Automate WhatsApp Confirmation & Reminder Messages for Calendly Invitees Using Pabbly Connect

Learn how to send automated WhatsApp confirmation and reminder messages to Calendly invitees using Pabbly Connect in this step-by-step guide. 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. Accessing Pabbly Connect for Automation

To automate WhatsApp confirmation and reminder messages for Calendly invitees, start by accessing Pabbly Connect. This tool allows seamless integration without any coding skills required.

First, visit the Pabbly Connect website. If you are a new user, sign up for free to access 100 tasks every month. Existing users should log in to their accounts.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. You will be prompted to name your workflow.

For this automation, name your workflow ‘Automated WhatsApp Confirmation and Reminder Messages to Calendly Invitees’. Then, select a folder where you want to save this workflow.

• Click on the ‘Create’ button to initialize the workflow.
• You will see two sections: Trigger and Action.
• Select Calendly as your trigger application.

Once you have selected Calendly, the next step is to choose the trigger event as ‘Invite Created’. This ensures that every time a new invite is created, the automation will trigger.

3. Connecting Calendly to Pabbly Connect

In this step, you will connect Calendly to Pabbly Connect. Click on the ‘Connect’ button and a new window will pop up.

Click on ‘Add New Connection’ and authorize your Calendly account. You will need to select your organization and user from the dropdown menus provided. After selecting, click on ‘Save and Send Test Request’ to confirm the connection.

• Ensure that you see a message indicating a successful connection.
• Create a dummy invite in Calendly to test the trigger.

Once the dummy invite is created, return to Pabbly Connect to verify that the response has been captured successfully. This confirms that your trigger setup is complete.

4. Setting Up WhatsApp for Sending Messages

After confirming the trigger, the next step is to set up WhatsApp for sending messages using Pabbly Connect. Select WhatsApp Cloud API as your action application.

Choose the action event as ‘Send Template Message’. Before proceeding, ensure you have created a message template in your WhatsApp Cloud API account.

Connect WhatsApp Cloud API to Pabbly Connect by entering the required credentials. Map the recipient’s mobile number and the variables in your message template.

Once all the details are filled, click on ‘Save and Send Test Request’ to send a confirmation message to the invitee. This step verifies that the WhatsApp integration is working correctly.

5. Automating Reminder Messages with Pabbly Connect

To complete the automation, you need to set up reminder messages using Pabbly Connect. Add another action step in your workflow and select WhatsApp Cloud API again.

Choose the action event as ‘Send Template Message’ for reminders. Ensure you have a separate template for reminders that includes relevant details about the session.

Map the necessary variables such as appointment date and time. Set a delay for the reminder to be sent one hour before the appointment.

After setting up the delay and mapping the reminder details, click on ‘Save and Send Test Request’. This ensures that your clients receive timely reminders before their appointments.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate WhatsApp confirmation and reminder messages for Calendly invitees. By following these steps, you can enhance client engagement and streamline appointment management.