Automate WhatsApp Appointment Confirmations with Pabbly Connect

Learn how to automate WhatsApp appointment confirmations using Pabbly Connect and Calendly in this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for WhatsApp Confirmation

Pabbly Connect is the ideal platform to automate WhatsApp appointment confirmations seamlessly. By integrating Calendly with WhatsApp through Pabbly Connect, you can eliminate manual messaging and streamline your appointment process. using Pabbly Connect

As a business coach, managing appointments efficiently is crucial. With Pabbly Connect, you can ensure that every client receives an automated confirmation message on WhatsApp immediately after booking an appointment through Calendly.

2. Setting Up Pabbly Connect for Integration

To begin, access Pabbly Connect by visiting the official website and signing in or creating a new account. Once logged in, navigate to the dashboard where you can create a new workflow. using Pabbly Connect

• Click on the ‘Create Workflow’ button.
• Choose the old classic method for workflow creation.
• Name your workflow, e.g., ‘Send WhatsApp Appointment Confirmations Automatically’.

After naming your workflow, click on the ‘Create’ button to proceed. This will set up the initial framework for your automation.

3. Creating the Trigger in Pabbly Connect

In this step, you will set up the trigger that initiates the automation. Select Calendly as your trigger application, specifying the event type as ‘Invite Created’. using Pabbly Connect

Click on the ‘Connect’ button to establish a connection with Calendly. You will be prompted to select your organization and user associated with the Calendly account. After this, click on ‘Save and Send Test Request’ to confirm the connection.

4. Filtering Appointment Confirmations with Pabbly Connect

After successfully creating the trigger, the next step involves adding a filter to ensure only specific appointments trigger the WhatsApp confirmation. Use the ‘Filter by Pabbly’ feature to set conditions based on the event name. using Pabbly Connect

• Select the event name field and set it to equal ‘Business Strategy Consultation’.
• Click on ‘Send Test Request’ to validate the filter.

This filter ensures that only appointments matching the specified criteria will proceed to the next action of sending a WhatsApp message.

5. Sending WhatsApp Confirmations Using Pabbly Connect

Now that the filter is set, add an action step to send a WhatsApp message through the WhatsApp Cloud API. Select ‘Send Template Message’ as the action event. using Pabbly Connect

Fill in the required fields, including the phone number of the client and the template ID for the confirmation message. Make sure to map the client’s name and appointment details into the message template for personalization.

Conclusion

In this tutorial, we explored how to automate WhatsApp appointment confirmations using Pabbly Connect and Calendly. This integration streamlines communication and enhances client engagement effectively.

By following the steps outlined, you can ensure that every appointment booking is confirmed automatically via WhatsApp, saving you time and effort in your business operations.