Learn how to automate sending PDFs via WhatsApp for new Instagram leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin the process of sending PDFs via WhatsApp, we first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in to your account. If you are a new user, you can create a free account and get 100 free tasks each month.

Once you are signed in, you will see the Pabbly Connect dashboard. From here, locate the option to create a new workflow. This is essential for setting up the automation that will send WhatsApp messages with PDF attachments whenever a new lead is generated from Instagram lead ads.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow named ‘Send PDF via WhatsApp to New Instagram Leads’ using Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner and enter the workflow name. Next, select a folder to save your workflow, such as ‘WhatsApp Automations.’ After filling in these details, click on the ‘Create’ button.

  • Workflow Name: Send PDF via WhatsApp to New Instagram Leads
  • Folder: WhatsApp Automations

Now that the workflow is created, you will see two main sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, we will set the trigger to be a new lead from Instagram lead ads.

3. Setting the Trigger for Instagram Lead Ads

To set up the trigger, select ‘Instagram Lead Ads’ as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead Instant’. This means that whenever a new lead is generated, Pabbly Connect will capture the response automatically.

Next, click on the ‘Connect’ button to link your Instagram account with Pabbly Connect. You will need to authorize the connection by logging into your Facebook account, as Instagram lead ads are connected to your Facebook page. After successful authorization, select the Facebook page and the lead form associated with your Instagram ads.

  • Select Facebook Page: Peak Performance Physio
  • Select Lead Form: New Instagram Lead

After selecting the necessary details, click on the ‘Save and Send Test Request’ button. This will allow you to verify that the connection is working properly and that Pabbly Connect is capturing the leads as intended.

4. Configuring Action Step for WhatsApp Messaging

Now that the trigger is set, it’s time to configure the action step using Pabbly Connect to send a WhatsApp message. Select ‘WhatsApp Cloud API’ as your action application and choose the action event as ‘Send Template Message’. This step is crucial for sending the PDF file to the leads captured from Instagram.

Click on the ‘Connect’ button to link WhatsApp Cloud API with Pabbly Connect. You will need to provide your WhatsApp Business Account details, including the token, phone number ID, and WhatsApp Business Account ID. These details can be obtained from your WhatsApp Cloud API setup.

Token: [Your WhatsApp Token] Phone Number ID: [Your Phone Number ID] WhatsApp Business Account ID: [Your Business Account ID]

After providing these details, select the message template you created in WhatsApp Cloud API to send to your leads. Ensure that you map the recipient’s mobile number and any other variables needed for the message.

5. Testing the Automation

Once everything is set up in Pabbly Connect, it’s time to test the automation. Generate a test lead using the lead ad testing tool from Facebook. Fill in the required details, such as name, email, and phone number, and submit the form to create a new lead.

After generating the lead, check your WhatsApp to see if you received the PDF message. If the setup is correct, you will receive a WhatsApp message containing the PDF file as an attachment. This confirms that the automation between Instagram lead ads and WhatsApp is working seamlessly through Pabbly Connect.

This entire process showcases how Pabbly Connect can help automate tasks efficiently, allowing businesses to save time and enhance customer engagement through instant communication.

Conclusion

In this tutorial, we explored how to automate sending PDFs via WhatsApp for new Instagram leads using Pabbly Connect. This integration allows businesses to streamline their communication and improve customer service efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.