Auto-Send Personalized WhatsApp Offers to LinkedIn Leads Using Pabbly Connect

Learn how to auto-send personalized WhatsApp offers to LinkedIn leads using Pabbly Connect. Follow our detailed tutorial for step-by-step guidance. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To auto-send personalized WhatsApp offers to LinkedIn leads, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. This platform is crucial as it allows you to integrate various applications seamlessly.

Once on the Pabbly Connect homepage, you have two options: sign in if you’re an existing user or click on ‘Sign Up Free’ to create a new account. New users can explore the software with 100 free tasks every month, while existing users can directly access their dashboards.

2. Creating a New Workflow in Pabbly Connect

After signing in, create a new workflow by clicking the ‘Create Workflow’ button in the top right corner of the dashboard. This step is essential as it sets the stage for your automation process using Pabbly Connect.

• Click on ‘Create Workflow’.
• Name your workflow: ‘Auto Send Personalized WhatsApp Offers to LinkedIn Leads’.
• Select the folder for organization.

Once your workflow is named and organized, you can begin setting up the trigger and action steps that will automate the process. This is where Pabbly Connect truly shines in connecting LinkedIn with WhatsApp.

3. Setting Up the Trigger with LinkedIn

The next step involves setting up the trigger for your workflow. Click on the ‘Add Trigger’ button and select LinkedIn as your trigger application, then choose the event as ‘Lead Notifications’. This configuration is vital as it tells Pabbly Connect when to initiate the automation.

After selecting your trigger, you will need to connect your LinkedIn account. If you’re already logged in, simply select the existing connection. If not, you will be prompted to enter your LinkedIn credentials. Once connected, you can test the trigger to ensure it captures lead notifications correctly.

4. Configuring WhatsApp Action Step

With the trigger set, the next step is to configure the action that will send the WhatsApp message. Click on ‘Add Action’ and select WhatsApp Cloud API as your action application, then choose ‘Send Template Message’ as your event. This step is crucial as it allows you to send personalized messages to your leads through Pabbly Connect.

• Enter your WhatsApp Cloud API details including access token and phone number ID.
• Map the phone number from the trigger data to the WhatsApp message.
• Select the message template you want to use for sending offers.

After entering all the required details, click ‘Save and Send Request’ to complete the action setup. This setup ensures that each time a new lead is captured from LinkedIn, a personalized WhatsApp message is sent automatically through Pabbly Connect.

5. Testing Your Automation Workflow

Once your workflow is configured, it’s essential to test the automation to ensure everything works as intended. Generate a test lead in LinkedIn and check the response in Pabbly Connect. This step validates the entire setup and confirms that Pabbly Connect is successfully handling the integration.

After generating the test lead, you should see an automated WhatsApp message sent to the specified phone number. If the message is received, your automation is functioning correctly. If not, revisit your settings to troubleshoot any issues.

Conclusion

In this tutorial, we explored how to auto-send personalized WhatsApp offers to LinkedIn leads using Pabbly Connect. By following the steps outlined, you can streamline your lead engagement process effectively. Embrace automation with Pabbly Connect to enhance your marketing efforts and improve response rates.