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Send an Email After Every Calendly Appointment Booking

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating your email notifications, access Pabbly Connect by visiting its official website. Sign up for a free trial if you’re a new user or log in if you already have an account. This platform allows you to integrate various applications seamlessly.

Once logged in, navigate to the workflow page. Here you can create automations that connect applications like Calendly and Gmail. Pabbly Connect facilitates these integrations, making it easy to automate tasks without any coding skills.

2. Setting Up a Trigger in Pabbly Connect

In this step, you will set up a trigger for your workflow using Calendly. Start by selecting Calendly as your trigger application in Pabbly Connect. Choose the event type as “Invite Created” to initiate the workflow whenever a new booking is made.

Select “Calendly” as your trigger application.
Choose the event type as “Invite Created”.
Connect your Calendly account by clicking on “Connect with Calendly”.

After successfully connecting your account, select the organization you want to integrate. Pabbly Connect will now wait for a webhook response from Calendly after a booking is made, setting the stage for the next steps in your automation.

3. Formatting Date and Time with Pabbly Connect

After receiving the booking details, you may want to format the date and time for better clarity. Use the “Date Time Formatter” application within Pabbly Connect. This tool helps convert the UTC time received from Calendly into your local time zone, Asia/Kolkata.

Select “Date Time Formatter” as the action application.
Choose the app event as “Format Date with Time Zone”.
Map the date and time from the Calendly response.

After mapping the date and time, specify the input format and the desired output format. This ensures that the date and time are displayed correctly in your emails. Pabbly Connect streamlines this process, allowing for easy adjustments to time zones and formats.

4. Sending Email Notifications via Gmail

Now that the date and time are formatted, it’s time to send an email notification. Select Gmail as your action application in Pabbly Connect. You will set up the email fields, including the recipient’s address, subject, and body.

Choose “Send Email” as the app event.
Map the recipient’s email address from the Calendly response.
Customize your email subject and body with mapped data.

After configuring these fields, click “Save and Send Test Request” to verify that the email is sent successfully. Pabbly Connect ensures that the email is personalized with the user’s name, appointment date, and time, enhancing the customer experience.

5. Conclusion: Automate Your Email Notifications with Pabbly Connect

By following these steps, you can seamlessly automate your email notifications using Pabbly Connect. This integration not only saves time but also enhances communication with your clients. Now you can focus on more important tasks while Pabbly Connect handles the routine notifications for you.

Start utilizing Pabbly Connect today to streamline your workflow and improve your business efficiency.