Learn how to automate webinar invitations on WhatsApp from Facebook Lead Ads using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Automation
To automate webinar invitations on WhatsApp using Pabbly Connect, first, access the Pabbly Connect website at www.Pabbly.com/connect. Here, you will find options to either sign in or sign up for free.
If you are a new user, signing up gives you access to 100 free tasks every month. Existing users can log in directly to their Pabbly Connect accounts. Once logged in, navigate to the dashboard to start creating your automation workflow.
2. Create a New Workflow in Pabbly Connect
After logging into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner. You will have the option to choose between the new beta method or the old classic method. For this tutorial, select the classic method for stability.
Next, name your workflow something descriptive, such as ‘Trigger Webinar Invitations on WhatsApp for New Leads Captured via Facebook Ads.’ Select a folder for organization and click the ‘Create’ button to initialize your workflow.
3. Set Up Facebook Lead Ads as Trigger in Pabbly Connect
In the newly created workflow, you will see two windows: one for the trigger and one for the action. Start by selecting Facebook Lead Ads as your trigger application. The trigger event should be set to ‘New Lead Instant.’ This configuration allows Pabbly Connect to capture new leads automatically.
After selecting the trigger application, click the ‘Connect’ button. A new window will prompt you to add a new connection. You will need to authorize Pabbly Connect to access your Facebook account. Once authorized, select the Facebook page and the lead generation form you are using for your ads.
- Select your Facebook page (e.g., Invest Wise).
- Choose the lead generation form (e.g., Lead Ads Form).
- Toggle the simple response option on.
Click the ‘Save and Send Test Request’ button to ensure the connection is successful. If everything is correct, Pabbly Connect will indicate that it is waiting for a webhook response.
4. Generate a Test Lead Using Facebook Lead Ads
To test your connection, you will need to generate a test lead. Use Meta’s Lead Ads testing tool, selecting the same Facebook page and lead form as before. Fill in the required fields with sample data, such as first name, last name, email, phone number, and company name.
After completing the fields, click on the ‘Continue’ button and then the ‘Submit’ button to create the test lead. Once the lead is successfully generated, you can check your Pabbly Connect workflow for the captured response.
- First Name: Test
- Last Name: User
- Email: [email protected]
- Phone Number: [your number]
- Company Name: XYZ Company
Once the test lead is generated, verify that the lead’s details are captured correctly in your Pabbly Connect workflow’s trigger section.
5. Set Up WhatsApp Cloud API as Action in Pabbly Connect
Now that your trigger is set up, it’s time to configure the action step. Select WhatsApp Cloud API as the action application. The action event should be set to ‘Send Template Message.’ This allows you to send automated WhatsApp messages to your leads. using Pabbly Connect
After selecting the action application, click the ‘Connect’ button and add a new connection. You will need to input your WhatsApp Cloud API token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API setup.
Enter your WhatsApp Cloud API token. Provide your phone number ID. Input your WhatsApp business account ID.
After entering these details, map the lead’s phone number from the previous step and select the message template you created for sending webinar invitations. This template should include the lead’s name and the webinar link. After completing these steps, click the ‘Save and Send Test Request’ button to finalize the action setup.
Conclusion
In this tutorial, we explored how to automate webinar invitations on WhatsApp from Facebook Lead Ads using Pabbly Connect. By following the exact steps provided, you can streamline your lead communication and enhance your marketing efforts effectively.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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