Learn how to automate sending WhatsApp messages to new Facebook leads using Pabbly Connect. Step-by-step guide to streamline your lead management process. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Automation
To start automating the process of sending WhatsApp messages to new Facebook leads, first, you need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly. You can sign up for a free account on the Pabbly Connect website, which provides you with 100 free automation tasks each month.
Once logged into your Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send WhatsApp Messages to Facebook Leads’. This will set the foundation for your automation process.
2. Creating the Trigger with Facebook Lead Ads
The next step involves setting up the trigger in your Pabbly Connect workflow. Choose ‘Facebook Lead Ads’ as the app from the dropdown menu. The trigger event will be set to ‘New Lead’, which activates when a new lead is submitted through your Facebook lead generation form. using Pabbly Connect
- Select ‘Facebook Lead Ads’ from the app list.
- Set the trigger event to ‘New Lead’.
- Connect your Facebook account by clicking ‘Connect’.
After connecting, select the Facebook page where your lead ad is running. This will allow Pabbly Connect to retrieve lead data from the specified form. Ensure that you save your settings after making these selections.
3. Testing the Trigger Setup
Once you’ve set up the trigger, it’s crucial to test it to ensure that everything is functioning correctly. Use the Facebook Lead Ads testing tool to submit a test lead. Fill in the required fields, including the lead’s name and WhatsApp number, then submit the form. using Pabbly Connect
After submission, return to Pabbly Connect and check the response section. You should see the details of the test lead you just submitted. This confirms that your trigger is correctly capturing lead data from Facebook.
4. Setting Up the Action with WhatsApp Cloud API
Now that the trigger is confirmed, it’s time to set up the action that will send a WhatsApp message. Choose ‘WhatsApp Cloud API’ as the app in the action step. The action event should be set to ‘Send Template Message’. This is where you’ll define how the message will be sent to the lead. using Pabbly Connect
- Select ‘WhatsApp Cloud API’ from the app list.
- Set the action event to ‘Send Template Message’.
- Connect to your WhatsApp Cloud API account by entering the necessary credentials.
Make sure to have a message template created in your WhatsApp API account. Select this template in Pabbly Connect. Map the recipient’s mobile number and any required variables from the test lead data to personalize the message.
5. Finalizing the Automation Workflow
After setting up the action, it’s time to finalize your automation. Review all the mapped fields to ensure that they correspond correctly to the data you want to send. For instance, ensure the recipient’s phone number is formatted correctly without the plus sign.
Once everything is set, click on ‘Save and Send Test Request’ to test the complete workflow. If set up correctly, you will receive a WhatsApp message at the lead’s number confirming the automation works. This final step demonstrates how Pabbly Connect effectively automates the communication process with your leads.
Conclusion
Using Pabbly Connect, you can effortlessly automate sending WhatsApp messages to new Facebook leads. This integration streamlines your lead management process, saving time and enhancing customer engagement. Start leveraging this powerful automation today!
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