Learn how to automate sending Google Calendar event reminders to Facebook leads on WhatsApp using Pabbly Connect. Step-by-step tutorial included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Introduction to Pabbly Connect for Google Calendar and WhatsApp Integration
Pabbly Connect is an integration platform that allows you to automate workflows between applications. In this tutorial, we will use Pabbly Connect to send Google Calendar event reminders to Facebook leads on WhatsApp.
To achieve this, we will set up a trigger in Google Calendar and actions in Google Sheets and WhatsApp Cloud API. This automation will ensure that whenever a new event is created in Google Calendar, a reminder is sent to the respective Facebook leads via WhatsApp.
2. Setting Up Pabbly Connect and Creating a New Workflow
To begin, log into your Pabbly Connect account. If you are a new user, you can sign up for free to get started. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button.
In the dialog box that appears, name your workflow ‘Send Google Calendar Event Reminders to Facebook Leads on WhatsApp’ and save it in an appropriate folder. This helps in organizing your workflows. The workflow will consist of a trigger from Google Calendar and actions to fetch lead details from Google Sheets and send messages via WhatsApp.
3. Configuring Google Calendar as the Trigger Application
Within your workflow in Pabbly Connect, set Google Calendar as the trigger application. Select the trigger event as ‘New Event’. This means that the workflow will activate whenever a new event is created in your Google Calendar.
To establish the connection, you will need to authorize Pabbly Connect to access your Google Calendar account. Click on ‘Connect’ and sign in with your Google account, allowing necessary permissions. Once connected, choose the specific calendar from which the events will be pulled.
4. Fetching Facebook Leads from Google Sheets
Next, we will set up Google Sheets as the action application to retrieve Facebook lead details. In your Pabbly Connect workflow, select Google Sheets as the action application and choose the action event as ‘Get Row’. This action will allow you to fetch the details of the leads stored in your Google Sheet.
After connecting Google Sheets, select the spreadsheet that contains the Facebook leads. Specify the range of rows to fetch the data. For example, you might set the range as A2 to C, which includes all relevant lead information. Click on ‘Save and Send Test Request’ to ensure that the data is being retrieved correctly.
- Select Google Sheets as the action application.
- Choose ‘Get Row’ as the action event.
- Specify the range A2 to C to fetch lead data.
Once the test request is successful, you will see the lead details captured in the response, ready to be used for sending reminders.
5. Sending WhatsApp Messages Using WhatsApp Cloud API
To send the reminders via WhatsApp, we will use the WhatsApp Cloud API as the final action in your Pabbly Connect workflow. First, establish a connection by clicking on ‘Connect’ and inputting your WhatsApp Cloud API credentials, including the Access Token and Phone Number ID.
After connecting, select the template message you created for sending reminders. This template should include variables for the lead’s name, event name, and timing details. Use the mapping feature in Pabbly Connect to dynamically insert these variables into the message. Click on ‘Save and Send Test Request’ to test sending the message to ensure it is formatted correctly.
Once the message is sent successfully, your automation is complete. Now, whenever a new event is created in Google Calendar, a reminder will automatically be sent to your Facebook leads on WhatsApp 30 minutes prior to the event.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate sending Google Calendar event reminders to Facebook leads via WhatsApp. By following the steps outlined, you can streamline your communication and ensure your leads are well-informed about upcoming events.
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