Learn how to automate sending WhatsApp messages with special offers to your Instagram leads using Pabbly Connect. Follow our step-by-step tutorial now! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send WhatsApp messages with special offers to your Instagram leads, you first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect homepage at Pabbly.com/connect. Here, you will find options to either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks per month. Existing users can simply sign in to their accounts. Once logged in, select Pabbly Connect from the dashboard to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. Choose the beta version of the workflow builder for a more modern experience.

  • Name your workflow, for example, ‘Send Special Offer WhatsApp Messages Automatically for Instagram Leads’.
  • Select a folder to organize your workflow, such as ‘Automations’.
  • Ensure that you understand the principles of triggers and actions in automation.

Once you have set up the workflow name and folder, you are ready to set up the trigger that will initiate the WhatsApp message sending process.

3. Setting Up the Trigger in Pabbly Connect

The next step in the process is to set up your trigger. Click on the ‘Add Trigger’ button and select the application as Instagram Lead Ads. For the app event, choose ‘New Lead Instant’. This will allow Pabbly Connect to capture new leads from your Instagram ads.

To connect your Instagram account, click on ‘Connect’ and then ‘Add a New Connection’. Select your Facebook account linked to your Instagram. Once connected, choose your Facebook page and the specific lead gen form you want to use.

  • Select the Facebook page, e.g., ‘Natural Glow Skin Care’.
  • Choose the lead form you created for Instagram leads.

After selecting these options, click on ‘Save and Send Request’. This will prepare Pabbly Connect to receive data from your Instagram leads.

4. Sending WhatsApp Messages with Pabbly Connect

Now that your trigger is set, it’s time to configure the action that sends WhatsApp messages. Add an action step and select WhatsApp Cloud API as your action application. Choose ‘Send Template Message New’ as the app event. using Pabbly Connect

Click ‘Connect’ to establish a new connection with your WhatsApp Cloud API account. You will need to enter your access token, phone number ID, and WhatsApp business account ID. These details can be found in your Meta account where you set up the WhatsApp Cloud API.

Map the phone number from the Instagram lead to send the message to. Select the template ID for your message, which includes the special offer details.

After configuring these settings, click ‘Save and Send Request’ to send the automated WhatsApp message to your lead.

5. Testing the Integration Workflow

To ensure that everything is working correctly, you need to test the integration. Use the Lead Ads Testing Tool by Meta to create a test lead. Fill in the required details and submit the form.

Once you submit the test lead, check your WhatsApp to confirm that the automated message has been sent successfully. You should see a message similar to, ‘Hi [Lead’s Name], thank you for showing interest in Natural Glow Skin Care. As a warm welcome, we are giving you an exclusive 20% off on your first purchase.’ This confirms that Pabbly Connect has successfully automated the process.

Conclusion

In this tutorial, we detailed how to use Pabbly Connect to send WhatsApp messages with special offers to your Instagram leads. By following these steps, you can automate your lead engagement and drive more sales 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.

Using Pabbly Connect not only simplifies the integration process but also enhances your marketing strategy by allowing you to reach out to potential customers instantly. Start automating your workflows today!