Learn how to use Pabbly Connect to automate WhatsApp reminders from Google Calendar, ensuring timely notifications for your clients. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To automate WhatsApp reminders from Google Calendar, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks per month to explore all features.
Once logged in, navigate to the Pabbly Connect dashboard where you can create workflows. Click on the ‘Create Workflow’ button, and name your workflow, for instance, ‘Send Automated WhatsApp Reminders from Google Calendar’. This sets the stage for your automation process.
2. Setting Up Google Calendar as the Trigger Application
In this step, you will set Google Calendar as the trigger application in Pabbly Connect. Select Google Calendar from the list of applications and choose the trigger event as ‘New Event Created’. This means your workflow will activate whenever a new event is added to your Google Calendar.
- Select Google Calendar as the trigger application.
- Choose the trigger event ‘New Event Created’.
- Connect your Google Calendar account to Pabbly Connect.
After connecting your Google Calendar, select the specific calendar you want to monitor for new events. Ensure that you allow all necessary permissions to enable Pabbly Connect to access your calendar data securely.
3. Integrating Google Contacts to Retrieve Lead Details
Next, you will integrate Google Contacts to fetch the necessary details of your leads. This step is crucial as you need the phone numbers of your clients to send WhatsApp reminders. In Pabbly Connect, select Google Contacts as your action application.
- Choose the action event ‘Search Contact’.
- Connect to your Google Contacts account.
- Map the email address of the lead to search for their contact details.
By mapping the email from the previous step, Pabbly Connect dynamically fetches the lead’s phone number. This ensures you have the right contact information to send timely WhatsApp reminders.
4. Adding Delay and Sending WhatsApp Messages
After retrieving the lead’s details, you will need to add a delay to ensure the WhatsApp message is sent one day before the scheduled event. In Pabbly Connect, select the ‘Add Time Delay’ action and specify the delay duration as one day before the event.
Next, integrate the AI Sensei application to send the WhatsApp message. Choose the action event ‘Send Template Message’ and connect your AI Sensei account. Map the necessary parameters such as mobile number and campaign name to personalize the message.
5. Conclusion
By using Pabbly Connect, you can seamlessly automate WhatsApp reminders from Google Calendar, ensuring timely communication with your clients. This automation not only saves time but also enhances client engagement and reduces no-shows for appointments.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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In summary, integrating Google Calendar, Google Contacts, and AI Sensei through Pabbly Connect allows you to streamline your appointment reminders effectively. Implementing this automated workflow can significantly improve your business operations.