With Zapier, you can send automated messages without needing to know how to code.

This guide will show you how to use Zenvia Conversion to pull contact details from a Google Sheets spreadsheet and use them to send an automated WhatsApp message.

Step-by-step

1. Create a Zap in Zapier

   • Go to Zapier.com and click MAKE A ZAP to create an integration between Google Sheets and Zenvia Conversion.

   • Choose the app containing your customer information (e.g., Google Sheets, Excel, or Numbers). For this example, we'll use Google Sheets.

2. Set the Trigger

   • Select the action that will trigger the workflow in Zapier. In this case, the trigger will be adding a new row to the spreadsheet.
     

3. Select the file and spreadsheet

   • Choose the file and specific sheet tab you want to use for this automation.
     

4. Set up Zenvia Conversion in Zapier

   • Click Continue and search for "Zenvia Conversion" in the search bar.

   • Select the latest version of the platform (usually identified by the highest number).

5. Define the action in Zenvia Conversion

   • Choose what Zenvia Conversion should do when a new row is added to the spreadsheet. For this example, the action will be sending a WhatsApp message template.

6. Provide the API key

   • When you click Continue, you will be prompted for the API key.

   • To get the API key:

     • Log in to Zenvia Conversion.

     • Go to the Apps menu, find the Zapier integration, and copy the API key.
       

7. Connect your Zenvia Conversion account

   • Return to Zapier, select your Zenvia Conversion account, and paste the API key when prompted. Click Continue.

8. Customize the message template sending

   • Fill in the following fields:

     • Prospect: select the field containing the contact ID.

     • Channel: define the sending channel (e.g., WhatsApp or Facebook account).

     • Template: choose the message template you've already set up in Zenvia Conversion.

     • Template Variables (if applicable): input values to replace the template variables.

9. Test the integration

   • Click Continue and test the workflow to ensure everything is working correctly.

Done! You've now set up an automated integration to send transactional messages via Zapier using Zenvia Conversion.