How to Send WhatsApp Confirmation Messages Automatically for Calendly Bookings Using Pabbly Connect

Learn how to automate WhatsApp confirmation messages for Calendly bookings using Pabbly Connect with this step-by-step guide. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Automation

To automate WhatsApp confirmation messages for Calendly bookings, start by accessing Pabbly Connect. Visit the Pabbly website by typing pabby.com in your browser. Once on the landing page, you can sign in if you already have an account or sign up for free to start using Pabbly Connect.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that integrate different applications. For this automation, you will be connecting Calendly with WhatsApp Cloud API using Pabbly Connect. This integration allows you to send confirmation messages automatically whenever a new booking is made in Calendly.

2. Creating a New Workflow in Pabbly Connect

Next, create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and select the modern workflow builder. Name your workflow ‘Send WhatsApp Confirmation Message Automatically for Calendly Bookings’ and choose a folder to save it in.

Now, you will need to set up the trigger application. The trigger will start the workflow whenever a new invite is created in Calendly. Follow these steps to complete this setup:

• Select Calendly as the trigger application.
• Choose ‘Invite Created’ as the trigger event.
• Connect your Calendly account by clicking on ‘Connect’.

After connecting, click ‘Save and Send Test Request’ to verify that the trigger is set up correctly. This is how Pabbly Connect facilitates the initial connection with Calendly.

3. Testing the Connection with a Calendly Booking

To ensure that the trigger works, you need to create a test booking in Calendly. Open your Calendly account and copy your booking link. Paste it into a new tab to schedule a test appointment.

Fill out the booking form with dummy details like first name, last name, email, and phone number. After scheduling the event, return to Pabbly Connect to see if the response has been captured. You should see the details of the booking appear in your workflow.

This confirms that Pabbly Connect successfully captured the new booking information from Calendly, including the email address, name, and phone number. This data will be used in the WhatsApp confirmation message.

4. Setting Up WhatsApp Cloud API in Pabbly Connect

Now it’s time to set up the action application, which will be WhatsApp Cloud API. Click on ‘Add New Action Step’ and search for WhatsApp Cloud API. Choose ‘Template Message’ as the action event and connect your WhatsApp account.

To connect, you will need to enter your WhatsApp API credentials, including the token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp API setup dashboard. After entering the credentials, click ‘Save’ to establish the connection.

Once connected, you will map the data received from Calendly to the WhatsApp message. This is where Pabbly Connect allows you to customize your message using variables from the Calendly response, ensuring that each message is personalized for each booking.

5. Sending the WhatsApp Confirmation Message

After mapping the necessary fields, you can finalize the WhatsApp message template. Enter the message body using the mapped variables for the name, date, time, and any other relevant information. This ensures that your message is dynamic and personalized for each booking.

Once everything is set, click ‘Save and Send Test Request’ to send a test message via WhatsApp. Check your WhatsApp to verify that the confirmation message has been received correctly.

This final step demonstrates how Pabbly Connect effectively automates the entire process, allowing you to send WhatsApp confirmation messages automatically for all future Calendly bookings without manual intervention.

Conclusion

In this tutorial, we explored how to automate WhatsApp confirmation messages for Calendly bookings using Pabbly Connect. By following the steps outlined, you can create a seamless workflow that saves time and enhances communication with your clients. Automate your booking confirmations today with Pabbly Connect and streamline your business operations.