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New Meta Lead? Send a WhatsApp Follow-Up Automatically

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Meta Leads

To automate WhatsApp follow-ups for new Meta leads, you need to set up Pabbly Connect. This platform serves as the integration hub between your Meta leads and WhatsApp. Start by logging into your Pabbly Connect account.

Once logged in, navigate to the “Connect” option. Here, you will need to connect your Facebook Ads account to Pabbly Connect. Follow these steps:

Click on the “Connect” button.
Select “Facebook Ads” from the list of integrations.
Log in to your Facebook account and select the page you want to connect.
Choose the lead form you have created for your ads.

After completing these steps, you will see a message indicating that the connection is successful. This will allow Pabbly Connect to capture new leads generated from your Meta ads.

2. Creating a New Lead in Meta

After setting up Pabbly Connect, the next step is to create a new lead in Meta. This process is crucial as it triggers the automation you just set up. Ensure you have your lead form ready in Facebook Ads.

To create a new lead, fill out the lead form with the following details:

Name: Best Customer
Email: [email protected]
Phone Number: +1234567890
City: Indore

Once you submit the form, Pabbly Connect will automatically capture this information. The data will be available for the next step in your automation workflow.

3. Sending WhatsApp Message Using Pabbly Chatbot

To send an automated WhatsApp message to the new lead, you will need to use Pabbly Chatbot integrated with Pabbly Connect. This step is essential for ensuring timely follow-ups with your leads.

Here’s how to set it up:

Go to the “Connect” section in Pabbly Connect.
Select “Pabbly Chatbot” as your messaging platform.
Input your Chatbot API key found in the settings.
Use the phone number captured from the previous step to send the message.

After configuring these settings, you can draft the message you want to send. For example, “Hello Best Customer, thank you for your interest!” This message will be sent automatically via WhatsApp to the new lead.

4. Testing the Integration

After setting up the automation, it is crucial to test the integration to ensure everything works seamlessly. This step will confirm that Pabbly Connect is effectively capturing leads and sending WhatsApp messages.

To test the integration:

Create another new lead in Meta with the same details.
Check if Pabbly Connect captures this lead.
Verify that the WhatsApp message is sent to the provided number.

If you receive the message on WhatsApp, your integration is successful! This automated process will now work for every new lead generated through your Meta ads.

5. Conclusion

Using Pabbly Connect, you can automate WhatsApp follow-ups for new Meta leads efficiently. This integration enhances your lead management process by ensuring timely communication, which can significantly increase conversion rates.

By following the steps outlined in this tutorial, you can set up your automation without any technical skills. Start using Pabbly Connect today to streamline your business processes and improve customer engagement.