Learn how to send automated WhatsApp messages to Instagram Lead Ads leads using Pabbly Connect and Pabbly Connect with this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate WhatsApp messages for Instagram leads, start by accessing Pabbly Connect. This platform is essential for creating workflows that link your Instagram Lead Ads with WhatsApp messaging.

Visit the Pabbly Connect homepage by typing Pabbly.com/connect/ in your browser. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users can simply sign in. After logging in, you will be directed to the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name it something descriptive, like ‘Send and Get Automated WhatsApp Message to Instagram Leads’. This name will help you identify your workflow later.

  • Click on the ‘Create’ button to proceed.
  • Choose ‘Instagram Lead Ads’ as the trigger application.
  • Select ‘New Lead’ as the trigger event.

By selecting these options, you are telling Pabbly Connect to monitor for new leads generated through your Instagram ads. This is the first step in automating your WhatsApp messaging.

3. Connecting Instagram Lead Ads to Pabbly Connect

In this step, you will connect your Instagram Lead Ads account with Pabbly Connect. Click on the ‘Connect’ button to establish this connection. Ensure you are logged into your Instagram and Facebook accounts as this will simplify the connection process.

Once logged in, click on ‘Add New Connection’. Choose your Facebook page where the Instagram ads are running. Then select the lead gen form you are using to collect leads. After doing this, click on ‘Save and Send Test Request’ to confirm the connection is successful.

4. Sending WhatsApp Messages Using Pabbly Chatflow

Now that you have established the connection, the next step is to send WhatsApp messages through Pabbly Chatflow. For this, select Pabbly Chatflow as your action application and choose ‘Send Template Message’ as the action event.

To facilitate this, you need to connect your Pabbly Chatflow account. Enter your WhatsApp Cloud API details, including the access token and phone number ID. This setup allows Pabbly Connect to send messages to the leads automatically.

  • Map the recipient’s mobile number from the lead details.
  • Select the template message you wish to send.
  • Customize the message with lead-specific details.

This process ensures that each new lead receives personalized communication via WhatsApp, enhancing engagement and conversion rates.

5. Receiving Notifications for New Leads

Finally, you can set up a second action to receive WhatsApp notifications about new leads. Clone the previous action step and change the template to a lead alert template. This will send you a notification each time a new lead is captured through your Instagram ads.

Ensure you map the necessary details, such as the lead’s name, email, and phone number, in the body parameters of the notification template. This way, you receive all relevant information directly to your WhatsApp.

With this setup, Pabbly Connect automates both sending messages to leads and notifying you about new leads, streamlining your communication process significantly.

Conclusion

In conclusion, using Pabbly Connect and Pabbly Chatflow allows you to automate WhatsApp messages effectively for Instagram Lead Ads. This integration enhances your lead management process and improves communication with potential customers.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.