Step 2: Connect Google Sheets

Pull contact data and update outreach status in Google Sheets.

1. Open Retrieve Contacts and select your Google Sheets file and sheet. Set documentId to [YOUR_ID] and sheetName to [YOUR_ID].
2. Credential Required: Connect your googleSheetsOAuth2Api credentials in Retrieve Contacts.
3. In Update Status Sheet, set operation to update and map Phone Number to {{ $('Retrieve Contacts').item.json['Phone Number'] }}.
4. Credential Required: Connect your googleSheetsOAuth2Api credentials in Update Status Sheet.
5. For failure logging, configure Log WhatsApp Failure and Log Email Failure with operation set to update and map Phone Number to {{$json['Phone Number']}}.
6. Credential Required: Connect your googleSheetsOAuth2Api credentials in Log WhatsApp Failure and Log Email Failure.

Step 3: Configure Batching and Parallel Validation

Split contacts into batches and validate phone/email in parallel before sending.

1. In Batch Divider, set batchSize to 3.
2. Configure Validate Phone Present with a notEmpty condition on {{ $json['Phone Number'] }}.
3. Configure Validate Email Present with a notEmpty condition on {{ $('Batch Divider').item.json.Email }}.
4. Batch Divider outputs to both Validate Phone Present and Validate Email Present in parallel.

Step 4: Set Up WhatsApp Outreach and Status Updates

Send WhatsApp templates only when the message is pending and a phone number exists.

1. In Check WhatsApp Pending, set the condition to {{ $json['Message Sent'] }} equals Pending.
2. Configure Dispatch WhatsApp Template with template set to hello_world|en_US, phoneNumberId to [YOUR_ID], and recipientPhoneNumber to {{ String($json['Phone Number']) }}.
3. Credential Required: Connect your whatsAppApi credentials in Dispatch WhatsApp Template.
4. In Confirm WhatsApp Sent, check if {{ $json.messages[0].message_status }} equals accepted. The true path updates Update Status Sheet, and the false path logs to Log WhatsApp Failure.

Step 5: Set Up Email Creation, Assets, and Delivery

Generate a personalized HTML email, attach assets, and verify successful delivery.

1. In Check Email Pending, set the condition to {{ $json['Mail Sent'] }} equals Pending.
2. Configure Compose InboxPlus Email with templateId set to [YOUR_ID] and recipientEmail to {{ $json.Email }}.
3. Credential Required: Connect your inboxPlusApi credentials in Compose InboxPlus Email.
4. In Assemble HTML Body, set gmailBodyHtml to the provided HTML and keep the personalization token {{ $('Retrieve Contacts').item.json.Name }}.
5. Configure Download Email Image with operation set to download and fileId set to [YOUR_ID].
6. Credential Required: Connect your googleDriveOAuth2Api credentials in Download Email Image.
7. In Send Gmail Notice, set sendTo to {{ $('Retrieve Contacts').item.json.Email }}, subject to {{ $('Compose InboxPlus Email').item.json.subject }}, and message to {{ $json.gmailBodyHtml }}.
8. Credential Required: Connect your gmailOAuth2 credentials in Send Gmail Notice.
9. In Verify Email Delivered, check if {{ $json.labelIds }} contains SENT. The true path updates Update Status Sheet, and the false path logs to Log Email Failure.

Step 6: Test and Activate Your Workflow

Validate the end-to-end flow before enabling production execution.

1. Click Execute Workflow on Manual Start to run a test batch.
2. Confirm that Update Status Sheet updates the contact’s Mail Sent and Message Sent fields to Sent.
3. Verify email delivery by checking the Verify Email Delivered condition and WhatsApp delivery through Confirm WhatsApp Sent.
4. If failures occur, validate that Log WhatsApp Failure and Log Email Failure are updating the sheet.
5. Toggle the workflow to Active once tests pass.