Learn how to automatically send product details to Facebook leads on WhatsApp using Pabbly Connect and WhatsApp Cloud API in this step-by-step tutorial. 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. Setting Up Pabbly Connect for Automation

To begin, access Pabbly Connect by navigating to your browser and entering ‘Pabbly.com/connect’. This will direct you to the Pabbly Connect dashboard where you can create a new account or sign in if you already have one.

Once logged in, click on ‘Create Workflow’ and name it appropriately, such as ‘Facebook Lead Ads to WhatsApp’. This workflow will be the core of your automation process.

2. Triggering Action with Facebook Lead Ads

In this step, we will set up the trigger for our workflow using Pabbly Connect. In the trigger window, search for ‘Facebook Lead Ads’ and select it. Choose the trigger event as ‘New Lead Instant’.

Next, click on ‘Connect’ and select ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Facebook account. Once connected, select the Facebook page where your lead ads are running and the specific lead generation form you wish to capture leads from.

  • Select your Facebook page.
  • Choose the lead generation form.
  • Click on ‘Save and Send Test Request’.

Once you have set this up, Pabbly Connect will wait for a new lead to be generated, allowing us to proceed with the next steps of the automation.

3. Generating a Test Lead

After setting up the trigger, it’s time to generate a test lead. Navigate to the Facebook Lead Ads Testing Tool. Here, select the same page and form you connected in Pabbly Connect.

Fill in the details of a dummy lead, including a name, email address, and mobile number. After entering the information, click on ‘Submit’. This action will create a test lead that Pabbly Connect will capture.

  • Select the page and form.
  • Enter dummy lead details.
  • Click ‘Submit’ to generate the lead.

Once the test lead is created, return to Pabbly Connect to see the details of the lead captured in your workflow.

4. Sending WhatsApp Messages via WhatsApp Cloud API

Now that we have our lead details, the next step is to send a WhatsApp message using the WhatsApp Cloud API. In the action window of Pabbly Connect, search for ‘WhatsApp Cloud API’ and select it. Choose the action event as ‘Send Template Message’.

Click on ‘Connect’ and then ‘Add New Connection’. You will need your WhatsApp Cloud API credentials, including the temporary access token, phone number ID, and WhatsApp Business Account ID. Enter these details in Pabbly Connect to establish the connection.

Input the Phone Number ID. Enter the WhatsApp Business Account ID. Add the temporary access token.

After connecting, select the template you created for sending product details. Ensure that this template has been approved by WhatsApp to avoid any issues during sending.

5. Mapping Data to Send Product Details

In this final step, map the data from the Facebook lead to the WhatsApp message using Pabbly Connect. In the recipient mobile number field, select the mobile number from the lead data captured earlier.

Fill in the header document URL with the link to your product brochure, and provide the document name. Map the body fields to include the lead’s name, your website, and your organization’s name. Once all fields are filled, click on ‘Save and Send Test Request’ to send the message.

Map the recipient’s mobile number. Enter the header document URL. Fill in the body fields with dynamic values.

After sending the test request, check the WhatsApp account for the message. This confirms that the automation is working seamlessly with Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automatically send product details to Facebook leads via WhatsApp using Pabbly Connect and WhatsApp Cloud API. By following these steps, you can streamline your communication and enhance your lead engagement 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.