Watch Step By Step Video Tutorial Below





1. Access Pabbly Connect for Integration

To automate WhatsApp messages after each booking in Calendly, start by accessing Pabbly Connect. If you don’t have an account, visit the Pabbly Connect website and create a free account. This allows you to explore its features and receive 100 free tasks every month.

Once you are logged in, navigate to the Pabbly Connect dashboard. From here, you can create new workflows and manage existing ones. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating the Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you will see options to create workflows. Choose the ‘Quick Builder’ option for a faster setup. Enter the prompt: ‘Automatically send WhatsApp messages after every Calendly booking’.

  • Select the trigger application as Calendly.
  • Choose the trigger event as ‘Invite Created’.
  • Select Pabbly Chatflow as the action application.

After selecting the action, approve and create the workflow. This sets up the basic framework for your automation, linking Calendly with WhatsApp through Pabbly Connect.

3. Connecting Calendly and WhatsApp through Pabbly Connect

To establish the connection, click on the Calendly application within your workflow. You will need to add a new connection. If your Calendly account is already logged in, it will connect automatically.

Next, select your organization and user. Choose the response format you prefer (simple, advanced, or raw) and click on ‘Save and Send Test Request’. You will receive a positive response indicating that your connection is successful.

Now, head to your Calendly account to book a test meeting. Once scheduled, return to Pabbly Connect to check if the webhook response has been received. This response will contain all the meeting details you entered, which is essential for the next steps in your automation.

4. Formatting Date and Time for WhatsApp Messages

As the meeting details come in UTC format, you will need to convert this to your local time zone. For this, select the ‘Date and Time Formatter’ application in your workflow.

  • Map the meeting start time from the Calendly response.
  • Select your desired output format and time zone.
  • Click ‘Save and Send Test Request’ to confirm the formatting.

After formatting, the date and time will be ready to be included in the WhatsApp message. This ensures that your clients receive correct meeting details based on their local time.

5. Sending Personalized WhatsApp Messages

Now that you have the formatted date and time, it’s time to send a WhatsApp message through Pabbly Connect. Select the Pabbly Chatflow application again and choose the action event as ‘Send Text Message’.

In the message field, you can personalize the content by mapping details such as the client’s name and meeting time. Ensure that the recipient’s WhatsApp number is also mapped correctly to ensure the message is sent to the right client.

After entering the message and mapping the required fields, click on ‘Save and Send Test Request’. If everything is set up correctly, you will receive a success response, confirming that the message has been sent to the client’s WhatsApp account.

Conclusion

By using Pabbly Connect, you can effectively automate WhatsApp messages after each Calendly booking. This integration streamlines communication and enhances customer experience by providing immediate confirmation of appointments.