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🔥 New Calendly Booking? Send a WhatsApp Payment Link Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your payment link process, access Pabbly Connect by visiting pabbly.com/connect. This platform allows you to integrate various applications seamlessly.

Once on the Pabbly Connect homepage, you have options to sign in or sign up for a free trial. New users should sign up, while existing users can log in to access their workflows.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to your workflow page to create a new automation. Here, you will set up the trigger application.

Select Calendly as the trigger application.
Choose the event “Invitee Created” to initiate the workflow.
Connect your Calendly account by clicking the “Connect with Calendly” button.

Once connected, you’ll receive a confirmation that the connection has been established. This allows Pabbly Connect to capture booking details directly from your Calendly account.

3. Scheduling an Event in Calendly

To test the automation, schedule an event in your Calendly account. Choose a date and time for the meeting, and fill in the user details such as name, email, and phone number.

After scheduling, Pabbly Connect will capture this data. You can check the response in Pabbly Connect to ensure that all details, including the user’s name and contact information, are correctly captured.

4. Sending WhatsApp Messages via Pabbly Chat Flow

Next, use Pabbly Connect to send a WhatsApp message regarding the payment link. Select Pabbly Chat Flow as the action application.

Choose “Send Text Message” as the action event.
Connect your Pabbly Chat Flow account by entering the API token.
Map the WhatsApp recipient’s number from the Calendly response.

Once the message is configured, send a test request to ensure the message is delivered successfully. You will receive a confirmation response indicating the message was sent.

5. Conclusion: Automate Your Payment Links with Pabbly Connect

By using Pabbly Connect, you can easily automate the process of sending payment links to your customers after they book events through Calendly. This integration enhances efficiency and improves customer communication.

Now that you know how to set up this automation, you can streamline your booking process and ensure timely payment requests. Start using Pabbly Connect today to simplify your workflows!