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

Learn how to integrate WhatsApp with Calendly using Pabbly Connect to automate message sending for client invites. Follow our step-by-step tutorial! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Calendly, you need to access Pabbly Connect. Begin by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free, which allows you to try out various features.

Once logged in, locate the Pabbly Connect option among the various applications available in your dashboard. Click on ‘Access Now’ to enter the workflow creation interface. Here, you can create a new workflow that will automate the sending of WhatsApp messages to your clients.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow to send WhatsApp messages automatically when a new invite is added in Calendly. Click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow and choose a folder to save it in.

• Name your workflow as ‘Send WhatsApp Message for Calendly Invite’.
• Select the folder named ‘Automations’.

After naming your workflow, click on the ‘Create’ button. This will open the workflow window where you can set the trigger and action for your automation.

3. Setting Up the Trigger in Pabbly Connect

Now, you need to set up the trigger for your workflow. In Pabbly Connect, select Calendly as the trigger application. This means that whenever a new invite is created in Calendly, it will trigger the workflow.

Choose the trigger event as ‘Invite Created’. After selecting the trigger event, click on ‘Connect’. You will be prompted to either select an existing connection or add a new one. If you haven’t connected Calendly before, choose ‘Add New Connection’ and follow the prompts to authenticate your Calendly account.

4. Adding Action Steps to Send WhatsApp Messages

After setting the trigger, the next step is to add actions that will run when the trigger occurs. You will first use the Date Time Formatter feature in Pabbly Connect to format the event date and time correctly. Select ‘Date Time Formatter’ as the action application and choose the action event ‘Format Date with Time Zone’.

• Map the date and time from the trigger response.
• Set the from and to formats as required.
• Select the appropriate time zones for conversion.

Once the date and time are formatted correctly, you can proceed to add another action step to send the WhatsApp message using Vati. Select Vati as the action application and choose ‘Send Template Message’ as the action event.

5. Finalizing the Integration and Testing

In this final step, you will finalize the integration by connecting your Vati account to Pabbly Connect. You will need to provide your API endpoint and access token from the Vati dashboard. Once connected, map the WhatsApp number and select the message template you created earlier.

After filling in all required fields, click on ‘Save and Send Test Request’. This will send a test WhatsApp message to verify that everything is working correctly. If successful, you will receive a message on WhatsApp confirming the scheduled training session.

Perform a few test submissions in Calendly to ensure that the integration works seamlessly. Each time a new invite is created, a WhatsApp message should be sent automatically, enhancing client communication.

Conclusion

This tutorial covered how to integrate WhatsApp with Calendly using Pabbly Connect. By automating the message-sending process, you can enhance communication with clients and reduce no-shows effectively. Follow these steps to streamline your client interactions and improve your service efficiency.