Learn how to automate sending WhatsApp messages to Facebook leads for your biotechnology company using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Introduction to Automating WhatsApp Messages with Pabbly Connect
In this tutorial, we will explore how to send WhatsApp messages to Facebook leads using Pabbly Connect. This automation is particularly beneficial for biotechnology companies looking to streamline their communication with potential clients. By integrating Facebook Lead Ads with WhatsApp Cloud API through Pabbly Connect, you can ensure timely follow-ups with leads.
To start, you will need a Pabbly Connect account. If you are not yet a user, you can sign up for free and get access to 100 tasks each month. Once you have your account, we will create a workflow that connects Facebook Lead Ads to WhatsApp Cloud API.
2. Setting Up Your Workflow in Pabbly Connect
To begin automating your WhatsApp messages, log into your Pabbly Connect account. On the dashboard, click the ‘Create Workflow’ button located at the top right corner. In the dialog box that appears, name your workflow, for example, ‘Bio Plus Facebook Lead Ads to WhatsApp Message’ and select a folder for organization.
- Click ‘Create’ to initiate the workflow.
- Select Facebook Lead Ads as your trigger application.
- Choose ‘New Lead Instant’ as the trigger event.
After selecting your trigger, you will need to connect your Facebook account to Pabbly Connect. Click on the ‘Connect’ button and then select ‘Add New Connection’ to link your Facebook Lead Ads account. Choose the specific Facebook page and lead form you want to use for the integration.
3. Testing the Facebook Lead Trigger in Pabbly Connect
Once your trigger is set up, it’s crucial to test it to ensure everything works correctly. After connecting your Facebook account, click on ‘Save and Send Test Request’. At this point, Pabbly Connect will wait for a webhook response, indicating that it is ready to capture new leads.
To generate a test lead, navigate to the Meta for Developers site and use the Lead Ad Testing Tool. Select your Facebook page and lead form, enter dummy data, and submit the lead. Once the lead is submitted, return to Pabbly Connect to verify that the response has been captured successfully.
- Ensure that you see the full name, email, and phone number in the response.
- Confirm that the lead information matches what you submitted.
With the successful capture of lead details, you are now ready to move on to the action step of sending WhatsApp messages using Pabbly Connect.
4. Configuring WhatsApp Cloud API in Pabbly Connect
Now that the trigger is set and tested, it’s time to configure the action application. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. Click the ‘Connect’ button and select ‘Add New Connection’ to link your WhatsApp Cloud API account.
You will need to enter your WhatsApp Cloud API details, including the temporary access token, phone number ID, and WhatsApp business account ID. To find these details, access your WhatsApp Cloud API account on Meta for Developers. Copy and paste the required information into Pabbly Connect and click ‘Save’.
Select the message template you created in WhatsApp Cloud API. Map the recipient’s mobile number and the variable fields in your message. Test the message to ensure it is sent correctly.
By mapping the recipient’s phone number from the lead data captured earlier, you ensure that each new lead receives a personalized WhatsApp message, thus enhancing user engagement.
5. Final Testing and Automation Confirmation with Pabbly Connect
After configuring the WhatsApp Cloud API, it’s essential to test the entire automation. To do this, return to the Lead Ad Testing Tool and delete the previous test lead. This step is necessary to create a new lead for testing purposes.
Once you have deleted the old lead, submit a new test lead with your actual phone number. After submitting, check your WhatsApp for the message sent via Pabbly Connect. The message should reflect the template you set up, including the personalized variable for the lead’s name.
Verify that the message content is accurate and personalized. Ensure that the automation works seamlessly without any errors.
With successful testing, your automation is now complete! You can now send WhatsApp messages to new leads automatically, enhancing your communication strategy for your biotechnology company.
Conclusion
In this tutorial, we demonstrated how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. By integrating Facebook Lead Ads with WhatsApp Cloud API, biotechnology companies can efficiently engage with leads. This process not only saves time but also improves communication effectiveness.
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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