How to Send Coaching Classes Details to Facebook Leads on WhatsApp Using Pabbly Connect

Learn how to automate sending coaching classes details to Facebook leads on WhatsApp using Pabbly Connect. Step-by-step tutorial included! Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start sending coaching classes details to Facebook leads on WhatsApp, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly website and navigating to the Pabbly Connect section.

Once you are on the Pabbly Connect page, sign up for a free account or log in if you already have one. After logging in, you will be directed to the dashboard where you can create a new workflow to connect Facebook Lead Forms and WhatsApp.

2. Create a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a name. You can name your workflow something like ‘Facebook to WhatsApp Integration’.

After naming your workflow, click on the ‘Create’ button. You will see two sections: the trigger section and the action section. In the trigger section, search for ‘Facebook Lead Ads’ and select it. Then, choose the trigger event as ‘New Lead’.

• Select ‘Facebook Lead Ads’ as the trigger app.
• Choose ‘New Lead’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

Once connected, select the Facebook page and lead form you want to use. This will allow Pabbly Connect to fetch new leads automatically from your Facebook Lead Ads.

3. Fetch Lead Data from Facebook in Pabbly Connect

After setting up the trigger, the next step is to fetch the lead data. This is crucial for sending the coaching classes details via WhatsApp. In the workflow, you will now set up an action to retrieve the lead information. using Pabbly Connect

Click on the ‘Save and Send Test Request’ button in Pabbly Connect to test if the connection is successful. If successful, it will show you the details of the lead, including their name, email, and WhatsApp number. Make sure to capture these details for the next step.

• Test the connection to ensure lead data is fetched correctly.
• Check the fetched data for accuracy.
• Ensure WhatsApp number is in the correct format.

Once you have the lead data, you can proceed to send the details to WhatsApp.

4. Send Coaching Classes Details to WhatsApp

Now, to send the coaching classes details to the lead via WhatsApp, you will set up another action in Pabbly Connect. For this, select the WhatsApp API service, specifically Vati.

In the action event, choose ‘Send Template Message’. You will need to connect your Vati account to Pabbly Connect by entering the API endpoint and access token from your Vati account.

Select Vati as the action app. Choose ‘Send Template Message’ as the action event. Enter the required API details to connect to Vati.

Map the WhatsApp number and other parameters required by your message template. This will ensure that the coaching classes details are sent correctly to the lead.

5. Test and Confirm the Integration

Finally, to confirm that everything is working correctly, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will trigger the WhatsApp message to be sent to the lead. Ensure that the message contains the coaching classes details as intended.

Check the WhatsApp account of the lead to verify that they received the message. If successful, you will see the message you composed along with the attached details. This confirms that your integration is working seamlessly.

If there are any issues, revisit the previous steps to ensure everything is set up correctly. Testing is crucial to ensure that leads receive timely information about your coaching classes.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send coaching classes details to Facebook leads via WhatsApp. By following the steps outlined, you can automate your communication and enhance your lead engagement effectively.