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Never Miss a Booking: Send WhatsApp Confirmations Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate WhatsApp notifications for your Calendly bookings, you first need to access Pabbly Connect. Simply open your browser and navigate to pabbly.com/connect. If you are a new user, click on the “Sign up for free” option in the top right corner.

Once you have signed up, you can explore the features of Pabbly Connect. With a free trial, you can send up to 100 WhatsApp messages each month. This allows you to test the integration without any cost before deciding to purchase a subscription plan.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, log in and navigate to the workflow builder. Click on the “Create Workflow” button to begin setting up your automation. This window is crucial as it allows you to define triggers and actions for your workflow.

Click on the “Add Trigger” button.
Select Calendly as your trigger application.
Choose “Invite Created” as the event.

Make sure your Calendly account is logged in to establish a connection. If not, log in and select “Add a New Connection” to link your Calendly account with Pabbly Connect.

3. Testing the Integration with a Booking

To test the integration, you need to create a booking in Calendly. Open your Calendly appointment page and schedule a test appointment. For example, select a date and time, such as June 24th at 4:00 PM, and complete the booking.

Once you have scheduled the appointment, return to your Pabbly Connect workflow. You should see that the response from Calendly has been captured successfully, displaying all the booking details.

4. Sending WhatsApp Notifications via Pabbly Connect

Next, you will set up the action to send WhatsApp notifications. Click on “Add New Action Step” and select Pabbly Chatflow as the application to send automated messages. Choose the “Send Text Message” action.

Select an existing connection or add a new one using your API token.
Enter the recipient’s WhatsApp mobile number.
Format your WhatsApp message, including dynamic details like name, date, and meeting link.

Ensure you format the message correctly for WhatsApp, using stars for bold text where necessary. This will help in making important details stand out in the message.

5. Finalizing Your Pabbly Connect Workflow

To finalize your workflow, you need to format the date and time for clarity. Use the “Date Time Formatter” feature in Pabbly Connect to adjust the format as needed. Select the appropriate time zones to ensure accuracy.

Once everything is set, click on “Save and Send Test Request” to verify that the WhatsApp message sends correctly. Check your WhatsApp to confirm that the automated message has been received successfully.

Conclusion

By following this tutorial, you can effectively automate WhatsApp notifications for your Calendly bookings using Pabbly Connect. This integration streamlines communication and enhances your appointment management process.