Send WhatsApp onboarding message to new Google Sheets contacts

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Get this template

Apps used in template

Google Sheets

WhatsScale - Whatsapp Automation

About

Automatically welcome new customers via WhatsApp when they're added to your Google Sheets.

HOW IT WORKS:

Triggers when a new row is added to your sheet
Checks WhatsScale CRM to see if contact already exists
If new contact → Creates in CRM + Sends welcome message
If existing contact → Skips (no duplicate messages)

BENEFITS:

No duplicate welcome messages
Contacts automatically added to WhatsScale CRM
98% open rate vs 20% for email

SHEET SETUP:

Column A: Name
Column B: Phone (with country code, e.g., +31612345678)

CUSTOMIZE:

Edit the welcome message to match your brand
Add tags to new contacts for segmentation

Built by WhatsScale. Questions? [email protected]

Trusted by thousands of fast-scaling organizations around the globe

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Conditional Format Rule

Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.

Action

Add a Row

Appends a new row to the bottom of the table.

Action

Add a Sheet

Adds a new sheet.

Action

Add a Tag to a CRM Contact

Adds a tag to an existing contact in your WhatsScale CRM

Action

Bulk Add Rows (Advanced)

Appends multiple rows to the bottom of the table.

Action

Bulk Update Rows (Advanced)

Updates multiple rows.

Action

Check a WhatsApp Number

Check if a phone number has a WhatsApp account

Action

Clear Values from a Range

Clears a specified range of values from a spreadsheet.

Action

Clear a Cell

Clears a specific cell.

Action

FAQ

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