Learn how to integrate WhatsApp and Facebook leads for your fintech startup using Pabbly Connect. Step-by-step guide to automate WhatsApp messages. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for WhatsApp Integration
To send WhatsApp messages to Facebook leads, you must first access Pabbly Connect. This platform allows you to automate workflows seamlessly. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and receive 100 free tasks every month.
Once logged in, navigate to the Pabbly Connect dashboard. Here, click on the ‘Access Now’ button to enter the main interface. This is where you will create a workflow to integrate Facebook Lead Ads with WhatsApp Cloud API.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, the next step is to create a workflow for automating WhatsApp messages. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for example, ‘FX WhatsApp Message to Facebook Lead’.
- Name your workflow according to your preference.
- Select a folder to save your workflow.
- Click ‘Create’ to finalize the workflow setup.
After creating the workflow, you will see two sections labeled ‘Trigger’ and ‘Action’. The trigger is essential as it initiates the process whenever a new lead is generated from Facebook Lead Ads.
3. Setting Up the Trigger with Facebook Lead Ads
The trigger in this workflow will be Facebook Lead Ads. Click on the arrow in the trigger section to select Facebook Lead Ads as your trigger application. Choose the event ‘New Lead Instant’ to capture leads automatically.
Once you select the trigger event, click on ‘Connect’. If you have not connected Facebook to Pabbly Connect before, you will need to create a new connection. Make sure you are logged into your Facebook account in another tab for a smoother connection process.
- Authorize Pabbly Connect to access your Facebook account.
- Select the business page linked to your leads.
- Choose the lead generation form you created.
After saving these settings, you will need to test the connection by generating a test lead from Facebook, ensuring that Pabbly Connect captures the lead details accurately.
4. Setting Up the Action Step with WhatsApp Cloud API
Now that the trigger is set, it’s time to configure the action step using WhatsApp Cloud API. In the action section, select WhatsApp Cloud API as your action application. The event here will be ‘Send Template Message’ to forward the WhatsApp message to the new lead.
Click on ‘Connect’ to link the WhatsApp Cloud API with Pabbly Connect. You will need to input your WhatsApp API details, including the temporary access token, phone number ID, and WhatsApp business account ID. These can be found in your WhatsApp Cloud API settings.
Copy the temporary access token and paste it into Pabbly Connect. Input the phone number ID and WhatsApp business account ID accordingly. Select the message template you created for WhatsApp messages.
Once all details are filled, map the recipient’s mobile number and name dynamically from the previous step. This ensures that the WhatsApp message is personalized for each lead.
5. Testing the Integration and Finalizing
After setting up both the trigger and action steps, it’s crucial to test the entire integration. Generate another test lead using the Facebook lead ads testing tool. Ensure that the WhatsApp message is sent to the specified mobile number.
Check your WhatsApp account to confirm that the message arrives correctly. The message should include the personalized details of the lead, confirming that the integration works smoothly through Pabbly Connect.
Once confirmed, your automation is complete! You can now automatically send WhatsApp messages to any new lead generated by Facebook ads, enhancing your communication strategy for your fintech startup.
Conclusion
Using Pabbly Connect, you can effectively automate sending WhatsApp messages to Facebook leads for your fintech startup. This integration streamlines your communication process and enhances lead engagement.
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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