I Stopped Updating My Team About Consultation Bookings — Built This Instead

Learn how to automate your consultation bookings using Pabbly Connect and Zoho Bookings. Streamline notifications to your team effortlessly! Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate consultation bookings, the first step is to access Pabbly Connect. Open a new tab and search for pabby.com/connect. This will take you to the Pabbly Connect landing page, where you can sign in or sign up for free.

If you’re new, sign up for free to get 100 tasks every month to explore Pabbly Connect. After logging in, you will be directed to the workflow interface, where you can start creating your automation.

2. Setting Up the Trigger with Zoho Bookings

In this section, we will set up the trigger using Zoho Bookings in Pabbly Connect. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘New Bookings’. Select Zoho Bookings as the trigger application and choose ‘Booking Created’ as the event.

• Select ‘Zoho Bookings’ as your trigger application.
• Choose the event as ‘Booking Created’.
• Click on the connect button to generate a webhook URL.

Copy the provided webhook URL, as it will be used to connect with your Zoho Bookings account. This is crucial for capturing booking details automatically through Pabbly Connect.

3. Configuring Zoho Bookings with Pabbly Connect

Now, log in to your Zoho Bookings account to set up the webhook. Navigate to the workflow section and create a new workflow named ‘New Bookings’. Set the trigger to ‘Booked’ and select the service for which you want to send notifications.

In the workflow settings, paste the webhook URL provided by Pabbly Connect. Ensure you set the request type to POST and include the booking info in the request parameters. This will allow Zoho Bookings to send booking data to Pabbly Connect whenever a new appointment is scheduled.

4. Notifying Your Team via Slack

Once the trigger is set, the next step is to notify your team members about new bookings. In Pabbly Connect, add an action step and select Slack as the action application. Choose ‘Send Channel Message’ as the event.

• Connect to Slack using a bot token for notifications.
• Select the channel where notifications should be sent.
• Map the booking details such as customer name, email, and booking date in the message.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If successful, your team will receive a notification in Slack whenever a new booking is made, showcasing the power of Pabbly Connect in streamlining communication.

5. Testing the Integration

To ensure everything is working correctly, create a test booking in Zoho Bookings. After scheduling a new appointment, check your Slack channel for the notification. The message should include all relevant details about the booking, confirming that Pabbly Connect has successfully captured the information.

By following these steps, you can automate your consultation booking notifications efficiently. This integration not only saves time but also enhances team communication, making it easier to manage appointments.

Conclusion

In summary, using Pabbly Connect to automate your consultation bookings with Zoho Bookings and Slack can significantly improve your workflow. This integration ensures your team is always updated with the latest booking information, enhancing overall efficiency.