How to Send Welcome Messages to Landingi Leads on WhatsApp Using Pabbly Connect

Learn how to automate sending welcome messages to Landingi leads on WhatsApp using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To send welcome messages to Landingi leads on WhatsApp, we first need to set up Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are new, you can sign up for free to access 100 tasks monthly.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Choose the classic workflow builder for a familiar experience, and name your workflow appropriately, such as ‘Send Welcome Message to Landingi Leads on WhatsApp’.

2. Creating the Trigger with Landingi

In this step, we will create a trigger in Pabbly Connect that activates when a new lead is received from Landingi. Set Landingi as your trigger application and select the event as ‘New Lead’. This will initiate the automation process whenever a new lead is captured.

To connect Landingi with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge between Landingi and Pabbly Connect. Copy the webhook URL provided in the workflow and paste it into the Landingi integration settings. Ensure the request method is set to POST and save the changes.

• Access your Landingi page and click on the edit option.
• Navigate to the settings and select integrations, then find the webhook option.
• Paste the webhook URL and save your settings.

After saving, publish your Landingi form to make sure the changes are live. Now, whenever a new lead submits their details, it will trigger the workflow in Pabbly Connect.

3. Testing the Trigger in Pabbly Connect

After setting up the trigger, it’s time to test it in Pabbly Connect. Perform a test submission on your Landingi form to ensure that the data is captured correctly. This step is crucial to confirm that the connection between Landingi and Pabbly Connect is functioning properly.

Once the test submission is complete, return to your Pabbly Connect workflow. You should see the captured response from Landingi displayed in your workflow. This confirms that the integration is successful and ready to proceed to the next step.

• Fill out the form with dummy details like name and email.
• Click on the sign-up button to submit the form.
• Check the Pabbly Connect workflow for the captured lead details.

Once you see the lead details in Pabbly Connect, you can confidently move on to the action step of sending a WhatsApp message.

4. Sending WhatsApp Messages Using Pabbly Connect

Now that we have verified the trigger, the next step is to set up the action in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose the event ‘Send Template Message’. This action will send a welcome message to the lead via WhatsApp.

To establish this connection, you will need to enter several details such as the token, phone number ID, and WhatsApp business account ID. These can be obtained from the Meta for Developers dashboard. Once you have entered these credentials, click on save to connect WhatsApp Cloud API with Pabbly Connect.

Generate an access token from your Meta for Developers account. Copy the phone number ID and WhatsApp business account ID. Paste these details into Pabbly Connect to complete the connection.

After linking WhatsApp Cloud API, you can configure the message template that will be sent to new leads. Ensure that the template includes dynamic variables to personalize the message.

5. Finalizing the WhatsApp Message in Pabbly Connect

Finally, you need to finalize the WhatsApp message in Pabbly Connect. Select the message template you created earlier and ensure that it contains the necessary variables for personalization. This way, each lead will receive a customized welcome message when they submit their details.

Once the template is selected, map the lead’s name to the variable in the message. This is essential for ensuring that every new lead receives a message addressed to them. After mapping the variables, click on ‘Save and Send Test Request’ to send a test message to your WhatsApp number.

Select the template ID from the dropdown menu in Pabbly Connect. Map the variables to ensure dynamic content. Click on the send test request button to verify message delivery.

Once you receive the message on WhatsApp, your automation setup is complete. You have successfully integrated Landingi with WhatsApp using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate sending welcome messages to Landingi leads on WhatsApp using Pabbly Connect. By following the step-by-step process, you can streamline your lead engagement and improve communication efficiency.