Automate Appointment Reminders on WhatsApp with Pabbly Connect

Learn how to automate appointment reminders on WhatsApp using Pabbly Connect and Google Sheets. Follow this step-by-step guide to streamline your reminders. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To start sending automated appointment reminders on WhatsApp, you must first set up Pabbly Connect. This integration platform allows seamless communication between Google Sheets and WhatsApp through the Interakt application. Begin by creating a free account on Pabbly Connect if you haven’t already.

Once logged in, access the dashboard and click on the ‘Create Workflow’ button. Name your workflow, such as ‘Send Appointment Reminders on WhatsApp.’ This will help you identify the automation later. After naming, click on the ‘Create’ button to proceed.

2. Connecting Google Sheets with Pabbly Connect

In this step, you will connect Google Sheets to Pabbly Connect. Select the trigger event as ‘New or Updated Spreadsheet Row.’ This option allows Pabbly Connect to track any new appointments added to your Google Sheets.

• Choose the Google Sheets application as the trigger.
• Select the ‘New or Updated Spreadsheet Row’ event.
• Copy the webhook URL provided by Pabbly Connect.

Next, open your Google Sheets, and go to Extensions > Pabbly Connect Webhooks. If you haven’t installed the add-on yet, search for it in the ‘Get Add-ons’ section and install it. After installation, paste the copied webhook URL into the add-on, specifying the trigger column where the appointment details will be filled.

3. Scheduling Appointment Reminders

Now that Google Sheets is connected to Pabbly Connect, you can set up the scheduling of appointment reminders. Whenever a new appointment is added, Pabbly Connect will capture the data and trigger the reminder process.

To schedule reminders, use the ‘Add or Subtract Time’ feature in Pabbly Connect. This allows you to set reminders one day before the actual appointment. Map the date and time from the Google Sheets data, and specify the expression as ‘-1 day’ to ensure reminders are sent a day early.

• Select the date and time format you wish to use.
• Map the appointment date and time from Google Sheets.
• Set the expression to subtract one day from the appointment date.

This setup will allow Pabbly Connect to automatically determine when to send the WhatsApp reminder based on the appointment date provided in Google Sheets.

4. Sending WhatsApp Reminders Using Interakt

After scheduling the reminders, the next step is to send the WhatsApp messages using the Interakt application through Pabbly Connect. For this, you will need to connect Interakt with Pabbly Connect.

Choose the action event as ‘Send WhatsApp Template Message’ in Pabbly Connect. To do this, you must enter your Interakt secret key, which is available in your Interakt account. Map the WhatsApp number and template message content, ensuring that you have created and approved the message template in Interakt beforehand.

Enter your Interakt secret key for authentication. Map the WhatsApp number and template message. Ensure the template is approved in Interakt.

Once everything is set up, the automation will send WhatsApp reminders automatically based on the appointments listed in your Google Sheets.

5. Conclusion

In this tutorial, we explored how to automate appointment reminders on WhatsApp using Pabbly Connect and Google Sheets. By following these steps, you can streamline your appointment reminders and enhance communication with your clients. Automating this process not only saves time but also ensures that your clients receive timely reminders.

Utilizing Pabbly Connect allows for seamless integration between Google Sheets and WhatsApp, making the reminder process efficient and reliable. Start using this automation today and simplify your appointment management!