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Using Pabbly Connect to Market Your Tax Consultancy via WhatsApp

Learn how to integrate WhatsApp with your Tax Consultancy using Pabbly Connect for effective marketing. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your Tax Consultancy

To begin using Pabbly Connect for marketing your tax consultancy, first, navigate to the Pabbly website. Create an account by clicking on the ‘Sign Up for Free’ option. Once registered, log in to your account to access the dashboard.

After logging in, locate the Pabbly Connect option in the ‘All Apps’ section. Click on it to open the integration dashboard where you can start creating workflows to connect your applications.

2. Creating a Workflow in Pabbly Connect

In this section, you will learn how to create a workflow that connects Facebook Lead Ads with WhatsApp using Pabbly Connect. Click on the plus sign to create a new workflow. Name your workflow, for example, ‘WhatsApp Marketing for Tax Consultancy’ and click on ‘Create’.

Select the trigger application as Facebook Lead Ads.
Choose the trigger event as ‘New Lead’.
Connect your Facebook account to Pabbly Connect.

Once connected, select the specific page and lead form you wish to use. This setup allows Pabbly Connect to capture leads directly from your Facebook ads.

3. Capturing Lead Data from Facebook Lead Ads

After setting up your trigger, it’s time to capture the lead data using Pabbly Connect. Fill out the Facebook Lead Ads form with a test entry to ensure data is captured correctly. Click on ‘Save and Send Test Request’ to retrieve the latest lead data.

This process will show you a preview of the captured data, including the customer’s name, phone number, and email address. Ensure all fields are correctly mapped to be sent to WhatsApp later.

4. Sending the Brochure to Customers via WhatsApp

The next step is to send the tax consultancy brochure to your customers via WhatsApp using Pabbly Connect. For this, select the action application as 360 Dialog and the action event as ‘Send Template Message’.

Connect your 360 Dialog account by entering the API key and domain.
Choose an approved message template for sending the brochure.
Map the recipient’s phone number and other dynamic fields in the template.

Once everything is set, click ‘Save and Send Test Request’ to send the message to the customer. This automation saves time and ensures every lead receives your brochure promptly.

5. Testing and Verifying the Integration with Pabbly Connect

To verify that your integration works, fill out the Facebook Lead Ads form again with a new test entry. Check your WhatsApp to see if the brochure message has been successfully sent. This confirms that Pabbly Connect is effectively linking Facebook Lead Ads to WhatsApp.

Make sure the message format and links are correct. If everything looks good, your setup is complete! You can now market your tax consultancy efficiently through WhatsApp, automatically sending brochures to new leads.

Conclusion

In conclusion, using Pabbly Connect to integrate WhatsApp with your tax consultancy marketing strategy allows for seamless communication with potential clients. By automating the process, you enhance efficiency and ensure timely follow-ups with leads.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.