Learn how to automate sending product updates via WhatsApp for your Facebook leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin sending product updates via WhatsApp for Facebook Lead Ads leads, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabby.com and signing into your account. For new users, you can sign up for a free account which provides 100 tasks monthly.
Once logged in, navigate to the Pabbly apps page and select Pabbly Connect. Here you will find your dashboard where you can manage workflows. To create a new workflow, click on the ‘Create Workflow’ button. This will enable you to set up the integration between Facebook Lead Ads and WhatsApp Cloud API.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, you will need to create a new workflow specifically for sending product updates. Choose the new beta workflow builder for a modern experience. Name your workflow something descriptive, like ‘Send Product Updates via WhatsApp for Facebook Lead Ads Leads’.
Next, select a folder for your workflow. For this integration, you can create a folder named ‘Facebook Lead Automations’. After selecting the folder, click on ‘Create’. This will set up your workflow environment where you can define triggers and actions.
- Name your workflow appropriately.
- Select the folder for organization.
- Click ‘Create’ to finalize the setup.
Now that your workflow is created, you will see a box prompting you to choose a trigger application. For this integration, select Facebook Lead Ads as your trigger application.
3. Configuring the Trigger for Facebook Lead Ads
In the trigger settings, select the event as ‘New Lead’. This means that every time a new lead is captured from your Facebook Lead Ads, it will trigger the workflow. Click on ‘Connect’ to establish a connection with your Facebook account.
If you don’t have an existing connection, you will need to create one. Click on ‘Add New Connection’ and log in to your Facebook account. Ensure that you authorize the connection to allow Pabbly Connect to access your lead data.
- Select ‘New Lead’ as the trigger event.
- Log into your Facebook account to connect.
- Authorize Pabbly Connect for lead access.
Once connected, you will need to specify the Facebook page and lead form that you are using. This will ensure that Pabbly Connect captures the correct leads for your automation.
4. Setting Up the Action to Send WhatsApp Messages
After configuring your trigger, the next step is to set up the action application. In this case, you will select WhatsApp Cloud API as the action application. Choose the action event as ‘Send Template Message’. This will allow you to send predefined messages to your leads via WhatsApp. using Pabbly Connect
Click on ‘Connect’ to establish a connection with WhatsApp Cloud API. If you do not have an existing connection, you will need to create one by entering your WhatsApp Business ID, phone number ID, and access token. You can generate the access token through the WhatsApp API setup on the Meta for Developers platform.
Select ‘Send Template Message’ for the action event. Enter WhatsApp Business ID and phone number ID. Generate and enter access token from Meta for Developers.
Once the connection is established, you can map the phone number of the lead from the previous response. This ensures that each lead receives the product update directly to their WhatsApp number.
5. Testing the Integration for Functionality
With your workflow set up, it’s crucial to test the integration to ensure everything is functioning correctly. Begin by submitting a test lead through your Facebook Lead Ads form. This will trigger the workflow you created in Pabbly Connect.
After submitting the lead, return to Pabbly Connect to check if the response has been captured successfully. You should see the lead’s details appear in your workflow. If the connection is successful, you will also receive a WhatsApp message containing the product update.
Submit a test lead through your Facebook form. Check for captured response in Pabbly Connect. Verify receipt of WhatsApp message with product update.
This testing phase ensures that your automation is working as intended, allowing you to send product updates seamlessly to your leads via WhatsApp.
Conclusion
In this tutorial, we learned how to automate sending product updates via WhatsApp for Facebook Lead Ads leads using Pabbly Connect. By integrating Facebook Lead Ads with WhatsApp Cloud API, you can efficiently manage your leads and keep them informed about your products. This automation not only saves time but also enhances communication with your customers.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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