Excel to WhatsApp automation

Send Whatsapp Custom Message Using MS Excel | Excel to Whatsapp Step-by-Step Guide

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The Secret Behind WhatsApp Automation

WhatsApp has a built-in link format that instantly opens a chat with any phone number:

इस पूरे process का secrete ये है की whatsApp में के special लिंक फॉर्मैट होता है जो किसी भी फोन नंबर के साथ chat को automatic रूप देता है

https://wa.me/whatsappphonenumber?text=urlencodedtext

It consists of three simple parts: यह 3 भागों में divide होता है:

wa.me – WhatsApp’s official API link.
Phone number – With country code, no “+” sign, spaces, or dashes.
Message text – Your message.

https//:wa.me – whatsapp का api लिंक ये official link होता है। फिर country कोड के साथ फोन नंबर (no + sign) और फिर आपका message और हम इसको इक्सेल में automate रूप से बना सकते हैं

For Example:

https://wa.me/911234567890?text=Hello how are you?

When you paste this link in a browser, it opens the WhatsApp desktop app with the message ready to send. जब आप इस लिंक को ब्राउज़र में पेस्ट करते हैं, तो यह व्हाट्सएप डेस्कटॉप ऐप को खोलता है और संदेश भेजने के लिए तैयार होता है।

Step 1: Download WhatsApp Desktop

Install the WhatsApp desktop app and link it to your account, to make automation work seamlessly

This ensures every generated link opens directly in the desktop app with the message pre-filled. इससे यह सुनिश्चित होता है कि प्रत्येक उत्पन्न लिंक पहले से भरे संदेश के साथ सीधे डेस्कटॉप ऐप में खुले।

Step 2: Create WhatsApp Links in Excel

Let’s start with a simple manual link using the HYPERLINK function in Excel.

=HYPERLINK("https://wa.me/919876543210?text=Hello, how are you?")


Clicking this opens WhatsApp with the exact message ready to send.

Step 3: Create with Customer Data and automation

Typing individual links is impractical for dozens (or hundreds) of contacts. Instead, let Excel pull details from your dataset automatically: दर्जनों (या सैकड़ों) संपर्कों के लिए अलग-अलग लिंक टाइप करना अव्यावहारिक है। इसके बजाय, Excel को अपने डेटासेट से स्वचालित रूप से विवरण निकालने दें:

=HYPERLINK(

"https://wa.me/"&C2&",

?text=Hello "&B2&", your balance of "&TEXT(D2,"$#,##0.00")&"

is due on "&TEXT(E2,"dd-mmm-yyyy")&". Please contact us to arrange payment.")

Some instructions for this formula:

B2 = Customer Name
C2 = Phone Number
D2 = Due Amount
E2 = Due Date

Note: The TEXT function ensures the amount has consistent formatting (e.g., $1,500.00) and the date appears in a clear format (e.g., 15-Nov-2025).

Copy the formula from above which will automatically create a link for each customer in Excel. ऊपर से फार्मूला कॉपी करें जो एक्सेल में प्रत्येक कस्टमर के लिए आटोमेटिक लिंक क्रिएट कर देगा

Step 4: Add Advanced Message Templates

Different situations may require different messages, e.g. अलग अलग स्तिथि के लिए अलग अलग मैसेज के जरुरत हो सकती है जैसे

=HYPERLINK("https://wa.me/"&C2&"?text="&

SWITCH(F2,

"Payment Reminder","Hello "&B2&" your balance of "&TEXT(D3,"$#,##0.00")&" is due on "&TEXT(E3,"dd-mmm-yyyy")&". Please contact us to arrange payment.",

"Appointment Reminder","Hi "&B2&", reminder: your "&G2&" appointment is scheduled for "&TEXT(H2,"dd-mmm-yyyy")&".",

"Promotional Offer","Hey "&B2&" we have an exclusive offer for you. "&I2&". limited time only",

"Invitation","Hey "&B2&" we have invited to our saminar on "&I2&".",

"Thank You Message","Hey "&B2&" thank you for your business."))

F2 = Message type (chosen a dropdown list)

G2, H2, I2 = Additional details (appointment, promo text, date)

With this setup, you can change the message type in one cell, and Excel generates a tailored WhatsApp link instantly.