Automated WhatsApp Confirmation and Reminder Messages with Pabbly Connect

Learn how to automate WhatsApp confirmation and reminder messages using Pabbly Connect with Calendly. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp confirmation and reminder messages, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and logging into your account. If you are a new user, you can sign up for free and receive 100 free tasks each month.

Once logged in, you will see the Pabbly apps dashboard. Click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. A dialog box will appear asking you to name your workflow. For this tutorial, name it ‘Automated WhatsApp Confirmation and Reminder Messages to Calendly Invitees’.

• Select a folder to save your workflow.
• Click on ‘Create’ to finalize your workflow.

Once your workflow is created, you will see two main sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens in response. In this case, the trigger will be when a new invite is created in Calendly.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger for your workflow in Pabbly Connect, click on the trigger application dropdown and select ‘Calendly’. For the trigger event, choose ‘Invite Created’. This means that whenever a new invite is created, the automation will be triggered.

Next, click on the ‘Connect’ button to link your Calendly account with Pabbly Connect. A new window will open where you can add a new connection. After authorizing, select the organization and user associated with your Calendly account. Finally, click on ‘Save and Send Test Request’ to confirm the connection.

4. Sending WhatsApp Messages Using Pabbly Connect

Once the trigger is set up, it’s time to add an action step to send WhatsApp messages. Select ‘WhatsApp Cloud API’ as the action application. For the action event, choose ‘Send Template Message’. This allows you to send messages to your invitees automatically. using Pabbly Connect

• Map the recipient’s mobile number from the previous step.
• Select the template you created for confirmation messages.

Fill in the required fields with the invitee’s details such as name, appointment date, and time. This ensures that each message is personalized and relevant to the invitee.

5. Adding Reminder Messages in Pabbly Connect

After sending the confirmation message, you can set up reminders for your invitees. To do this, add another action step in your workflow. Again, select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ for the action event.

Map the recipient’s mobile number and fill in the details for the reminder message. Ensure that the timing for the reminder is set to one hour before the scheduled appointment. This way, your clients will receive timely notifications about their upcoming sessions.

Finally, click on ‘Save’ to finalize your workflow. Now, every time a new invite is created in Calendly, the invitee will receive both a confirmation message and a reminder message automatically through WhatsApp, thanks to Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate WhatsApp confirmation and reminder messages using Pabbly Connect with Calendly. This integration not only saves time but also enhances client engagement by ensuring timely communication. By following these steps, you can streamline your appointment management process effectively.