How to Send WhatsApp Messages to Calendly Invitees via Pabbly Connect and MSG247

Learn how to send WhatsApp messages to Calendly invitees using Pabbly Connect and MSG247 in this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Messaging

To send WhatsApp messages to Calendly invitees, you first need to set up Pabbly Connect. This integration allows you to automate the process of sending messages when new appointments are booked in Calendly. Start by signing up for a free account on Pabbly Connect, which takes just a few minutes.

Once you’ve logged into your Pabbly Connect dashboard, create a new workflow by clicking on ‘Create Workflow’. Name your workflow, for example, ‘Calendly to MSG247’, and select the appropriate folder for your workflow. Click on ‘Create’ to proceed.

2. Connecting Calendly to Pabbly Connect

The next step involves connecting your Calendly account to Pabbly Connect. In the trigger window, search for ‘Calendly’ in the app selection. Choose the trigger event as ‘New Invite Created’. Depending on whether you have a user-based or organization account, select the appropriate option.

• Select ‘New Invite Created’ as the trigger event.
• Click on ‘Connect’ and choose ‘Add New Connection’.
• Log into your Calendly account through the prompt.
• Click on ‘Save and Send Test Request’ to capture invite details.

After saving, Pabbly Connect will wait for a new invite to be created in your Calendly account. You can create a test invite to see if the connection works correctly.

3. Formatting Date and Time for WhatsApp Messages

Once your Calendly account is connected, the next step is to format the date and time using Pabbly Connect. Since the data received may be in UTC, we need to convert it to the local time zone. In the action window, search for ‘Date Time Formatter’ and select the action event ‘Format Date with Time Zone’.

• Map the response for the start date from Calendly.
• Select the current format of the date and the desired output format.
• Specify the time zones for conversion.

After setting up the formatter, click on ‘Save and Send Test Request’. This will ensure that the date and time are correctly formatted for WhatsApp messages.

4. Sending WhatsApp Messages Using MSG247

Now that the date and time are formatted, you can send a WhatsApp message using MSG247 through Pabbly Connect. Add a new action step and search for ‘MSG247’. Choose the action event as ‘Send Template Message’ and click on ‘Connect’ to set up your MSG247 account.

Enter your MSG247 API key to establish the connection. Create a WhatsApp template message in your MSG247 account. Map the required parameters such as user name, event name, and appointment time.

After configuring the message parameters, click on ‘Save and Send Test Request’ to send a test WhatsApp message to the invitee’s number.

5. Testing and Optimizing Your Integration

Finally, it’s crucial to test your integration to ensure everything works smoothly. Make another dummy booking in Calendly to trigger the workflow in Pabbly Connect. Check if the WhatsApp message is sent correctly with all the appointment details.

If the message is received correctly, your integration is successful! You can further optimize by adjusting templates or adding more dynamic fields as needed. Remember, you can clone this workflow for future use or adapt it for other applications.

Conclusion

In this tutorial, we explored how to send WhatsApp messages to Calendly invitees using Pabbly Connect and MSG247. By following these steps, you can automate appointment confirmations effectively and improve communication with your clients.