How to Send Automated WhatsApp Messages to Facebook Leads Using Pabbly Connect

Learn how to automate WhatsApp messages to Facebook leads in the healthcare equipment industry using Pabbly Connect. Step-by-step guide included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending automated WhatsApp messages to Facebook leads, you need to access Pabbly Connect. First, sign in to your existing account or click on the sign-up button if you are a new user. Pabbly Connect offers 100 free tasks each month for new users, making it easy to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Click on the ‘Access Now’ button to reach your dashboard. Here, you will create a new workflow to automate the message sending process. This is the first step in integrating WhatsApp with Facebook leads.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which you can title ‘Send Automated WhatsApp Message to Facebook Leads’. Make sure to save it in a relevant folder for easy access. using Pabbly Connect

• Click on ‘Create’ to finalize your workflow setup.
• You will now see a trigger and action window.

In this window, you will set up the trigger application as Facebook Lead Ads and the action application as WhatsApp using Vati. This setup is crucial for sending automated messages whenever a new lead is generated.

3. Setting Up Facebook Lead Ads as Trigger

To establish the trigger for your workflow, select Facebook Lead Ads as the trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead Instant’. This means that every time a new lead is generated through your Facebook ads, the workflow will initiate automatically.

Next, you need to connect your Facebook account to Pabbly Connect. Click on the ‘Connect’ button and authorize the connection. Once connected, select the Facebook page and the lead generation form associated with it. For example, if your page is named ‘Life Care Medical Equipments’, select it along with the corresponding lead form.

4. Sending WhatsApp Messages Using Vati

After setting up the trigger, the next step is to define the action. Select Vati as your action application in Pabbly Connect and choose the action event as ‘Send Template Message’. This allows you to send a predefined message to your leads via WhatsApp.

To connect to Vati, you will need to input the API endpoint and access token from Vati’s API documentation. Once connected, you can map the WhatsApp number from the data received from the Facebook lead ads. This ensures that the message is sent directly to the lead’s phone number.

• Select the template you have created for WhatsApp messages.
• Customize the message body to include the lead’s name dynamically.

Once everything is set up, click on ‘Save and Test Request’ to ensure that the WhatsApp message is sent successfully to the test lead.

5. Testing and Verifying the Integration

To confirm that your integration works, you need to create a test lead using the Facebook lead ads testing tool. This tool allows you to simulate a new lead entry. Once you submit the test lead, check Pabbly Connect to see if the lead details are captured correctly.

If the integration is successful, you will receive a WhatsApp message sent to the test lead. This verifies that your setup is functioning as intended. Now, every time a new lead is generated through Facebook, an automated WhatsApp message will be sent, enhancing your communication process in the healthcare equipment industry.

Utilizing Pabbly Connect for this automation greatly simplifies the process of managing leads and ensures timely communication with potential customers. This integration not only saves time but also improves customer engagement.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated WhatsApp messages to Facebook leads in the healthcare equipment industry. By following the steps outlined, you can streamline your lead communication effectively and efficiently.