Learn how to seamlessly integrate LinkedIn Lead Gen Forms with WhatsApp using Pabbly Connect to send coaching classes details to your leads effectively. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending coaching classes details to LinkedIn leads on WhatsApp, the first step is to access Pabbly Connect. You can do this by visiting the website at Pabbly.com/connect. Once there, you will see options to sign in or sign up for free.

If you’re a new user, click on the sign-up option, which will take only a couple of minutes. After signing up, you will receive 100 free tasks to begin using Pabbly Connect. For existing users, simply click on the sign-in button to access your dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. A dialog box will appear asking you to name your workflow. For this integration, name it ‘Send Coaching Classes Details to LinkedIn Leads on WhatsApp’.

  • Click on ‘Create’ to proceed.
  • Select LinkedIn Lead Generation Forms as your trigger application.
  • Choose ‘New Lead Generation Form Response’ as the trigger event.

After setting up the trigger, Pabbly Connect will check for new leads every 10 minutes. Click ‘Connect’ to link your LinkedIn Lead Generation Forms account with Pabbly Connect.

3. Setting Up Triggers and Action in Pabbly Connect

After connecting your LinkedIn account, you will need to select the specific lead form you want to use. This is crucial as it dictates which leads will trigger the workflow. Ensure you have the lead form created in LinkedIn.

Once you select the lead form, click on ‘Save and Send Test Request’. This action will fetch the latest lead data, including the phone number and email address, which will be used to send the WhatsApp message.

  • Make sure to test the connection to ensure everything is working properly.
  • Check that the lead information is correctly pulled into Pabbly Connect.

This step is essential as it ensures that the integration is set up correctly before moving on to the action application.

4. Sending WhatsApp Messages Using Pabbly Connect

The next step involves selecting your action application, which will be Interact, used for sending WhatsApp messages. Choose ‘Send WhatsApp Template Message’ as the action event. Click on ‘Connect’ to link your Interact account with Pabbly Connect.

To establish this connection, you will need to enter your Interact secret key, which can be found in your Interact account under developer settings. After pasting the key, click ‘Save’ to finalize the connection.

Input the country code and phone number of the lead. Specify the template code name for the WhatsApp message. Map the variables in the message body to personalize it for the lead.

Once all fields are filled, click ‘Save and Send Test Request’ to send a test message to the lead’s WhatsApp number. Check WhatsApp to confirm the message was received successfully.

5. Verifying the Integration Success

To ensure that everything is set up correctly, fill out the LinkedIn lead generation form again with a new lead’s details. After submitting, wait for Pabbly Connect to process the information and send the WhatsApp message.

Within 10 minutes, you should receive the WhatsApp message containing the coaching classes details. This confirms that your integration between LinkedIn leads and WhatsApp through Pabbly Connect is functioning perfectly.

If you encounter any issues, review the steps taken in Pabbly Connect to ensure all connections and mappings are correct. Always double-check the lead form and WhatsApp template settings for accuracy.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send coaching classes details to LinkedIn leads via WhatsApp. By following these steps, you can automate your lead communication 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.