Send WhatsApp Messages to Instagram Leads Automatically

Learn how to send WhatsApp messages to Instagram leads automatically using Pabbly Connect. Step-by-step tutorial with precise instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To send WhatsApp messages to Instagram leads automatically, start by accessing Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly.

Visit the Pabbly website and sign in or create a free account. New users can sign up and explore the features with a free trial, which includes 100 tasks.

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 to start building your automation.

• Choose a name for your workflow, such as ‘Send WhatsApp Messages to Instagram Leads Automatically’.
• Select a folder to organize your workflow.
• Choose between the Beta or Classic versions for the workflow builder.

Once you have set the name and folder, click on the ‘Create’ button to proceed. This will open the workflow builder where you can set up triggers and actions.

3. Setting Up the Trigger for Instagram Leads

In the workflow builder, select a trigger event. For this integration, choose ‘Instagram Lead Ads’ as the trigger application and ‘New Lead’ as the event.

Connect your Instagram account by following the prompts. If your account is already linked to Pabbly Connect, select it from existing connections. Otherwise, create a new connection by entering your account credentials.

4. Adding Action to Send WhatsApp Messages

Now, add an action step to send WhatsApp messages. Choose Pabbly Connect as the action application and select ‘Send Template Message’ as the action event.

• Map the phone number field from the Instagram lead data.
• Select the message template you created earlier in Pabbly Chatflow.

Ensure you personalize your message by including the lead’s name using variables. This will make your communication more engaging and effective.

5. Testing the Integration

After setting up the trigger and action, it’s essential to test your integration. Create a test lead using the Meta testing tool to see if the WhatsApp message is sent successfully.

Once the test lead is generated, check your WhatsApp account to verify that the message appears as expected. This confirms that your automation is functioning correctly through Pabbly Connect.

Conclusion

In this tutorial, we explored how to send WhatsApp messages to Instagram leads automatically using Pabbly Connect. By following the steps outlined, you can enhance your business communication and engage leads effectively.