Learn how to integrate Facebook and WhatsApp using Pabbly Connect to automatically send new lead details to your team. Follow this step-by-step tutorial for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook to WhatsApp Integration

To start the integration process, access Pabbly Connect by visiting the Pabbly website. Once there, sign in or create an account if you don’t have one. This step is crucial as Pabbly Connect will facilitate the automation between Facebook and WhatsApp.

After logging in, navigate to the dashboard where you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to begin the process of sending new Facebook leads to your team on WhatsApp.

2. Creating a Workflow in Pabbly Connect

Once you’re in Pabbly Connect, you can create a workflow named ‘Facebook to WhatsApp’. This name helps you identify the workflow in the future. The integration process involves two main parts: setting up the trigger and the action.

In the trigger window, select Facebook Lead Ads as the app and choose ‘New Lead’ as the trigger event. This event will activate every time a new lead fills out the form on Facebook. Here are the steps to follow:

  • Select Facebook Lead Ads from the app list.
  • Choose the trigger event as New Lead.
  • Connect your Facebook account by authorizing access.

Once the connection is established, select the Facebook page and the lead generation form you want to use. This ensures that Pabbly Connect retrieves the correct lead details.

3. Testing the Facebook to WhatsApp Integration

After setting up the trigger, it’s essential to test the integration to ensure everything is working correctly. Click on ‘Save and Send Test Request’ to fetch the details of the newly created lead. At this stage, you should see the lead information, such as the name, email, and phone number, displayed on your screen.

If everything is set up correctly, the details will be pulled from Facebook Lead Ads, confirming that Pabbly Connect is successfully integrating the two platforms. You can now proceed to set up the action that will send these details to your team on WhatsApp.

4. Sending WhatsApp Messages to Your Team

To send the lead details to your team on WhatsApp, you will use the Chat API within Pabbly Connect. Start by selecting Chat API as the action app and choose ‘Send Message’ as the action event. This step allows you to send messages directly to your WhatsApp group.

Next, you will need to connect your Chat API account by entering the API URL and token. After connecting, you can customize the message format. Here’s how to do it:

  • Input the group ID of your WhatsApp team.
  • Compose the message including lead details like name, email, and company.
  • Click ‘Save’ and then ‘Send Test Request’ to check if the message is delivered.

If set up correctly, your team will receive a WhatsApp message with the new lead details, confirming that Pabbly Connect has successfully executed the integration.

5. Final Setup and Review of the Integration

After testing the WhatsApp message, review your entire workflow in Pabbly Connect. Ensure that all steps are correctly configured and that the message format meets your requirements. This review is essential for smooth operation.

In summary, the integration process between Facebook and WhatsApp using Pabbly Connect involves setting up triggers, testing the integration, and sending messages to your team. This automation saves time and ensures that your team is promptly informed of new leads.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of sending new Facebook leads to your team on WhatsApp. By following these steps, you can enhance your team’s efficiency and ensure timely communication of new 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.