How to Use WhatsApp for Marketing of Tax Consultancy via Pabbly Connect

Learn how to effectively use Pabbly Connect to integrate WhatsApp Cloud API for marketing your tax consultancy through automated messaging. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for WhatsApp Marketing

To start using Pabbly Connect for your tax consultancy marketing, first, navigate to the Pabbly Connect dashboard. You can do this by visiting the official Pabbly website and signing up for a free account. Once you log in, you will be ready to create your first workflow.

After accessing the dashboard, click on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Facebook Lead Ads to WhatsApp’. This will help you easily identify the automation process you are about to set up.

2. Setting Up the Trigger with Facebook Lead Ads

In this section, you will set up the trigger to capture new leads from your Facebook Lead Ads. In the trigger window of Pabbly Connect, search for ‘Facebook Lead Ads’ and select it. Choose the ‘New Lead Instant’ trigger event, then click on connect.

• Select ‘Add New Connection’ to link your Facebook account.
• Choose the Facebook page running your lead ads.
• Select the lead generation form you created.

Once you have completed these steps, click on ‘Save and Send Test Request’. Pabbly Connect will now wait for a webhook response, indicating it is ready to receive lead data from Facebook.

3. Generating a Test Lead

To test the integration, you need to generate a test lead using the Facebook Lead Ads testing tool. Select your Facebook page and the corresponding form, then click on ‘Preview Form’ to fill out the required information. using Pabbly Connect

• Enter a dummy name, phone number, and email address.
• Submit the form to create a new test lead.

After submitting, return to your Pabbly Connect workflow. You should see the lead data captured in the trigger window, confirming that the integration is functioning correctly.

4. Sending WhatsApp Messages via WhatsApp Cloud API

Next, you will set up the action to send a WhatsApp message to your new lead. In the action window of Pabbly Connect, search for ‘WhatsApp Cloud API’ and select it. Choose the action event as ‘Send Template Message’ and click on connect.

To connect your WhatsApp Cloud API account, you will need your phone number ID, WhatsApp Business Account ID, and a permanent access token. Copy these details from your WhatsApp Cloud API dashboard and paste them into the respective fields in Pabbly Connect.

Select the template message you want to send. Map the mobile number of the lead from the trigger response. Attach your PDF document link as a header document URL.

After filling in all necessary details, click on ‘Save and Send Test Request’ to send the message. You should receive a confirmation response indicating that the WhatsApp message was successfully sent to the lead.

5. Conclusion: Automating Your Tax Consultancy Marketing

In conclusion, using Pabbly Connect to automate WhatsApp messaging for your tax consultancy can greatly enhance your marketing efforts. By integrating Facebook Lead Ads with WhatsApp Cloud API, you can efficiently nurture leads and convert them into clients.

Each time a new lead is generated, they will automatically receive a WhatsApp message with your service details, ensuring timely communication and improved customer engagement. This automation not only saves you time but also helps in building a professional relationship with potential clients.