Learn how to integrate WhatsApp with URL Using Pabbly Connect for session bookings. Follow this detailed tutorial to automate your booking confirmations effectively. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up WhatsApp Integration with URL

Integrating WhatsApp with URL is essential for automating session bookings. In this tutorial, we will use the automation software Pabbly Connect to send WhatsApp messages automatically when a new booking is created in the sessions account.

To start, navigate to Pabbly Connect and log in. If you are a new user, sign up to get access to 300 tasks every month. Once logged in, you will see the dashboard where all your applications are listed.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow, for example, ‘Send WhatsApp Message for Session Booking,’ and select your folder.

  • Give a meaningful name to your workflow.
  • Select the appropriate folder for organization.
  • Click on the ‘Create’ button to finalize your workflow.

After creating the workflow, you’ll see options for setting up a trigger and action. The trigger will be when a new booking is created in your sessions account, which we will configure next.

3. Configuring the Sessions Trigger

To set up the trigger for your workflow, select the trigger application as ‘Sessions.’ This application is designed for scheduling appointments and will allow you to capture new bookings efficiently.

Choose the trigger event as ‘Booking Created.’ This ensures that whenever a new booking is made, Pabbly Connect will automatically capture the details. You will receive a webhook URL, which you will use to connect your sessions account with Pabbly Connect.

  • Copy the webhook URL provided by Pabbly Connect.
  • Log in to your Sessions account and navigate to Workspace Settings.
  • Add the webhook URL in the appropriate field to establish the connection.

After setting up the webhook, you can test the connection by creating a test booking in your sessions account.

4. Sending WhatsApp Messages Using AI Sensei

Once the trigger is configured, the next step is to set up the action to send a WhatsApp message. For this, select ‘WhatsApp by AI Sensei’ as your action application. This application enhances WhatsApp messaging for businesses.

Choose the action event as ‘Send Template Message.’ You will need to connect your WhatsApp account to Pabbly Connect. To do this, click on ‘Add New Connection’ and enter your API key from your AI Sensei account.

Log in to your AI Sensei account to retrieve your API key. Ensure you have created a template in AI Sensei for the WhatsApp message. Map the lead’s phone number and name dynamically from the trigger step.

After entering all required information, save the settings to ensure that your WhatsApp messages are sent successfully whenever a new booking is created.

5. Testing Your Automation Workflow

To ensure everything is functioning correctly, test your automation by creating a new booking in your sessions account. Enter the details as you would for a real booking, and confirm the session. using Pabbly Connect

Check your WhatsApp for the confirmation message sent by AI Sensei. This message should include the lead’s name and the booking details, confirming that the automation is working as intended.

If the message is received, your integration between WhatsApp, URL, and other applications like AI Sensei is successfully set up. You can now automate your session confirmations seamlessly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

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In conclusion, integrating WhatsApp with URL using Pabbly Connect allows you to streamline your session booking confirmations. By following the steps outlined in this tutorial, you can enhance your communication with clients effectively.