Calendly WhatsApp Integration: A Step-by-Step Guide With Zapier
Posted: Tue Jan 07, 2025 6:37 am
Integrating tools to make work efficient is crucial. Ever wondered how to integrate Calendly with WhatsApp? What if, when someone schedules a meeting with you via Calendly, they immediately receive a confirmation message on WhatsApp? Yep, it’s that simple! And the benefits of using this Calendly WhatsApp integration go beyond just the convenience.
This Calendly WhatsApp integration not only elevates the professional touch but also assures your clients of the scheduled meeting.
This article will guide you through a straightforward process to achieve this integration using Zapier. However, before we dive into the step-by-step instructions, let’s talk about why you should integrate Calendly with WhatsApp:
Benefits of the Calendly WhatsApp integration
Instant confirmation: Provide immediate assurance to the person who booked an appointment.
Reduce no-shows: A WhatsApp confirmation can be a more effective reminder than a standard email.
Increased Engagement: WhatsApp messages have a higher open and read rate than emails. By sending immediate confirmations via WhatsApp, you ensure that your attendees are well-informed and reminded of their appointments.
Professional touch: A real-time confirmation via a platform like WhatsApp can instill confidence in your attendees, assuring them that their booking has been recognized and logged.
Streamlined communication: No need to manually send out bangladesh whatsapp phone number confirmations.
Getting Started
Before you start, ensure you have:
A Calendly account
A Rasayel account
A Zapier account
Step 1: Set Up an Event in Calendly
Before we begin the Calendly WhatsApp integration, we need to create an event in Calendly. This is an important part of the integration, as we need to modify the default event by adding a question in the scheduling process asking invitees to provide their WhatsApp numbers. We will use that number to automatically send them a message when they schedule a meeting.
Go to your dashboard in Calendly and click Create.
Select Event type.
Pick one of the options for event type.
Click Next.
Name your event.
Select a location for your event.
Click Next.
Edit the availability options if necessary and click Next.
Add an additional option → Invitee Questions.
Type your question.
In Answer type, select One line.
Mark Required.
Click Apply.
Click Save and Close.
This Calendly WhatsApp integration not only elevates the professional touch but also assures your clients of the scheduled meeting.
This article will guide you through a straightforward process to achieve this integration using Zapier. However, before we dive into the step-by-step instructions, let’s talk about why you should integrate Calendly with WhatsApp:
Benefits of the Calendly WhatsApp integration
Instant confirmation: Provide immediate assurance to the person who booked an appointment.
Reduce no-shows: A WhatsApp confirmation can be a more effective reminder than a standard email.
Increased Engagement: WhatsApp messages have a higher open and read rate than emails. By sending immediate confirmations via WhatsApp, you ensure that your attendees are well-informed and reminded of their appointments.
Professional touch: A real-time confirmation via a platform like WhatsApp can instill confidence in your attendees, assuring them that their booking has been recognized and logged.
Streamlined communication: No need to manually send out bangladesh whatsapp phone number confirmations.
Getting Started
Before you start, ensure you have:
A Calendly account
A Rasayel account
A Zapier account
Step 1: Set Up an Event in Calendly
Before we begin the Calendly WhatsApp integration, we need to create an event in Calendly. This is an important part of the integration, as we need to modify the default event by adding a question in the scheduling process asking invitees to provide their WhatsApp numbers. We will use that number to automatically send them a message when they schedule a meeting.
Go to your dashboard in Calendly and click Create.
Select Event type.
Pick one of the options for event type.
Click Next.
Name your event.
Select a location for your event.
Click Next.
Edit the availability options if necessary and click Next.
Add an additional option → Invitee Questions.
Type your question.
In Answer type, select One line.
Mark Required.
Click Apply.
Click Save and Close.