Learn how to use Pabbly Connect to automate WhatsApp messages to Calendly invitees through MSG247 with this detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for WhatsApp Messages

To send WhatsApp messages to Calendly invitees, we first need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect, which allows you to create automated workflows. Once logged in, navigate to the Pabbly Connect dashboard.

Click on ‘Create Workflow’ and name your workflow, for instance, ‘Calendly to MSG247’. Choose the folder where you want to save this workflow and click on ‘Create’. This action establishes the foundation for automating your WhatsApp messages to invitees who book appointments through Calendly.

2. Setting Up Calendly as the Trigger in Pabbly Connect

In this step, we will connect our Calendly account to Pabbly Connect. In the trigger window, search for ‘Calendly’ and select it. Choose the ‘New Invite Created’ event as the trigger. Depending on your account type, select either ‘Invite Created User’ or ‘Invite Created Organization’.

  • Connect your Calendly account by clicking the ‘Connect with Calendly’ button.
  • Authorize Pabbly Connect to access your Calendly account.
  • Once connected, click ‘Save and Send Test Request’ to wait for a new invite response.

After saving, create a test invite in Calendly to trigger the workflow. This will allow Pabbly Connect to capture the invite details, which will be used in the next steps to send WhatsApp messages through MSG247.

3. Formatting Date and Time for WhatsApp Messages

Once we have the invite details in Pabbly Connect, the next step is to format the date and time correctly. Since the invite details are received in UTC, we need to convert them to the Asia/Kolkata timezone. To do this, add a new action step and select ‘Date Time Formatter’ from the app options.

In the action event, choose ‘Format Date with Time Zone’ and map the start time from the Calendly invite response. Set the original time zone to UTC and the target time zone to Asia/Kolkata. This ensures that the appointment time is correctly reflected in the WhatsApp message.

  • Select the original format of the date time received from Calendly.
  • Choose a user-friendly format for the target date time.
  • Click ‘Save and Send Test Request’ to verify the formatted date and time.

After this step, you will have the correctly formatted date and time ready to be included in the WhatsApp message sent to invitees.

4. Sending WhatsApp Messages via MSG247

Now that we have the formatted date and time, it’s time to send the WhatsApp message using MSG247 through Pabbly Connect. Add a new action step, search for ‘MSG247’, and select it. Choose the action event as ‘Send Template Message’.

To connect your MSG247 account, you will need to enter your API key from the MSG247 dashboard. Once connected, you can create a campaign using the template message you previously designed. Ensure that you select the correct template that includes dynamic fields for the invitee’s name, appointment details, and formatted date and time.

Map the mobile number of the invitee from the Calendly response. Fill in the template parameters with the mapped responses from the previous steps. Click ‘Save and Send Test Request’ to send the WhatsApp message.

Once completed, you can verify if the WhatsApp message was sent successfully to the invitee’s mobile number.

5. Testing and Verifying the Automation

After setting up the entire workflow in Pabbly Connect, it’s crucial to test and verify that the automation works as intended. Create another test booking in Calendly to trigger the workflow again. Ensure to enter a different name and mobile number for verification purposes.

Once the appointment is scheduled, check the WhatsApp account of the new invitee. If everything is set up correctly, they should receive a WhatsApp message confirming their appointment with all the relevant details. This confirms that your automation setup is functioning correctly.

By following these steps, you can efficiently automate the process of sending WhatsApp messages to Calendly invitees using Pabbly Connect and MSG247, creating a seamless experience for both you and your clients.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages to Calendly invitees via MSG247. By following the steps outlined, you can streamline your appointment confirmation process and enhance communication with your clients.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.