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Rasayel and Google Sheets are two powerful tools that can significantly enhance your team’s productivity. But what if you could integrate the two and automate certain processes? With Zapier, you can easily connect Google Sheets and Rasayel to automate tasks and streamline communication.
In this article, we’ll show you how to use Zapier to create a seamless integration between Google Sheets and Rasayel. More precisely, how to automate proactive messages to customers whenever someone from your team adds a new spreadsheet row.
How the flow works
A team member adds a new customer to the specified spreadsheet. They create a new row containing the name of a new customer and their WhatsApp number.
Zapier will process that change and send a proactive message to the new customer (or customers).
How to create this Zap?
Creating a Zap that integrates Google Sheets with Rasayel is fairly straightforward. Here is a step-by-step guide on how to do it:
Create a new Zap.
Find Google Spreadsheet in the search feature.
Under Event, choose New Spreadsheet Row (Team Drive).
Select your account and click Continue to set up the trigger.
Next, choose the Drive location, select the Spreadsheet document, and the Worksheet.
Test the trigger, click Continue to proceed.
In the next window, you’d need to find Rasayel.
Under Event, choose a Proactive Template Message.
Select the account you want the message template to be sent from.
Next you’d need to Set up the action.
Under receiver, choose the column containing the numbers of the customers.
Under Channel ID, choose your preferred channel.
Under Message Template, choose the template you want to be used. For the purpose of this article, I chose a template for customers enrolled in a referral program.
Since the message templates have placeholders for personal information, such as the name of the customer, under Body select the spreadsheet row containing names.
Test the action, and if everything works, Publish the Zap.
That’s it. From now on, whenever you update your spreadsheet with new rows, a proactive message will automatically be sent to your customers, allowing you to focus on what really matters - getting things done.
If you’d like to learn more about how WhatsApp can help you grow your business, please reach out to us on WhatsApp at +13024070488.
We also offer a free consultation session where we review your use case, answer any questions about WhatsApp, and help you build a strategy to make the best out of the platform. Book a call with us here. We’d love to speak with you: