Learn how to automate sending welcome messages to Facebook leads on WhatsApp using Pabbly Connect. Follow our 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 for Facebook WhatsApp Integration
To send welcome messages to Facebook leads on WhatsApp, you will first need to access Pabbly Connect. This powerful automation tool allows you to create workflows that connect various applications seamlessly. Start by signing up for a free account on Pabbly Connect, which can be done in just a couple of minutes.
Once you have created your account, log in to your dashboard. Click on the blue button labeled ‘Create Workflow’ to initiate the setup process. You can name your workflow something like ‘Send Welcome Message on WhatsApp to Facebook Leads’. This name will help you easily identify your workflow later.
2. Setting Up Trigger Event in Pabbly Connect
The next step involves setting up the trigger event in Pabbly Connect. For this automation, select the trigger event as ‘New Lead’ from the Facebook Lead Ads application. This event will activate the workflow whenever a new lead submits their information through your Facebook lead generation form.
- Choose Facebook Lead Ads as the application.
- Select the trigger event as ‘New Lead’.
- Connect your Facebook account by clicking on ‘Connect’.
After connecting your Facebook account, you will need to select the specific Facebook page and lead form from which you want to capture leads. Once selected, click on the ‘Save and Send Test Request’ button to verify that the connection is working correctly.
3. Configuring WhatsApp Integration with Pabbly Connect
After setting up the Facebook trigger, the next step is to configure the WhatsApp integration using Pabbly Connect. You will use the Interact application for this purpose, which facilitates access to the WhatsApp Cloud API. Begin by selecting Interact as your action application.
To connect Interact, click on ‘Connect’ and add a new connection. You will be prompted to enter a secret key from your Interact account. Once connected, you need to provide the recipient’s phone number and the template code for the message you want to send. Make sure to map the phone number field from the Facebook lead data.
- Select the action event as ‘Send Message’.
- Paste the WhatsApp template code you created earlier.
- Map the required fields such as customer name and company name.
After filling out all necessary fields, click on ‘Save and Send Test Request’ to ensure that the WhatsApp message is sent successfully to the lead.
4. Testing the Integration with Pabbly Connect
Once you have configured both Facebook and WhatsApp integrations in Pabbly Connect, it’s time to test the entire workflow. To do this, go back to your Facebook lead generation form and submit a test lead. Ensure that the information provided matches the fields you have mapped in your Pabbly Connect workflow.
After submitting the test lead, return to your Pabbly Connect dashboard to check if the response is recorded. You should see the details of the submitted lead, including their name, email, and phone number. If everything is set up correctly, you will receive a WhatsApp message on the specified number shortly after the test submission.
5. Finalizing and Automating Your Workflow with Pabbly Connect
After successful testing, you can finalize your automation in Pabbly Connect. This automation will now run in the background, sending welcome messages to every new lead that submits the Facebook form. You can close Pabbly Connect and let the automation work without any further intervention.
Moreover, this workflow can be adapted for other platforms like Google Ads or LinkedIn Ads by simply changing the trigger application in Pabbly Connect. This flexibility allows you to automate your communications across different channels with ease.
By implementing this integration, you not only enhance your customer engagement but also streamline your lead management process, saving you significant time and effort.
Conclusion
In this tutorial, we explored how to send welcome messages to Facebook leads on WhatsApp using Pabbly Connect. By automating this process, you can ensure timely communication with your leads, enhancing engagement and improving customer satisfaction. Start using Pabbly Connect today to streamline your workflows and boost your business efficiency.
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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