Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating your booking management, access Pabbly Connect by visiting pabby.com/connect. This platform enables seamless integration between various applications, including Zoho Bookings and Google Chat.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on “Sign up for free” to create an account. Existing users can simply log in. Upon signing up, you will receive 100 free tasks monthly to explore Pabbly Connect’s features.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on “Create Workflow” and choose to create from scratch or use the AI workflow builder. For this tutorial, we will create from scratch.

  • Click on “Create from Scratch”.
  • Enter a name for your workflow, such as “Zoho to Google Chat Integration”.
  • Select Zoho Bookings as the trigger app.

After setting up the workflow name and selecting the trigger, you will be prompted to choose the specific trigger event. Choose “Booking Created” to initiate the workflow when a new booking is made.

3. Setting Up Zoho Bookings in Pabbly Connect

With your workflow created, the next step involves connecting your Zoho Bookings account to Pabbly Connect. You will receive a webhook URL that acts as a bridge between Zoho Bookings and Pabbly Connect.

To set this up, go to your Zoho Bookings account and navigate to the integrations section. Here, you will paste the webhook URL provided by Pabbly Connect. Ensure the trigger event is set to “Booking Created” to capture new bookings accurately.

  • Navigate to the “Integrations” section in Zoho Bookings.
  • Paste the webhook URL from Pabbly Connect.
  • Set the trigger to “Booking Created”.

Once you have completed these steps, your Zoho Bookings will successfully communicate with Pabbly Connect, enabling automated notifications.

4. Integrating Google Chat with Pabbly Connect

Now that Zoho Bookings is connected to Pabbly Connect, the next step is to set up the Google Chat integration. This will allow notifications about new bookings to be sent directly to your Google Chat space.

To do this, select Google Chat as the action app in your workflow. You will need to create a custom card message that includes the details of the booking. This involves mapping fields such as client name, email, and appointment details from the previous response.

  • Choose “Google Chat” as the action app.
  • Select “Create Custom Card Message” as the action event.
  • Map the required fields from the booking response.

After mapping the fields, you will click “Save and Send Test Request” to ensure that your Google Chat receives the booking notifications correctly.

5. Testing the Integration

With both Zoho Bookings and Google Chat set up in Pabbly Connect, it’s time to test the integration. Perform a dummy booking on your Zoho bookings page to see if the notification is sent to Google Chat.

After completing the dummy booking, check your Google Chat space for the custom card message. It should display the booking details such as client name, email, and service type. If everything is set correctly, this indicates that the integration is successful.

Here’s how to perform the test:

  • Make a test booking on your Zoho bookings page.
  • Check your Google Chat for the notification.
  • Verify that all details are correct.

If you see the notification with the correct details, your integration is fully operational, and you can now automate your booking notifications successfully.

Conclusion

This tutorial demonstrated how to automate booking notifications from Zoho Bookings to Google Chat using Pabbly Connect. By following these steps, you can streamline your booking management process and ensure your team is always informed of new appointments.