How to Use Pabbly Connect to Send WhatsApp Demo Reminders to LinkedIn Leads

Learn how to integrate LinkedIn and WhatsApp using Pabbly Connect for automated demo reminders. Step-by-step guide for seamless communication. 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. Accessing Pabbly Connect for Integration

To send WhatsApp demo reminders to LinkedIn leads, the first step is to access Pabbly Connect. This platform enables seamless integration between LinkedIn and WhatsApp, allowing you to automate your reminders effectively.

Visit the Pabbly Connect homepage and sign up for a free account. If you are an existing user, simply log in. After logging in, you will be directed to the dashboard where you can create your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This action will open a dialog box where you can name your workflow. using Pabbly Connect

• Name your workflow as ‘Send WhatsApp Demo Reminder to LinkedIn Leads’.
• Select a folder for your workflow, such as ‘Automations’.

Once you’ve named your workflow and selected the folder, click on the ‘Create’ button to proceed. This will initiate the workflow creation process where you can define triggers and actions.

3. Setting Up Triggers with LinkedIn

The next step involves setting up a trigger that will activate the workflow whenever a new lead is received through LinkedIn. In the workflow builder, select ‘LinkedIn’ as the trigger application and choose ‘Lead Notifications’ as the trigger event.

After selecting the trigger, click on the ‘Connect’ button to establish a connection with your LinkedIn account. Follow the prompts to authenticate your LinkedIn account within Pabbly Connect. Once connected, you can proceed to test the trigger to ensure it captures lead information correctly.

4. Adding Action Steps to Send WhatsApp Messages

After successfully setting up the trigger, it’s time to add an action step to send WhatsApp messages. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event. using Pabbly Connect

• Map the phone number field to the phone number of the lead received from LinkedIn.
• Select your pre-created template for the reminder message.

Ensure you fill in all required fields, including the template ID and any variables needed such as the lead’s name and the scheduled date. This step ensures that the WhatsApp message is personalized and relevant to each lead.

5. Testing and Activating Your Workflow

Once you have configured the action steps, it’s crucial to test your workflow. Use the ‘Test’ option in Pabbly Connect to simulate a lead submission from LinkedIn and verify if the WhatsApp message is sent correctly.

If the test is successful, you can activate your workflow. Click on the ‘Save’ button, and your integration is now live. Every time a new lead is generated through LinkedIn, an automated WhatsApp reminder will be sent, ensuring timely communication with your leads.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of sending WhatsApp demo reminders to LinkedIn leads. This integration enhances your communication strategy, ensuring that your leads receive timely updates about their scheduled sessions. Start using Pabbly Connect today for seamless automation!