Learn to set up instant Facebook lead alerts on WhatsApp using Pabbly Connect. Step-by-step guide to automate lead notifications effectively. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To set up instant Facebook lead alerts on WhatsApp, start by accessing Pabbly Connect. Open your browser and type in the URL for Pabbly Connect to reach the homepage.

On the homepage, you will find two options: ‘Sign In’ and ‘Sign Up for Free.’ If you’re an existing user, click on ‘Sign In.’ New users should click on ‘Sign Up for Free’ to create an account. Once logged in, you can explore the features of Pabbly Connect and utilize 100 free tasks each month.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner.

  • Provide a workflow name, such as ‘Instantly Get Facebook Lead Alert on WhatsApp’.
  • Select a folder to save your workflow, for example, ‘Test Integrations’.
  • Click on ‘Create’ to proceed.

Once you create the workflow, two windows will appear: Trigger and Action. For this integration, select ‘Facebook Lead Ads’ as the trigger application, which will activate when a new lead is generated.

3. Setting Up the Trigger for Facebook Lead Ads

With Pabbly Connect, select the trigger event as ‘New Lead Instant’ for Facebook Lead Ads. This event will initiate the workflow whenever a new lead is captured.

Click on ‘Connect’ and choose ‘Add New Connection’. Log into your Facebook account to authorize the connection. Once authorized, select the specific Facebook page and lead generation form you created earlier. Click on ‘Save and Send Test Request’ to test the connection.

  • Ensure you are logged into your Facebook account before making the connection.
  • Select the appropriate Facebook page and lead gen form.
  • Click on ‘Save and Send Test Request’ to proceed.

After submitting a test lead through the Facebook lead form, you should see a response in Pabbly Connect, confirming that the integration is successful.

4. Integrating WhatsApp with Pabbly Connect

Next, for the action step, select ‘Wati’ as the application to send WhatsApp messages. Set the action event to ‘Send Template Message’. Click on ‘Connect’ and choose ‘Add New Connection’ to connect your Wati account. using Pabbly Connect

Fill in the required details, including the API endpoint and access token from your Wati dashboard. Once connected, you will need to enter the WhatsApp number you wish to receive alerts on, the template name, and the broadcast title.

Enter the WhatsApp number for notifications. Select the template name you created for alerts. Provide the broadcast title that will appear in the message.

After filling in these details, click on ‘Save and Send Test Request’ to verify if the WhatsApp message is sent correctly. Check your WhatsApp to confirm receipt of the alert.

5. Finalizing Your Facebook to WhatsApp Integration

After setting up the action in Wati, your integration is nearly complete. Ensure that all variables in your template are mapped correctly to receive dynamic details about each new lead.

Whenever a new lead is generated from Facebook Lead Ads, Pabbly Connect will automatically send a WhatsApp notification containing the lead’s details. Test the workflow by submitting a lead through your Facebook form and check for the WhatsApp alert.

This automation allows you to manage leads efficiently, ensuring you never miss an opportunity. With Pabbly Connect, you can easily create such integrations without any coding skills.

Conclusion

Setting up instant Facebook lead alerts on WhatsApp using Pabbly Connect streamlines your lead management process. By automating notifications, you can respond quickly and effectively to potential customers, enhancing your business operations.

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