This WhatsApp Automation Saves Every Lead Automatically (INSANE!)

Learn how to automate WhatsApp messages and store leads in Google Sheets using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your WhatsApp messages and storing leads in Google Sheets, the first step is to access Pabbly Connect. Open a new tab and visit Pabbly.com/connect. Here, you can either sign up for a free account or log in if you are an existing user.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Access Now’ button to enter the automation workspace. You’ll find options to create a new workflow. Select the ‘Create Workflow’ button to begin setting up your automation.

2. Setting Up Trigger in Pabbly Connect

The next step is to set up the trigger for your workflow. In this case, you want to select Facebook Lead Ads as your trigger application. Click on the dropdown menu and choose ‘Facebook Lead Ads’. using Pabbly Connect

• Select ‘New Lead Instant’ as the event.
• Click on ‘Connect’ to establish a connection.
• Choose ‘Add New Connection’ to create a new link with your Facebook account.

After connecting your Facebook account, select the page and form associated with your leads. Once this is established, you can test the connection to ensure it’s working correctly.

3. Sending WhatsApp Messages Using Pabbly Connect

Now that your trigger is set, it’s time to configure the action step to send WhatsApp messages. Select Pabbly Chatflow as the action application. Choose the event as ‘Send Text Message’.

• Click ‘Connect’ and choose ‘Add New Connection’.
• Enter the API token from your Pabbly Chatflow account.
• Map the recipient’s WhatsApp number from the previous step.

After mapping, insert the message content you want to send. Utilize dynamic fields from the Facebook lead data to personalize your message. This setup ensures that each lead receives a tailored response.

4. Storing Leads in Google Sheets Using Pabbly Connect

To store the leads captured from Facebook in Google Sheets, you will again use Pabbly Connect. Select Google Sheets as your action application and choose ‘Add New Row’ as the event.

Click ‘Connect’ and select ‘Add New Connection’. Authorize your Google account to allow access. Map the fields from the Facebook lead data to the corresponding columns in your Google Sheet.

Once all fields are mapped correctly, click ‘Save & Send Test Request’. This will add a new row in your Google Sheet with the lead details, confirming that the integration is successful.

5. Finalizing Your Automation in Pabbly Connect

After successfully setting up your workflow, make sure to enable the toggle to activate your automation. This is crucial; without enabling it, your workflow will not function.

Additionally, review your workflow to ensure all connections are properly configured. You can also test the entire process by submitting a new lead from Facebook to see if the WhatsApp message is sent and the details are stored in Google Sheets.

With Pabbly Connect, you can automate not just WhatsApp messages but a wide range of applications, enhancing your business efficiency. Feel free to explore more integrations to maximize your workflow automation.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages and store leads in Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.