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This Workflow Emails Meet Links Automatically

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate meeting link generation, start by accessing Pabbly Connect. This platform allows you to integrate various applications seamlessly. First, go to the Pabbly Connect dashboard and create your free account to get started.

Once logged in, click on the “Create Workflow” button. This initiates the process of setting up your automation. Make sure you have the necessary applications ready, including Calendly, Google Calendar, and Gmail, as they will be integrated through Pabbly Connect.

2. Creating the Workflow in Pabbly Connect

Now, we will create a workflow that triggers when a new meeting is booked in Calendly. In Pabbly Connect, select “Create Using AI” to generate the structure for your workflow. Enter a prompt describing the integration you want, such as “Create a workflow that triggers on new Calendly bookings and sends a Google Meet link via Gmail.”

Select “Invite Created” as the trigger event from Calendly.
Choose “Create Detailed Event” in Google Calendar.
Select “Send Email” in Gmail for sending the meeting details.

After configuring these settings, approve the generated workflow structure and proceed to integrate the required applications with Pabbly Connect.

3. Integrating Calendly with Pabbly Connect

To connect Calendly to Pabbly Connect, click on the connect button. If you have an existing connection, you can select that; otherwise, choose “Add New Connection”. After that, press the “Connect with Calendly” button. Ensure you are logged into your Calendly account for a smooth connection.

Once connected, select your organization and user, then click on “Save and Send Test Request”. This action will wait for a webhook response, so you need to book a test meeting in Calendly to capture the details.

4. Integrating Google Calendar for Meeting Links

Next, we will set up Google Calendar to generate a Google Meet link. In Pabbly Connect, click the connect button for Google Calendar, choose “Add New Connection”, and sign in with your Google account. Once connected, you can set the details for the meeting.

Set the title as “New Consultation with [Customer Name]” using mapping.
Add a description such as “Google Meet conference for [Meeting Name]”.
Select “Yes” for adding conferencing to generate a Google Meet link.

After setting these parameters, click “Save and Send Test Request” to generate the meeting link, which Pabbly Connect will use in the email.

5. Sending the Email via Gmail

Finally, we will set up the Gmail integration to send the meeting details to the client. In Pabbly Connect, click the connect button for Gmail and select “Add New Connection”. Sign in with your Google account to establish the connection.

Fill in the sender name and email address. Use mapping to insert the recipient’s email address and add the subject and body of the email. The email should include the meeting time and Google Meet link generated earlier. After filling in these details, click “Save and Send Test Request” to send the email.

Conclusion

By following this tutorial, you can automate the process of sending Google Meet links using Pabbly Connect. This setup streamlines your scheduling process, ensuring clients receive their meeting details without delay. Automate your workflow today for enhanced productivity!