Automatically send WhatsApp messages to customers from Google Sheets based on triggers words.

  • Efficient Data Management: Use Google Sheets as a centralised database for customer details and store the message logs in separate sheets.

  • Time-Saving Automation: Eliminate repetitive tasks with automated workflows.

  • Enhanced Customer Engagement: Improve customer retention by delivering personalised messages.

Now, let’s see how you can set this up on Heltar’s platform.

Step-by-Step Guide to Integration on Heltar

Step 1: Prepare Your Google Sheet

  1. Open Google Sheets and create a new spreadsheet.

  2. Define the columns you need:

    • Customer Name

    • Phone Number

    • Message Content

    • Status (optional)

  3. If it is a sender's sheet, populate it with the contact details and messages, else leave it empty. 

Step 2: Set Up Your Heltar Account

  1. Log in to your Heltar dashboard. If you don’t have an account, sign up and complete the onboarding process.

  2. Navigate to the "convobot" section and click on "Create a convobot"


Step 3: Connect Google Sheets to Heltar

  1. Select the Google Sheets integration option.

  2. Authorize Heltar to access your Google Sheets account. Grant the permissions for reading and updating spreadsheets.

  3. Choose the specific spreadsheet you want to integrate.

Step 4: Configure the Workflow

  1. Define triggers and actions:

    • Trigger: For example, a new row added or a specific value updated in the sheet.

    • Action: Send a predefined WhatsApp message.

  2. Use Heltar’s workflow editor to map Google Sheets columns to WhatsApp message fields. For instance:

    • Column A (Customer Name) can be dynamically inserted into the message.

    • Column B (Phone Number) determines the recipient.

  3. Test the workflow by simulating a trigger event in Google Sheets.


Step 5: Create Message Templates

  1. Go to the "Templates" section in Heltar.

  2. Design a message template that complies with WhatsApp’s guidelines.

  3. Link this template to the configured workflow.

Step 6: Activate and Monitor

  1. Enable the workflow to start processing real-time updates from Google Sheets.

  2. Monitor the workflow’s performance in the Heltar dashboard. Check for errors or missed triggers and troubleshoot as needed.

Benefits of Using Heltar for Integration

Heltar’s platform simplifies the integration process with its user-friendly interface and robust features:

  • Ease of Use: The no-code platform is designed for everyone, not just developers. 

  • Customisable Workflows: Tailor-made automation solutions to solve YOUR business problem.

  • Scalable Solutions: Ability to handle high-volume businesses with seamless scalability. 

  • Comprehensive Analytics: Track performance and CTR for each node of your workflow. 

Conclusion

Integrating Google Sheets with the WhatsApp Business API through Heltar unlocks a new level of efficiency and customer engagement for your business. If you’re still experiencing issues after following these steps, visit our blog for more insights and troubleshooting tips: Heltar.com/blogs.

To leverage the full benefit of this payment ecosystem as a business, setup your WhatsApp business API account with Heltar today.