Integrating WhatsApp with Calendly Using Pabbly Connect: A Step-by-Step Guide

Learn how to send WhatsApp messages using Pabbly Connect and Calendly. This tutorial covers the complete integration process for efficient communication with 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 Integration

To start integrating WhatsApp with Calendly, first, you need to access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page. You will see options to sign in or sign up for free.

If you’re a new user, click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign in’ to access their dashboard. Once logged in, navigate to the Pabbly Connect section by clicking on ‘Access Now’.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and provide a name for your workflow, such as ‘Send WhatsApp Message for Calendly Invite’.

• Enter the workflow name in the designated field.
• Select the folder to save your workflow.
• Click on ‘Create’ to proceed.

Once the workflow is created, you will see the workflow window, which consists of trigger and action sections. This is where you will define how the integration works using Pabbly Connect.

3. Setting Up the Trigger Application in Pabbly Connect

In this step, you will set up the trigger application, which will be Calendly. Select Calendly as your trigger application, as you want the workflow to be triggered when a new invite is created.

Choose the event ‘Invite Created’ from the trigger options and click on ‘Connect’. If you have previously connected your Calendly account, select the existing connection; otherwise, create a new connection by following the prompts. This connection is crucial as it allows Pabbly Connect to listen for new invites.

4. Adding Action Steps to Send WhatsApp Messages

After setting up the trigger, the next step is to add action steps that will send a WhatsApp message. First, you need to format the date and time from the Calendly invite. Select ‘Date Time Formatter’ as your action application.

• Choose ‘Format Date with Time Zone’ as the action event.
• Map the date and time from the previous response.
• Select the desired output format for the date.

Once the date is formatted, add another action step to send the WhatsApp message. Select ‘Vati’ as the action application and choose ‘Send Template Message’ as the action event. Connect your Vati account by providing the API endpoint and access token. This is where Pabbly Connect facilitates the communication between your applications.

5. Testing and Verifying the Integration

To ensure that the integration works, perform a test submission in Calendly. Book a training session using the demo user details. After scheduling the event, check back in Pabbly Connect to verify that the response has been captured correctly.

Once you confirm the data is captured, you can proceed to send a test WhatsApp message. Replace any dummy phone numbers with your actual number and click on ‘Save and Send Test Request’. This will trigger the WhatsApp message to be sent to your phone, confirming that the integration is successful.

Conclusion

This tutorial demonstrated how to integrate WhatsApp with Calendly using Pabbly Connect, allowing you to automate communication with clients. By following these steps, you can enhance client engagement and reduce no-shows effectively.