Integrating WhatsApp and LinkedIn Leads Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp and LinkedIn leads seamlessly using Pabbly Connect. Follow this detailed tutorial for efficient lead management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with LinkedIn leads using Pabbly Connect, first, access the Pabbly Connect homepage. You can sign up for a free account to explore its features, which include 300 tasks monthly.

After signing in, you will arrive at the Pabbly Connect dashboard. Here, you can create a new workflow, which is essential for automating the process of sending WhatsApp messages for new LinkedIn leads.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button at the top right corner. Name your workflow ‘Send and Get WhatsApp Message for New LinkedIn Leads via Vati’ and select your folder as ‘Automations’.

• Click on ‘Create’ to initiate the workflow.
• Define the trigger as ‘LinkedIn Lead Forms’.
• Set the trigger event to ‘New Lead in Form Response’.

This setup allows Pabbly Connect to automatically capture new leads from your LinkedIn lead forms, thus streamlining your lead management process.

3. Setting Up the Trigger for LinkedIn Leads

Once your workflow is created, select your LinkedIn account to connect it with Pabbly Connect. Ensure you are logged into your LinkedIn account for a seamless connection.

After the connection is established, select your specific lead form from the dropdown menu. Click on ‘Save and Send Test Request’ after generating a test lead in your LinkedIn lead form to verify the connection.

• Fill out the lead form with required information.
• Click on ‘Submit’ to send the information to Pabbly Connect.
• Check for a successful response indicating the lead was captured.

This ensures that every new lead generated through LinkedIn is captured and processed by Pabbly Connect.

4. Configuring the WhatsApp Action Step

Next, you will set up the action step to send a WhatsApp message to the new lead using Pabbly Connect. Select Vati as the action application and choose ‘Send Template Message’ as the action event.

Connect your Vati account by entering the API endpoint and access token. After establishing the connection, map the lead’s phone number and select the appropriate template for the message.

Enter your lead’s phone number dynamically using data mapping. Choose the template that includes personalized variables. Click ‘Save and Send Test Request’ to verify the message delivery.

This action allows you to send personalized WhatsApp messages automatically, enhancing communication with your leads through Pabbly Connect.

5. Finalizing Integration and Testing

After setting up the first action, add another action step to send yourself a new lead alert via WhatsApp using Vati. Select ‘Send Template Message’ again and use a different message template for the alert.

Map the necessary variables for the new lead details, such as name, email, and company. Make sure to enter your WhatsApp number to receive the alert, then click ‘Save and Send Test Request’.

Select the appropriate template for the new lead alert. Map the variables correctly to ensure accurate information is sent. Test the action to confirm successful message delivery.

This completes the integration process, allowing you to manage WhatsApp communications effectively through Pabbly Connect and ensuring you never miss a lead notification.

Conclusion

In this tutorial, we explored how to integrate WhatsApp and LinkedIn leads using Pabbly Connect. This integration automates communication, ensuring timely follow-ups and better lead management.

Utilizing Pabbly Connect not only streamlines your workflow but also enhances your business’s efficiency and responsiveness to new leads.