Tutorial: Integrating Google Sheets with WhatsApp Business Cloud and OpenAI

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How to Integrate Google Sheets with WhatsApp Business Cloud Using Make.com

This tutorial provides a step-by-step guide to integrating Google Sheets and WhatsApp Business Cloud via Make.com. You will learn how to automatically send personalized WhatsApp messages based on data from a Google Sheet and update the Sheet with the status of each message.

Step 1: Register for WhatsApp Business Cloud API

Before integrating WhatsApp with Make.com, you need to set up the WhatsApp Business Cloud API.

1.1 Create a Meta Business Account

  1. Go to Meta for Business.

  2. Log in with your Facebook account or create a new one.

  3. Set up a Business Manager account:

• Add your business name and email.

• Verify your business information if prompted.

1.2 Set Up a WhatsApp Business Account

  1. In Business Settings on Meta Business Manager:

• Go to Accounts > WhatsApp Accounts and create a new WhatsApp Business account.

  1. Link your phone number:

• Enter the number you will use for WhatsApp.

• Verify the number using the OTP sent by WhatsApp.

1.3 Enable WhatsApp Business Cloud API

  1. Go to the WhatsApp Developer page.

  2. Create a new app in the Meta Developers dashboard.

  3. Configure the WhatsApp Business API :

• Register your phone number.

• Obtain an Access Token , Business Phone Number ID , and WhatsApp Account ID .

1.4 Get Message Templates Approved

  1. Navigate to Message Templates in your WhatsApp Business settings.

  2. Create templates for recurring messages, like event confirmations or updates.

  3. Submit the templates for approval (required for initiating conversations).

Step 2: Connect WhatsApp Business Cloud to Make.com

After setting up WhatsApp Business Cloud API, you can integrate it into Make.com.

2.1 Add the WhatsApp Module in Make.com

  1. In Make.com, create a new scenario.

  2. Add the WhatsApp Business Cloud module.

• Select Send a Message as the action.

2.2 Configure the WhatsApp Connection

  1. When prompted, create a new connection:

• Access Token: Enter the API key from your Meta Developers dashboard.

• Phone Number ID: Enter the ID of your registered WhatsApp phone number.

• Business Account ID: Enter your WhatsApp Business Account ID.

  1. Test the connection:

• Send a test message to a verified number.

Step 3: Create the Integration Workflow in Make.com

Now that WhatsApp is connected, you can build the automation scenario in Make.com.

3.1 Add the First Module: Google Sheets - Watch New Rows

  1. Add the Google Sheets > Watch New Rows module.

  2. Configure the following:

• Spreadsheet: Choose the file you want to monitor.

• Sheet Name: Select the relevant sheet (e.g., Form Responses 1).

• Trigger: Set the module to detect new rows in real-time.

3.2 Add a Router

  1. Add the Router module to split the workflow based on conditions.

  2. Create filters for RSVP responses:

• Yes Filter: Check if the “RSVP” column contains Yes.

• No Filter: Check if the “RSVP” column contains No.

3.3 Add the OpenAI Module

  1. Use the OpenAI (ChatGPT) > Create Completion module to generate personalized messages.

  2. Configure the module:

• Model: Choose GPT-4 or another model.

• Prompt: Use dynamic placeholders to craft personalized messages. For example:

Generate a friendly message:
- Parent Name: {{Parent Name}}
- Child Name: {{Child Name}}
- RSVP Status: {{RSVP Status}}
- Dietary Restrictions: {{Dietary Restrictions}}

• Set temperature, tokens, and other parameters as needed.

Step 4: Send WhatsApp Messages

  1. Add the WhatsApp Business Cloud > Send a Message module.

  2. Configure the following:

• Receiver (To): Map the phone number column from the Google Sheet.

• Message Content: Pass the personalized message from OpenAI.

• Message Type: Set as Text.

Step 5: Update Google Sheets

  1. Add the Google Sheets > Update a Row module.

  2. Configure the following:

• Row to Update: Use the same row number detected in Step 3.1.

• Columns to Update: Add the status or response of the sent message in a new column.

Step 6: Error Handling

  1. Add a Commit module to handle errors:

• Log any errors if a message fails to send.

• Update the Google Sheet with an error status.

Final Workflow Summary

  1. Google Sheets - Watch Rows: Detect new RSVP entries.

  2. Router: Route workflow based on RSVP status.

  3. OpenAI - Generate Message: Personalize messages using AI.

  4. WhatsApp - Send Message: Deliver messages based on RSVP.

  5. Google Sheets - Update Row: Record the status of each message.

Best Practices and Notes

• Compliance: Ensure users have opted in to receive messages via WhatsApp.

• Template Usage: Only use approved templates for initial contact messages.

• Logs: Monitor logs in Make.com and Meta to troubleshoot issues.

• Rate Limits: Be mindful of WhatsApp’s messaging limits, which depend on your account’s trust level.

This setup will automate your communication process, making it efficient and seamless for events, customer updates, or notifications How to Integrate Google Sheets with WhatsApp Business Cloud Using Make.com

This tutorial provides a step-by-step guide to integrating Google Sheets and WhatsApp Business Cloud via Make.com. You will learn how to automatically send personalized WhatsApp messages based on data from a Google Sheet and update the Sheet with the status of each message.

Step 1: Register for WhatsApp Business Cloud API

Before integrating WhatsApp with Make.com, you need to set up the WhatsApp Business Cloud API.

1.1 Create a Meta Business Account

  1. Go to Meta for Business.

  2. Log in with your Facebook account or create a new one.

  3. Set up a Business Manager account:

• Add your business name and email.

• Verify your business information if prompted.

1.2 Set Up a WhatsApp Business Account

  1. In Business Settings on Meta Business Manager:

• Go to Accounts > WhatsApp Accounts and create a new WhatsApp Business account.

  1. Link your phone number:

• Enter the number you will use for WhatsApp.

• Verify the number using the OTP sent by WhatsApp.

1.3 Enable WhatsApp Business Cloud API

  1. Go to the WhatsApp Developer page.

  2. Create a new app in the Meta Developers dashboard.

  3. Configure the WhatsApp Business API :

• Register your phone number.

• Obtain an Access Token , Business Phone Number ID , and WhatsApp Account ID .

1.4 Get Message Templates Approved

  1. Navigate to Message Templates in your WhatsApp Business settings.

  2. Create templates for recurring messages, like event confirmations or updates.

  3. Submit the templates for approval (required for initiating conversations).

Step 2: Connect WhatsApp Business Cloud to Make.com

After setting up WhatsApp Business Cloud API, you can integrate it into Make.com.

2.1 Add the WhatsApp Module in Make.com

  1. In Make.com, create a new scenario.

  2. Add the WhatsApp Business Cloud module.

• Select Send a Message as the action.

2.2 Configure the WhatsApp Connection

  1. When prompted, create a new connection:

• Access Token: Enter the API key from your Meta Developers dashboard.

• Phone Number ID: Enter the ID of your registered WhatsApp phone number.

• Business Account ID: Enter your WhatsApp Business Account ID.

  1. Test the connection:

• Send a test message to a verified number.

Step 3: Create the Integration Workflow in Make.com

Now that WhatsApp is connected, you can build the automation scenario in Make.com.

3.1 Add the First Module: Google Sheets - Watch New Rows

  1. Add the Google Sheets > Watch New Rows module.

  2. Configure the following:

• Spreadsheet: Choose the file you want to monitor.

• Sheet Name: Select the relevant sheet (e.g., Form Responses 1).

• Trigger: Set the module to detect new rows in real-time.

3.2 Add a Router

  1. Add the Router module to split the workflow based on conditions.

  2. Create filters for RSVP responses:

• Yes Filter: Check if the “RSVP” column contains Yes.

• No Filter: Check if the “RSVP” column contains No.

3.3 Add the OpenAI Module

  1. Use the OpenAI (ChatGPT) > Create Completion module to generate personalized messages.

  2. Configure the module:

• Model: Choose GPT-4 or another model.

• Prompt: Use dynamic placeholders to craft personalised messages. I have been prepping for my kids-Frozen-themed-party, so my example is below:

Generate a friendly message in style of Frozen movie:
- Parent Name: {{Parent Name}}
- Child Name: {{Child Name}}
- RSVP Status: {{RSVP Status}}
- Dietary Restrictions: {{Dietary Restrictions}}

• Set temperature, tokens, and other parameters as needed.

Step 4: Send WhatsApp Messages

  1. Add the WhatsApp Business Cloud > Send a Message module.

  2. Configure the following:

• Receiver (To): Map the phone number column from the Google Sheet.

• Message Content: Pass the personalized message from OpenAI.

• Message Type: Set as Text.

Step 5: Update Google Sheets

  1. Add the Google Sheets > Update a Row module.

  2. Configure the following:

• Row to Update: Use the same row number detected in Step 3.1.

• Columns to Update: Add the status or response of the sent message in a new column.

Step 6: Error Handling

  1. Add a Commit module to handle errors:

• Log any errors if a message fails to send.

• Update the Google Sheet with an error status.

Final Workflow Summary

  1. Google Sheets - Watch Rows: Detect new RSVP entries.

  2. Router: Route workflow based on RSVP status.

  3. OpenAI - Generate Message: Personalize messages using AI.

  4. WhatsApp - Send Message: Deliver messages based on RSVP.

  5. Google Sheets - Update Row: Record the status of each message.

Best Practices and Notes

• Compliance: Ensure users have opted in to receive messages via WhatsApp.

• Template Usage: Only use approved templates for initial contact messages.

• Logs: Monitor logs in Make.com and Meta to troubleshoot issues.

• Rate Limits: Be mindful of WhatsApp’s messaging limits, which depend on your account’s trust level.

This setup will automate your communication process, making it efficient and seamless for events, customer updates, or notifications!

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