How to Instantly Send Welcome SMS to Instagram Leads Using Pabbly Connect

Learn to automate sending welcome SMS to Instagram leads using Pabbly Connect. Follow our detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending welcome SMS to Instagram leads, the first step is to access Pabbly Connect. Simply open your browser and go to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. This platform allows you to integrate various applications seamlessly.

Once you are on the landing page, you will see options to either sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account and get 100 free tasks every month. Existing users should click on ‘Sign In’ to access their account.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to your dashboard. Here, click on the ‘Create Workflow’ button to start setting up the automation process. You will be prompted to name your workflow and select a folder to save it in. using Pabbly Connect

• Select a name for your workflow, like ‘Instantly Send Welcome SMS to Instagram Leads’.
• Choose an existing folder or create a new one for better organization.

Once you have named your workflow, click on the ‘Create’ button. This will take you to the workflow window where you can set up triggers and actions. In Pabbly Connect, triggers are events that start the workflow, while actions are the tasks that follow.

3. Setting Up the Trigger for Instagram Leads

In the workflow window, the next step is to set up the trigger. Search for and select ‘Instagram Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’. This step is crucial as it determines when the SMS will be sent. using Pabbly Connect

To connect your Instagram account, click on the ‘Connect’ button. You will need to authenticate your Facebook account, as Instagram ads are linked through Facebook. Once authenticated, select the Facebook page associated with your Instagram account and the specific lead generation form to use.

4. Capturing Lead Details for SMS

After setting up the trigger, it is time to capture the lead details. Click on the ‘Save and Send Test Request’ button. Pabbly Connect will wait for a webhook response, which means you need to submit a test lead through the Meta for Developers tool. using Pabbly Connect

Go to the Meta for Developers page and navigate to the lead ads testing tool. Select your Facebook page and the lead form, fill in the required details, and submit the form. Pabbly Connect will then capture the response, including the lead’s name, email, and phone number.

• Fill out the test lead form with realistic data.
• Ensure that the phone number is valid for SMS delivery.

Once the test lead is submitted, return to Pabbly Connect to verify that the details have been captured successfully. This data will be used to personalize the SMS sent to the lead.

5. Sending SMS Using Twilio through Pabbly Connect

The final step involves sending the SMS using Twilio. Set Twilio as your action application and choose ‘Send SMS Message’ as the action event. Click on ‘Connect’ to link your Twilio account with Pabbly Connect. using Pabbly Connect

Input your Twilio account SID and authorization token to establish the connection. Next, fill in the SMS body, personalizing it with the lead’s name. Use the mapping feature to insert the lead’s name dynamically from the captured data.

Enter the SMS body, e.g., ‘Hi {Lead Name}, thank you for connecting via Instagram!’. Map the recipient’s phone number from the previous step.

After entering all the required details, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the SMS has been sent. This automation ensures that every new lead receives a timely welcome message without any manual effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically send welcome SMS to your Instagram leads. By following these steps, you can ensure that every lead receives a personalized message, enhancing engagement and trust in your services.