Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Automation

To start automating customer inquiries, you need to use Pabbly Connect. First, access the Pabbly Connect dashboard by signing up at the official Pabbly website. Once you log in, you will find options to create new workflows.

Click on the “Create Workflow” button to begin. You can select from three options: create from scratch, using AI, or quick builder. For this tutorial, we will create a workflow from scratch, naming it “Capture Customer Inquiries and Send Instant Follow-Ups”. This name can be customized to fit your needs.

2. Trigger Setup with Facebook Lead Ads

The next step is setting up the trigger in Pabbly Connect. This is crucial as it determines when the automation will start. Choose “Facebook Lead Ads” as your trigger application. The event to select is “New Lead Instant”. Click on the “Connect” button to establish a connection.

  • Select “Add New Connection” if you don’t have an existing one.
  • Log in to your Facebook account when prompted.
  • Select the Facebook page and lead form you want to use.

Once connected, you’ll need to test the connection by submitting a test lead through your Facebook lead form. This step ensures that the integration is functioning as expected.

3. Storing Data in Airtable

After setting up the trigger, it’s time to store the captured leads in Airtable using Pabbly Connect. Select “Airtable” as your action application and choose “Create Record” as the event. Click on the “Connect” button to link your Airtable account.

Once connected, select the base where you want to store the records. Map the fields from the Facebook lead ads to the corresponding fields in Airtable. This means linking the data received from Facebook to the correct fields in your Airtable database.

  • Map the first name, last name, email, and other relevant information.
  • Click on “Save and Send Test Request” to verify that the data is being stored correctly.

After testing, you should see a new record added to your Airtable database with the information you submitted in the Facebook lead form.

4. Sending WhatsApp Messages Using Pabbly Chartflow

The final step involves sending a personalized WhatsApp message using Pabbly Chartflow. Select “Pabbly Chartflow” as your action application and choose “Send Text Message”. Again, click on the “Connect” button to link your Pabbly Chartflow account.

To send messages, you need to enter your API token from the Pabbly Chartflow dashboard. After entering the token, map the recipient’s WhatsApp number and the message content. You can customize the message to include the user’s name or other details.

  • Ensure the recipient’s number includes the country code without the plus sign.
  • Click on “Save and Send Test Request” to check if the message is sent successfully.

If everything is set up correctly, the user will receive the WhatsApp message almost instantly after they submit their inquiry.

5. Enabling the Workflow in Pabbly Connect

After completing all setup steps, it’s essential to enable the workflow in Pabbly Connect. If the toggle is not enabled, the automation will not work. Make sure to check that everything is functioning correctly by performing a final test.

Once enabled, your workflow will automatically capture inquiries from Facebook lead ads, store them in Airtable, and send personalized follow-up messages via WhatsApp. This automation ensures that your leads are responded to promptly, improving customer engagement.

Feel free to explore more integrations and automations that can be created using Pabbly Connect. This tool is designed to streamline your business processes effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate customer inquiries from Facebook Lead Ads to WhatsApp. By following the steps outlined, you can enhance your response time and improve customer satisfaction without any coding skills.