Save Facebook Leads Automatically & Send WhatsApp Messages

Learn how to automate saving Facebook leads to Google Sheets and sending WhatsApp messages using Pabbly Connect. Step-by-step guide included! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of saving Facebook leads automatically and sending WhatsApp messages, access Pabbly Connect by visiting its website. This platform allows you to integrate various applications seamlessly.

Once on the homepage, you have two options: sign in if you already have an account or sign up for free if you’re a new user. Signing up gives you access to 100 free tasks every month, allowing you to practice and explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and select the modern workflow builder. You will then need to name your workflow, such as ‘Save Facebook Leads to Google Sheets and Send WhatsApp Messages’.

• Click on ‘Add Trigger’ to start the integration process.
• Choose ‘Facebook Lead Ads’ as your trigger app.
• Select ‘New Lead Instant’ as the app event.

Once you complete these steps, you will be prompted to connect your Facebook account with Pabbly Connect. Ensure that you are logged into your Facebook account to proceed seamlessly.

3. Testing Facebook Lead Submission

With the trigger set up in Pabbly Connect, it’s time to test the integration. Navigate to the Facebook Lead Ads testing tool and select the page and form you want to use. Fill out the form with the required information, such as name, email, phone number, and city, and submit it.

After submitting the form, return to Pabbly Connect to check if the lead data has been captured correctly. You should see a positive response indicating that the new lead has been successfully retrieved from Facebook.

4. Saving Data to Google Sheets

Now that the lead data is captured, the next step is to save this information to Google Sheets using Pabbly Connect. Click on ‘Add New Action Step’ and select ‘Google Sheets’ as your action app.

• Choose ‘Add New Row’ as the action event.
• Connect your Google account and select the spreadsheet where you want to save the leads.
• Map the fields from the Facebook lead to the corresponding columns in Google Sheets.

Once you have mapped the fields, click on ‘Save and Send Test Request’ to verify that the data is correctly saved in your Google Sheets. You should see a confirmation that the data has been added successfully.

5. Sending WhatsApp Messages

Finally, to complete the automation, you will set up the action to send WhatsApp messages. In Pabbly Connect, click on ‘Add New Action Step’ and select ‘WhatsApp Cloud API’ as your action app.

Choose ‘Send Template Message’ as the action event. Connect your WhatsApp Cloud API account by entering the necessary credentials such as the access token and phone number ID. Map the recipient’s phone number and the message template to the corresponding fields.

Once everything is set up, click on ‘Save and Send Test Request’ to send a test WhatsApp message. Check your WhatsApp application to confirm that the message has been received successfully.

Conclusion

This tutorial demonstrated how to automate the process of saving Facebook leads automatically and sending WhatsApp messages using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and enhance customer engagement.