Automate WhatsApp Messages for Facebook Leads with Pabbly Connect

Learn how to automate WhatsApp messages for Facebook leads using Pabbly Connect in this step-by-step tutorial for your therapy clinic. 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 Integration

To automate WhatsApp messages for Facebook leads, we will use Pabbly Connect. First, visit the Pabbly Connect website and sign up or log in if you already have an account. This process takes only a couple of minutes and allows you to create automated workflows.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will find the option to create a new workflow. This is where you will set up the integration between Facebook Lead Ads and WhatsApp Cloud API. Click on the ‘Create Workflow’ button to begin the setup.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a workflow specifically for sending WhatsApp messages to leads from your therapy clinic. After clicking the ‘Create Workflow’ button in Pabbly Connect, you will be prompted to name your workflow. Name it something descriptive, like ‘Send WhatsApp Message to Facebook Leads for Therapy Clinic’.

Next, you will see two boxes labeled ‘Trigger’ and ‘Action’. To set up the trigger, select ‘Facebook Lead Ads’ from the trigger application options. Then, choose the trigger event as ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is generated through Facebook ads.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Click on ‘Connect’ to link your Facebook account.

After connecting your Facebook account, you will need to select the Facebook page associated with your therapy clinic and the lead generation form you wish to use. This setup ensures that every new lead captured will trigger an automated WhatsApp message.

3. Setting Up the Action to Send WhatsApp Messages

With the trigger configured, the next step in Pabbly Connect is to set up the action that will send the WhatsApp message. In the action application, select ‘WhatsApp Cloud API’ and choose the action event as ‘Send Template Message’. This action will send a predefined message template to the lead’s WhatsApp number.

To connect to WhatsApp Cloud API, you will need to provide specific credentials: the access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account. After entering these details, click on ‘Save’ to establish the connection.

• Select ‘WhatsApp Cloud API’ as the action application.
• Choose ‘Send Template Message’ as the action event.
• Enter the required credentials from your WhatsApp Cloud API account.

After saving the action setup, you will now need to fill out the message details. This includes selecting the template you created for WhatsApp messages, which should contain variables for personalization, such as the lead’s name.

4. Finalizing the Integration and Testing

To finalize the integration in Pabbly Connect, you will need to map the lead’s phone number and name from the Facebook lead response to the WhatsApp message template. This ensures that the message is personalized for each lead. Click on the mapping option in the action setup to select the relevant fields from the Facebook lead data.

Once all fields are correctly mapped, click on the ‘Save and Send Test Request’ button to test the workflow. If everything is set up correctly, you should see a positive response indicating that the WhatsApp message was successfully sent to the lead. This confirms that your integration is working as intended.

To check if the message was received, simply open the WhatsApp application and look for the message sent to the lead’s number. This step verifies that your automated messaging system is functioning correctly through Pabbly Connect.

5. Conclusion: Automating WhatsApp Messaging with Pabbly Connect

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to Facebook leads for your therapy clinic. By following the steps outlined, you can ensure that every new lead receives an immediate and personalized message via WhatsApp, enhancing your engagement with potential clients.

Using Pabbly Connect not only simplifies the integration process but also saves time and improves communication efficiency. Start implementing this automation today and streamline your lead management process.