Hands-Free Follow-Ups: Instagram to WhatsApp Template Automation

Learn how to automate WhatsApp messages from Instagram leads using Pabbly Connect in this step-by-step tutorial. Enhance your follow-up process effortlessly! 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. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages from Instagram leads, first, access Pabbly Connect. Open a new tab and type in the URL Pabbly.com/connect. Here, you will find options to sign in or sign up for free. Signing up gives you access to 100 free tasks every month, perfect for testing your automations.

Once logged in, you will land on the Pabbly apps page. Select Pabbly Connect to begin creating your automation workflow. You can organize your workflows into folders for better management. This initial setup is crucial for streamlining your automation process.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You have two options: create from scratch or use AI. Choose to create from scratch for full control over your automation. Then, select the beta workflow builder for a modern experience.

• Select a name for your workflow, such as ‘Send WhatsApp Template Message to Instagram Leads’.
• Choose a folder for better organization, like ‘Automation’.
• Click the ‘Create’ button to finalize your workflow setup.

This step sets the foundation for your automation, allowing you to initiate actions based on Instagram leads seamlessly.

3. Setting Up the Trigger in Pabbly Connect

In your newly created workflow, the next step is to set up the trigger. This trigger will initiate the workflow when a new lead is captured via Instagram lead ads. Select the Instagram Lead Ads as your trigger app and choose the event ‘New Lead Instant’. using Pabbly Connect

Click the ‘Connect’ button to establish a connection. You will need to log into your Facebook account, which is linked to your Instagram account. Once connected, select the appropriate Facebook page and form that corresponds to your Instagram lead ads. This ensures that the right data flows into your workflow.

4. Sending WhatsApp Template Message via Pabbly Connect

Once the trigger is set, the next step involves sending a WhatsApp template message using the WhatsApp Cloud API. Add a new action step in your workflow and search for the WhatsApp Cloud API app. Select the action event ‘Send Template Message’. using Pabbly Connect

• Enter your WhatsApp API token, phone number ID, and business account ID to establish the connection.
• Map the receiver’s phone number dynamically from the previous step to personalize the message.
• Select the template ID for your message, ensuring it matches the one created in your WhatsApp manager.

This process allows your leads to receive a personalized WhatsApp message immediately after they submit their information through Instagram, enhancing customer engagement.

5. Testing and Activating Your Automation

After setting up the WhatsApp message, it’s crucial to test the automation. Submit a test lead through your Instagram form and monitor the response in Pabbly Connect. Ensure that the WhatsApp message is received correctly, containing all the mapped details.

Once confirmed, activate your workflow in Pabbly Connect. This will enable the automation to run in real-time, sending WhatsApp messages to every new lead captured from Instagram. This hands-free follow-up system will save you time and improve customer communication.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages from Instagram leads using Pabbly Connect. By following these steps, you can streamline your follow-up process and enhance customer interaction effortlessly. Start utilizing Pabbly Connect today to elevate your business operations!