Learn how to send confirmation messages to patients on WhatsApp when they register at your lab center using Pabbly Connect. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To send confirmation messages to your patients on WhatsApp, you first need to access Pabbly Connect. This powerful integration platform allows you to automate workflows between different applications seamlessly.
Start by signing up for a Pabbly account if you haven’t already. Once logged in, navigate to the dashboard where you can create a new workflow. This is where the magic happens, enabling you to connect Facebook, YouTube, Calendly, and WhatsApp Web.
2. Creating Your Workflow in Pabbly Connect
Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. This will allow you to set up the integration for sending confirmation messages. Name your workflow appropriately, such as ‘Send WhatsApp Confirmation’. using Pabbly Connect
- Select the trigger application (Calendly) to initiate the workflow.
- Set the trigger event to ‘New Appointment Scheduled’.
- Connect your Calendly account to Pabbly Connect.
After setting the trigger, you will need to test the connection to ensure that Pabbly Connect can fetch data from Calendly. This step is crucial for the workflow to function correctly.
3. Configuring WhatsApp Integration with Pabbly Connect
Next, you will configure the WhatsApp integration. Select WhatsApp as your action application within Pabbly Connect. This is where you will define how the confirmation messages are sent to your patients.
- Choose the action event as ‘Send Message’.
- Connect your WhatsApp account using the API key provided by your WhatsApp service.
- Map the necessary fields such as patient name and appointment details from the Calendly data.
This configuration ensures that every time a new appointment is scheduled, a confirmation message will automatically be sent to the patient’s WhatsApp number using Pabbly Connect.
4. Testing Your Integration
After setting up the WhatsApp action, it’s time to test your integration. In Pabbly Connect, you can easily test the workflow by simulating a new appointment in Calendly.
Check if the confirmation message is sent to the specified WhatsApp number. If everything is set up correctly, you should see the message delivered in real-time. This step is essential to ensure that your workflow is functioning as intended.
5. Finalizing Your Setup
Once you have tested the integration successfully, you can finalize your setup. Make sure to save your workflow in Pabbly Connect to ensure that it runs automatically whenever a new appointment is scheduled.
Additionally, you can customize the message template that will be sent via WhatsApp to make it more personal and informative for your patients. This enhances customer experience and strengthens your relationship with them.
Conclusion
In conclusion, using Pabbly Connect to send confirmation messages to patients via WhatsApp is a straightforward process that enhances communication and customer relations. By integrating applications like Calendly and WhatsApp, you can automate your workflows efficiently.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Follow the steps outlined in this tutorial to set up your integration and improve your lab center’s appointment confirmation process.