Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start the integration of WhatsApp with Facebook leads, first, access Pabbly Connect. Open a new tab and type the URL: pabbly.com/connect. This will take you to the Pabbly homepage.

If you are a new user, click on “Sign Up Free” to create an account. This allows you to explore the features of Pabbly Connect with 100 free tasks every month. Existing users should click on “Sign In” to access their accounts. Once logged in, navigate to the Pabbly Connect app to begin creating your integration workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the “Create Workflow” button. You will be prompted to select a workflow builder. Choose the “Beta” option for a more modern experience.

  • Enter a workflow name, such as “Send WhatsApp Messages to Facebook Leads”.
  • Select the folder for better organization.
  • Click on the “Create” button to finalize your workflow setup.

Once created, you will see options for adding triggers. A trigger is the event that starts your workflow. In this case, select “Facebook Lead Ads” as your trigger application to initiate the integration when a new lead is received.

3. Setting Up Facebook Lead Ads Trigger

To set up the trigger, click on the “Add Trigger” button and choose “New Lead Instant” as the app event. Click on the “Connect” button to establish a connection with Facebook Lead Ads.

You will need to create a new connection by clicking on the “Add New Connection” option. Follow the prompts to log in to your Facebook account and select the specific Facebook page, like “Magic Makers”, and the form you want to use, such as “New Leads”.

  • Select the page from your Facebook account.
  • Choose the form under that page for lead collection.
  • Click “Save and Send Test Request” to confirm the connection.

After saving, you will be prompted to test the connection by submitting a lead through the Facebook Lead Ads form. This will ensure that Pabbly Connect successfully receives the data from Facebook.

4. Sending WhatsApp Messages Using Pabbly Connect

With the trigger set up, the next step is to send WhatsApp messages. Choose “WhatsApp Cloud API” as your action app. Select “Send Template Message” as the app event and click on “Connect” to build a new connection.

To establish this connection, you will need your WhatsApp business account ID, phone number ID, and access token. These can be obtained from your WhatsApp Cloud API setup page. Once you have entered these details, click “Save” to connect.

  • Map the receiver’s phone number from the Facebook lead data.
  • Select the template ID for the message you want to send.
  • Enter the necessary dynamic fields such as first name, last name, and email.

After setting up the message, click “Save and Send Test Request” to verify that the WhatsApp message is sent successfully. You should see the message appear in your WhatsApp account shortly after.

5. Storing Data in Google Sheets and Zoho CRM

Next, you will want to store the lead information in Google Sheets and Zoho CRM. First, select “Google Sheets” as your action app and choose “Add New Row” as the app event.

Click on “Connect” and either sign in with your Google account or use an existing connection. Choose the spreadsheet where you want to save the lead data, such as “Facebook Leads”. Map the fields accordingly to ensure all necessary information is captured.

  • Map the full name by combining first and last names.
  • Map other details like email and phone number.
  • Click “Save and Send Test Request” to confirm data is saved.

Finally, repeat a similar process for Zoho CRM by selecting it as your action app and choosing “Create Contact”. Enter the required domain, map the lead details, and click “Save and Send Test Request”. Verify that the lead appears correctly in your Zoho CRM account.

Conclusion

This tutorial demonstrated how to effectively integrate WhatsApp with Facebook leads using Pabbly Connect. By automating the process, businesses can ensure instant communication, efficient data management, and improved lead conversion rates.