Learn how to automate sharing your real estate brochure PDF with Facebook leads on WhatsApp using Pabbly Connect. Step-by-step tutorial included. 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. Setting Up Pabbly Connect for Automation

Pabbly Connect is the central platform that allows you to automate sending your real estate brochure PDF to Facebook leads via WhatsApp. To get started, access the Pabbly Connect dashboard. You can do this by visiting Pabbly Connect and signing up for a free account, which gives you 100 free automation tasks each month.

Once logged in, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send Real Estate Property Brochure on WhatsApp’, and click on ‘Create’. This sets the stage for integrating Facebook with WhatsApp through Pabbly Connect.

2. Setting Up Facebook Lead Ads Trigger

In this step, you will set up the trigger that will initiate the automation. Select ‘Facebook Lead Ads’ as the trigger application within Pabbly Connect. This trigger checks for new leads every 10 minutes.

  • Choose the trigger event as ‘New Lead Instant’.
  • Connect your Facebook account and select the page where your lead ad is running.
  • After saving the connection, test it to ensure it captures lead data.

This process ensures that every time a lead submits their information via Facebook, the workflow is activated, allowing Pabbly Connect to handle the next steps seamlessly.

3. Generating a Test Lead

After setting up the trigger, you need to generate a test lead to ensure the integration works correctly. Use the Facebook Lead Ads testing tool to submit dummy lead information.

Fill in the fields with a name, email, and WhatsApp number, then submit the form. Once submitted, check back in Pabbly Connect to see if the lead data has been captured successfully. You should see the lead’s details, including the name and WhatsApp number, confirming that the trigger is functioning properly.

4. Connecting to WhatsApp Cloud API

Next, you will connect to the WhatsApp Cloud API through Pabbly Connect. This is crucial as it allows you to send messages to the leads captured from Facebook. Select ‘WhatsApp Cloud API’ as the action application.

  • Choose the action event as ‘Send Template Message’.
  • Connect your WhatsApp Cloud API account by entering your permanent access token, phone number ID, and business account ID.
  • Map the WhatsApp number from the previous step to send the message.

This connection is essential for automating the message delivery process through Pabbly Connect, ensuring that your leads receive their brochures promptly.

5. Sending the Brochure via WhatsApp

Now that you have connected to the WhatsApp Cloud API, it’s time to send the brochure. You will need to create a message template in your WhatsApp Cloud API setup that includes dynamic fields for personalization.

In the message template, specify the header document URL for the brochure PDF, and fill in the body fields with the recipient’s name, your business name, and your website address. Once everything is set, test the connection by sending a WhatsApp message to the dummy lead.

After clicking ‘Save and Send Test Request’, check your WhatsApp to confirm that the message has been received with the attached brochure. This finalizes the automation process using Pabbly Connect, allowing you to send brochures to all future leads automatically.

Conclusion

By following this detailed tutorial, you can effectively use Pabbly Connect to automate sending your real estate brochure PDF to Facebook leads via WhatsApp. This integration streamlines your marketing efforts and enhances communication with potential clients.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.