Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To automate sending WhatsApp confirmation messages, start by accessing Pabbly Connect. Open a new tab and type in the URL: pabbly.com/connect. This will take you to the homepage where you can sign in or sign up.

If you are a new user, click on the “Sign Up Free” button to create an account. Existing users can simply click on “Sign In”. Pabbly Connect offers 100 free tasks every month, allowing you to explore its features without any cost.

2. Setting Up the Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the workflow page. This is the main interface for creating automations. Here, you will set up triggers and actions to automate your WhatsApp messages.

To initiate the workflow, select Calendly as your trigger app. Click on the “Add Trigger” button and choose “Calendly” from the list. Then, select the app event “Invite Created” to trigger the automation whenever a new appointment is booked.

  • Click on the “Connect” button.
  • Choose “Add New Connection” if you haven’t connected Calendly yet.
  • Log into your Calendly account to establish the connection.

Once connected, select your organization and click “Save and Send Test Request”. This will prepare Pabbly Connect to receive data from Calendly.

3. Testing the Connection with Calendly

Now that your connection is set up in Pabbly Connect, it’s time to test it. Go to your Calendly account and create a new booking. Fill in the required details like name, email, and phone number, then schedule the event.

After scheduling, return to Pabbly Connect. You should see a response indicating that the test booking was successful. This response includes all the details you filled in on Calendly.

  • Check that the response contains the correct email and name.
  • Ensure the date is in UTC format.
  • You will format this date later for your WhatsApp message.

Now that you have confirmed the connection is working, proceed to format the date and time for your WhatsApp message.

4. Formatting Date and Time for WhatsApp Messages

In this step, you will use the DateTime Formatter app in Pabbly Connect to convert the UTC date to your local time zone. Click on “Add Action Step” and select DateTime Formatter.

Choose the event “Format Date With Time Zone”. Connect it and map the date from the previous step. This mapping allows the date to be dynamic, changing with each new booking.

  • Select the format you receive the date in (UTC).
  • Choose the desired output format for your WhatsApp message.
  • Set the time zone to Asia/Kolkata.

Click “Save and Send Test Request” to confirm that the date is formatted correctly. You will use this formatted date in your WhatsApp message.

5. Sending WhatsApp Confirmation Messages

Now it’s time to send the confirmation message through WhatsApp using the WhatsApp Cloud API in Pabbly Connect. Click on “Add New Action Step” and search for WhatsApp Cloud API.

Select “Send Text Message” as the action event, then click “Connect”. You will need to enter your WhatsApp Business Account ID, phone number ID, and access token. These details can be found in your WhatsApp Cloud API setup.

  • Map the recipient’s phone number from the Calendly response.
  • Compose your message, including the user’s name and appointment details.
  • Click “Save and Send Test Request” to send the message.

Once you send the test request, check your WhatsApp to see if you received the confirmation message. If everything is set up correctly, you should see the message confirming the appointment details.

Conclusion

Using Pabbly Connect, you can easily automate sending WhatsApp confirmation messages for Calendly bookings. This integration streamlines communication and enhances customer experience by providing instant notifications.