How to Send WhatsApp Messages to Facebook Leads Using Pabbly Connect

Learn to automate WhatsApp messages to Facebook leads for your SaaS product using Pabbly Connect in this detailed tutorial. 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 Integration

To automate sending WhatsApp messages to Facebook leads for your SaaS product, you will first need to access Pabbly Connect. Go to the Pabbly website and sign in to your account. If you’re a new user, you can sign up for a free account, which offers 100 free tasks every month.

Once logged in, you will see the ‘All Apps’ window. Select Pabbly Connect by clicking on ‘Access Now’ to open the dashboard. Here, you can create a workflow that will facilitate the integration between WhatsApp and Facebook Lead Ads.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, to set up the automation process, click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for a workflow name. Enter a name like ‘Innova Tech Facebook Lead Ads to WhatsApp’ and select a folder to save this workflow.

• Choose a descriptive name for your workflow.
• Select an existing folder or create a new one for organization.
• Click ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two windows labeled ‘Trigger’ and ‘Action’. The trigger will initiate the automation process, and the action will define what happens when the trigger is activated.

3. Setting Up the Trigger in Pabbly Connect

For this integration, the trigger application will be Facebook Lead Ads. Click on the arrow in the trigger window to select the application. Choose ‘Facebook Lead Ads’ as the trigger application and select ‘New Lead’ as the trigger event. This means every time a new lead is generated, Pabbly Connect will capture the response.

Next, click on ‘Connect’ to link Facebook Lead Ads with Pabbly Connect. A new window will pop up, prompting you to add a new connection. Click on ‘Add New Connection’ and authorize the connection with your Facebook account. After successful authorization, select the Facebook page and lead generation form associated with your business.

• Select your Facebook page for which leads will be captured.
• Choose the lead generation form you created for your ads.
• Click ‘Save and Send Test Request’ to verify the connection.

After saving, Pabbly Connect will wait for a webhook response, indicating that the trigger setup is complete.

4. Configuring the Action in Pabbly Connect

Now that the trigger is set, it is time to configure the action. Click on the arrow in the action window to select the action application. Choose ‘WhatsApp Cloud API’ as the action application and select ‘Send Template Message’ as the action event. This configuration allows Pabbly Connect to send a WhatsApp message to the lead captured from Facebook.

Click on ‘Connect’ to authorize WhatsApp Cloud API with Pabbly Connect. A new window will appear, prompting you to add a new connection. Enter the required details such as the token, mobile number ID, and WhatsApp business account ID, which you can retrieve from your API setup.

Copy the temporary access token from your WhatsApp Cloud API. Paste the mobile number ID and WhatsApp business account ID as well. Click ‘Save’ to complete the connection setup.

After saving, select your message template and the recipient’s mobile number. Map the data from the previous trigger step to ensure the WhatsApp message is sent correctly.

5. Testing the Integration in Pabbly Connect

With the integration configured, it’s time to test it. Submit a test lead through the Facebook Lead Ads testing tool. After submitting, return to Pabbly Connect to check if the lead response has been captured successfully. You should see the details of the lead, including the name, email, and phone number.

If the data is captured, proceed to send the test message using the WhatsApp Cloud API. Replace any dummy mobile numbers with your actual WhatsApp number so that you can receive the message. Click on ‘Save and Send Test Request’ to trigger the WhatsApp message.

Make sure to check your WhatsApp for the message. Confirm that the message template sends the correct information. Repeat the test if necessary to ensure functionality.

Once confirmed, you have successfully set up the automation between Facebook Lead Ads and WhatsApp using Pabbly Connect. This integration will now automatically send WhatsApp messages to new leads generated through your Facebook ads.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send automated WhatsApp messages to Facebook leads for your SaaS product. By following the steps outlined, you can seamlessly integrate these platforms and enhance your lead communication.