How to Send WhatsApp Messages to Leads in Stackby Using Pabbly Chatflow

Learn how to send WhatsApp messages to leads in Stackby using Pabbly Connect and Pabbly Connect with this detailed step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages to leads in Stackby, you first need to access Pabbly Connect. This platform allows you to automate tasks between applications seamlessly. Start by visiting Pabbly Connect at pabby.com/connect.

If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can simply sign in. Once logged in, you will see the dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. Name your workflow, for example, ‘Send WhatsApp Messages to Leads in Stackby’.

• Select a folder to save your workflow.
• Choose the trigger application as Facebook Lead Ads.
• Set the trigger event to ‘New Lead Instant’.

With these steps, you have set up the initial part of your automation process using Pabbly Connect. This will allow you to capture new leads as they come in from Facebook.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect your Facebook Lead Ads with Pabbly Connect, click on the ‘Connect’ button next to the selected trigger. You will be prompted to create a new connection, where you need to authenticate your Facebook account.

After successful authentication, select the Facebook page and lead generation form you wish to use. Click on ‘Save and Send Request’ to test the connection. This will allow Pabbly Connect to receive lead data automatically whenever a new lead is generated.

4. Adding Leads to Stackby Using Pabbly Connect

Once the trigger is set, the next step is to add the lead details to Stackby. Select Stackby as the action application in Pabbly Connect. Choose the action event as ‘Create a Record’ to add the new lead information to your Stackby table.

• Map the lead’s name, email, phone number, and other details from the trigger response.
• Select the appropriate workspace and table in Stackby.

After mapping the data, click on ‘Save and Send Request’. This action will automatically create a new record in Stackby with the lead details captured from Facebook.

5. Sending WhatsApp Messages with Pabbly Chatflow

The final step involves sending a WhatsApp message to the lead using Pabbly Chatflow. In Pabbly Connect, add another action step and select Pabbly Chatflow as your action application. Choose the action event as ‘Send Template Message’.

Connect your Pabbly Chatflow account by entering the API token. Map the recipient’s phone number and select the message template you created earlier. Ensure the template is approved in your Pabbly Chatflow account for it to work.

Conclusion

In this tutorial, we explored how to send WhatsApp messages to leads in Stackby using Pabbly Connect and Pabbly Chatflow. By following the steps outlined, you can automate your lead communication effectively, ensuring timely responses and better lead management.