Integrate Zoom and WhatsApp for Online Appointments Using Pabbly Connect

Learn how to automate online appointment scheduling by integrating Zoom and WhatsApp with Pabbly Connect. Streamline your practice today! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Appointment Automation

To start integrating Zoom and WhatsApp for taking online appointments, you need to access Pabbly Connect. First, navigate to Pabbly’s website and sign in to your account. If you don’t have an account, you can sign up for free.

Once logged in, go to the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button located at the top right corner. Here, you will name your workflow, such as ‘Book Like A Boss to WhatsApp’. This sets the stage for automating appointment notifications.

2. Setting Up Trigger Event with Book Like A Boss

The next step involves setting up the trigger event in Pabbly Connect. Select ‘Book Like A Boss’ as your trigger application. The trigger event you want to select is ‘New Booking Created’. This means every time a new appointment is made, the workflow will activate.

• Choose ‘Book Like A Boss’ from the application list.
• Select the trigger event ‘New Booking Created’.
• Click on ‘Create’ to finalize the trigger setup.

After creating the trigger, Pabbly Connect will provide a webhook URL. Copy this URL and navigate to the Book Like A Boss app. In the app, go to the integrations section and paste the webhook URL to connect it with Pabbly Connect.

3. Capturing Data from New Booking in Pabbly Connect

Now that the trigger is set, it’s time to capture the booking data. You can test the integration by making a dummy booking through your booking app. Fill in the details like name, email, and phone number, then click on ‘Book’.

Once the booking is made, return to Pabbly Connect. You should see a notification indicating that the data has been captured successfully. The details will include customer name, email, and phone number, confirming that the integration is working correctly.

4. Creating a Zoom Meeting Link Automatically

The next step is to create a Zoom meeting link automatically using Pabbly Connect. Select Zoom as the action application and choose the action event ‘Create Meeting’. This action will generate a meeting link based on the booking details.

• Map the appointment details to the Zoom meeting fields.
• Set the topic based on the reason for the appointment.
• Specify the start time and duration for the meeting.

After mapping the necessary fields, click on ‘Save and Send Test Request’. You will receive a response containing the Zoom meeting link, which will be used in the next step to notify the patient.

5. Sending Appointment Details via WhatsApp

Finally, to send the appointment details along with the Zoom link, select WhatsApp as the action application in Pabbly Connect. Choose the action event ‘Send Template Message’. This will allow you to send a formatted message to the patient via WhatsApp.

Map the required fields such as customer name, appointment reason, date, and time, along with the Zoom link. Click on ‘Save and Send Test Request’ to send the WhatsApp message. The patient will receive a message confirming their appointment details, including the meeting link.

Conclusion

By using Pabbly Connect, you can streamline the process of taking online appointments and notifying patients via WhatsApp. This integration between Zoom, WhatsApp, and your booking system enhances efficiency, allowing you to focus more on patient care and less on administrative tasks.