Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first, navigate to pably.com and sign in. This platform is essential for automating tasks between different applications, including WhatsApp and Facebook.

After logging in, select “Access Now” under Pabbly Connect. You will be directed to the dashboard where you can create a new workflow. Click on “Create Workflow” and name it “Facebook Lead Aate Hi Customer Ko WhatsApp Msg Karein + CRM Mein Add Karein”.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set the trigger for your workflow using Pabbly Connect. Click on “Add Trigger” and choose “Facebook Lead Ads” as your trigger application. This sets the workflow to activate whenever a new lead is captured.

  • Select “New Lead” as the event.
  • Connect your Facebook account by clicking “Connect”.
  • Enter your Page Name and Lead Form.

Once the trigger is set, you can test the connection to ensure everything is working correctly. This will allow Pabbly Connect to capture lead details automatically.

3. Adding Lead Details to CRM Using Pabbly Connect

Next, you will add the captured lead details to your CRM using Pabbly Connect. Click on “Add Action Step” and choose your CRM application, such as Salesforce. Select “Create Contact” as the action event.

Connect your Salesforce account and map the lead details from Facebook to the respective fields in your CRM. This is crucial for ensuring that the information is accurately transferred.

  • Map the First Name, Last Name, Email, Phone Number, and Company Name.
  • Ensure all fields are mapped correctly to avoid data loss.

After mapping, click “Save and Send Test Request” to verify that the lead details are added to your CRM successfully. This integration step is vital for maintaining organized lead management.

4. Sending WhatsApp Message to New Leads

Now, it’s time to send a personalized WhatsApp message to your new leads using Pabbly Connect. Click on “Add Action Step” and select Pabbly Chatflow. Choose “Send Text Message” as the event.

Connect your Pabbly Chatflow account and enter the necessary details. You will need to map the phone number and the message content. Make sure to personalize the message with the lead’s name.

  • Use the phone number extracted from the Facebook lead.
  • Write a welcoming message, such as ‘Thanks for showing interest in our service!’

After entering all the details, click “Save and Send Request” to dispatch the message. This step ensures that your leads receive immediate communication, enhancing engagement.

5. Verifying the Integration and Final Steps

To ensure everything works seamlessly, test your entire workflow. Submit a test lead through your Facebook Lead Ads and monitor if the details are captured in your CRM and if the WhatsApp message is sent successfully using Pabbly Connect.

Check the CRM for the new contact and verify that the WhatsApp message was received on the lead’s phone. This final verification is crucial for confirming that the integration is set up correctly.

Once everything is confirmed, your automation is complete! You can now manage leads efficiently without missing any opportunities.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages and adding leads to your CRM. This integration enhances your lead management process and improves customer engagement.