Learn how to automate WhatsApp messages and SMS to your Facebook leads using Pabbly Connect in this detailed tutorial. Perfect for jewelry businesses! 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 Automation

To start automating your WhatsApp messages and SMS to Facebook leads, you need to access Pabbly Connect. This platform allows seamless integration between various applications, including WhatsApp and SMS services, and your Facebook leads.

After creating a free account on Pabbly Connect, log in to your dashboard. From here, you can create workflows that automate the messaging process for your jewelry business. The user-friendly interface makes it easy for anyone to set up automation without technical skills.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, the next step is to create a new workflow. Click on the blue ‘Create Workflow’ button and name your automation, such as ‘Send Automated WhatsApp Message and SMS to Facebook Leads.’ This name will help you identify the workflow later.

  • Select the appropriate folder for your workflow.
  • Click ‘Create’ to start building your automation.

After creating the workflow, you will see two boxes: one for the trigger and one for the action. The trigger will be your Facebook lead submission, and the action will involve sending messages via WhatsApp and SMS. This setup ensures that every time a lead submits their information, they receive an immediate response.

3. Setting Up the Facebook Lead Trigger

In this step, you will configure the trigger for your Facebook lead ads. In Pabbly Connect, select Facebook as your trigger application and choose the event ‘New Lead.’ This event will activate the workflow whenever a new lead is generated through your Facebook ads.

Click on the ‘Connect’ button to authorize Pabbly Connect to access your Facebook account. Make sure you have the necessary permissions set up. You will then select the specific Facebook page associated with your jewelry business and the lead form you created. Click ‘Save and Send Test Request’ to ensure the connection is successful.

4. Sending WhatsApp and SMS Messages with Pabbly Connect

Now that your trigger is set up, the next step is to configure the actions for sending WhatsApp messages and SMS. For the WhatsApp messages, select the Vati application in Pabbly Connect and choose the action ‘Send Template Message.’ You will need to connect your Vati account by providing the API endpoint and access token.

  • Create a WhatsApp template message in Vati for your leads.
  • Map the phone number from the lead data to send personalized messages.

After configuring the WhatsApp message, repeat the process for sending SMS using the Twilio application. Select ‘Send SMS’ as the action and connect your Twilio account. Again, map the lead’s phone number and craft a personalized SMS message. This ensures that your leads receive both WhatsApp and SMS notifications simultaneously.

5. Testing and Finalizing Your Automation

After setting up both messaging actions, it’s crucial to test your automation to ensure everything works correctly. Submit a test lead through your Facebook lead form, and check if the messages are sent via WhatsApp and SMS as expected. This step is essential for confirming that Pabbly Connect is correctly handling the data and sending the messages.

If you receive the messages successfully, your automation is now complete! You can sit back and let Pabbly Connect handle the messaging for all future leads automatically. This process not only saves you time but also enhances your customer engagement by providing instant responses.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages and SMS to your Facebook leads effectively. By following these steps, you can enhance your lead generation process and ensure timely communication with potential customers in your jewelry business.

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