Automate Meeting Scheduling with Pabbly Connect and Instamojo Payments

Learn how to automate scheduling meetings with customers on Instamojo using Pabbly Connect and Google Meet. Follow this detailed guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your meeting scheduling process, you need to access Pabbly Connect. This platform allows you to integrate multiple applications seamlessly. First, sign up for a free account on the Pabbly Connect landing page, where you can set up your automation tasks without any coding.

Once you log into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You can name your workflow something descriptive, such as ‘Instamojo to Google Meet Automation.’ This initial setup is crucial for linking Instamojo and Google Meet through Pabbly Connect.

2. Setting Up Instamojo as the Trigger Application

In this section, we will set up Instamojo as the trigger application in Pabbly Connect. Select ‘Instamojo’ from the trigger application options and choose the trigger event as ‘New Sale.’ This event will activate the workflow when a payment is received.

• Select Instamojo as the trigger application.
• Choose ‘New Sale’ as the trigger event.
• Copy the provided webhook URL.

Next, you need to go to your Instamojo dashboard and paste the webhook URL in the appropriate field under the advanced options of your product. After saving the changes, Pabbly Connect will be ready to capture payment data from Instamojo.

3. Testing the Payment Integration

After setting up the webhook, it’s essential to test the integration to ensure everything is functioning correctly. You can perform a test sale using the product linked to the webhook. Fill in the customer details and complete the payment.

Once the payment is made, Pabbly Connect will display the payment details in the workflow. This includes the buyer’s name, email, and payment amount. You will also see the payment ID, which is crucial for the next steps in scheduling the meeting.

4. Scheduling Meetings with Google Meet

Now that you have the payment details, it’s time to schedule meetings using Google Meet through Pabbly Connect. You will set up Google Meet as the action application. Select ‘Google Meet’ and choose the action event as ‘Schedule Meeting.’ This step links the payment received to a scheduled meeting.

• Select Google Meet as the action application.
• Choose ‘Schedule Meeting’ as the action event.
• Map the start and end times for the meeting.

Make sure to include the customer’s email and any team members involved in the meeting. This way, once a payment is received via Instamojo, Pabbly Connect automatically schedules a Google Meet meeting.

5. Finalizing and Using the Integration

After setting up the meeting scheduling, you can finalize your workflow in Pabbly Connect. Create multiple routes if you have several team members conducting meetings, assigning them based on the time slots available. This allows for a smooth meeting scheduling process.

Once the workflow is saved, it will run automatically. Every time a payment is received on Instamojo, a meeting will be scheduled in Google Meet without any manual intervention. This automation significantly enhances productivity and ensures timely follow-ups with customers.

Conclusion

In this tutorial, we explored how to automate scheduling meetings with customers on Instamojo using Pabbly Connect and Google Meet. By following these steps, you can streamline your workflow and enhance customer engagement effortlessly.