Send WhatsApp Messages to LinkedIn Leads Automatically

Learn how to automatically send WhatsApp messages to LinkedIn leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending WhatsApp messages to LinkedIn leads automatically, you first need to access Pabbly Connect. Visit the Pabbly website and sign in or create a new account. This platform is essential for integrating LinkedIn and WhatsApp seamlessly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can manage your workflows and integrations. Follow these simple steps to get started:

• Visit the Pabbly website and click on ‘Sign In’ or ‘Sign Up’.
• Access the Pabbly Connect app from the dashboard.

After accessing Pabbly Connect, you are ready to create a new workflow that will automate the process of sending WhatsApp messages to your LinkedIn leads.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is straightforward. Click on the ‘Create Workflow’ button, where you will name your workflow. For this tutorial, name it ‘Send WhatsApp Messages to LinkedIn Leads Automatically’. This name helps you identify your workflow easily.

Next, select the folder where you want to save this workflow. Choose an appropriate folder, such as ‘LinkedIn Automations’. After that, click on ‘Create’. This action initializes your workflow setup, allowing you to define triggers and actions.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the correct folder for organization.

Now that your workflow is created, it’s time to set up the trigger that will activate the sending of WhatsApp messages whenever a new lead is generated in LinkedIn.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow in Pabbly Connect. Select LinkedIn as your trigger application. The trigger event you need to select is ‘Lead Notification’. This event will activate the workflow whenever a new lead is captured from LinkedIn.

After selecting LinkedIn, click on ‘Connect’. If you already have a connection, select it; otherwise, create a new connection by entering your LinkedIn credentials. Once connected, choose the sponsored account associated with your LinkedIn campaign and save the configuration.

Select LinkedIn as the trigger application. Choose ‘Lead Notification’ as the trigger event. Connect your LinkedIn account to Pabbly Connect.

With the trigger set, test the submission by generating a lead in LinkedIn. This test ensures that the connection and trigger are functioning correctly, paving the way for sending WhatsApp messages.

4. Sending WhatsApp Messages Using Pabbly Chatflow

Now that you have set up the trigger, it’s time to configure the action step in your workflow. You will use Pabbly Chatflow to send WhatsApp messages. In the action application, select Pabbly Chatflow and choose ‘Send Template Message’ as your action event.

Connect your Pabbly Chatflow account by entering the API token, which you can find in your Pabbly Chatflow settings. Once connected, map the recipient’s mobile number from the LinkedIn lead data you collected earlier. This ensures that the WhatsApp message is sent to the correct lead.

Select Pabbly Chatflow as the action application. Choose ‘Send Template Message’ as the action event. Map the mobile number and select your message template.

Ensure that you have created a message template in Pabbly Chatflow that includes dynamic variables for personalization. After configuring these settings, save and test the action step to confirm that the WhatsApp message is sent successfully.

5. Testing and Validating the Integration

After setting up the workflow, it’s crucial to test and validate the integration between LinkedIn and WhatsApp via Pabbly Connect. Submit a test lead through your LinkedIn form to trigger the workflow. Monitor the Pabbly Connect dashboard to ensure the lead data is captured correctly.

Check your WhatsApp to confirm that the message has been received. The message should include the personalized content based on the template you set up in Pabbly Chatflow. This step validates that your automation is functioning as intended, allowing you to engage with leads instantly.

Submit a test lead in LinkedIn to trigger the workflow. Verify that the lead data appears in Pabbly Connect. Check WhatsApp for the received message.

Once you confirm that everything works correctly, your automation is ready to go live, allowing you to send WhatsApp messages automatically to your LinkedIn leads.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automatically send WhatsApp messages to LinkedIn leads. By following the steps outlined, you can streamline your lead engagement process and enhance your communication strategy. Automate your workflows today with Pabbly Connect for efficient lead management.