How to Send PDF Quotation to LinkedIn Leads via WhatsApp Using Pabbly Connect

Learn how to automate sending PDF quotations to LinkedIn leads via WhatsApp using Pabbly Connect. Follow this step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Automation

To begin automating the process of sending PDF quotations to LinkedIn leads via WhatsApp, first, you need to access Pabbly Connect. Open a new browser tab and enter pabby.com/connect. This will direct you to the Pabbly Connect landing page.

Once there, you have two options: sign in if you already have an account or click on the ‘Sign up free’ button if you are a new user. New users are granted 100 free tasks each month to explore automation capabilities. After signing in, you’ll land on the dashboard of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Inside the dashboard of Pabbly Connect, locate the ‘Create Workflow’ button on the right side. Click it to initiate a new workflow. You will be prompted to choose between the new beta version or the classic version. For this tutorial, select the new beta version for a modern experience.

• Give your workflow a descriptive name, such as ‘Send PDF Quotation to LinkedIn Leads via WhatsApp’.
• Choose a folder to save this workflow for better organization.
• Click the ‘Create’ button to proceed.

Now, you’ll see the trigger button, which is essential for setting up the workflow. This trigger is the event that will initiate the entire process whenever a new lead is generated from LinkedIn.

3. Setting Up the Trigger with LinkedIn

For the trigger application, select LinkedIn Lead Ads from the dropdown menu. Then, choose the event as ‘Lead Notification’. This setup ensures that every time a new lead comes in, Pabbly Connect will trigger the next action.

Click the ‘Connect’ button to link your LinkedIn account. You will have options to add a new connection or select an existing one. If this is your first time, choose ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your LinkedIn account.

• Once connected, select your sponsored account from the dropdown.
• Click ‘Save and Send Test Request’ to check if the connection is successful.

Now, you can test the trigger by submitting a lead form on your LinkedIn lead ads page. When you submit the form, return to Pabbly Connect to confirm that a response has been received, confirming that the trigger is functioning correctly.

4. Setting Up Action to Send PDF via WhatsApp

Next, you will set up the action step. Click the plus button to add an action application, and select WhatsApp Cloud API. Choose the event ‘Send Template Message’ for sending the PDF quotation.

Similar to the trigger setup, click on the ‘Connect’ button to link your WhatsApp account. Again, you have the option to add a new connection. You will need to enter the access token, phone number ID, and WhatsApp business account ID to establish this connection with Pabbly Connect.

To obtain these details, navigate to developers.facebook.com and create your Meta account if you haven’t already. Select your application from the dashboard and generate the necessary access token.

Once all required fields are filled, click ‘Save’ to complete the connection. Now, you can map the receiver’s phone number and other details necessary for sending the PDF quotation.

5. Finalizing the Workflow in Pabbly Connect

To finalize your workflow, you must fill in the details for the message to be sent. This includes mapping the receiver’s phone number from the LinkedIn lead notification response. Ensure the template ID corresponds to the PDF quotation template you have prepared.

After mapping all necessary fields, click the ‘Save and Send Test Request’ button to execute the workflow. This action will send the PDF quotation to the specified WhatsApp number, confirming that your automation is working.

Once the test request is successful, check your WhatsApp account to verify that the PDF quotation has been received. This demonstrates the seamless integration facilitated by Pabbly Connect, effectively automating the process of sending quotations to LinkedIn leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending PDF quotations to LinkedIn leads via WhatsApp. By following the steps outlined, you can efficiently manage your leads and enhance your business automation processes.