How to Send WhatsApp Messages to Facebook Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to Facebook leads for your SaaS product using Pabbly Connect. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send WhatsApp messages to Facebook leads, first, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you are a new user, you can sign up for free and receive 100 free tasks every month.

After logging in, navigate to the all apps window and select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you need to create a workflow to automate the process of sending WhatsApp messages. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. This will prompt you to enter a name for your workflow.

• Name your workflow, for example, ‘Innova Tech Facebook Lead Ads to WhatsApp’.
• Choose a folder to save your workflow.
• Click on the ‘Create’ button to finalize the workflow setup.

Once the workflow is created, you will see two sections: Trigger and Action. The Trigger section will allow you to specify the event that starts the automation, while the Action section will define what happens next.

3. Setting Up the Trigger with Facebook Lead Ads

To set up the trigger in Pabbly Connect, click on the arrow in the Trigger section and select ‘Facebook Lead Ads’ as your trigger application. The trigger event should be set to ‘New Lead’. This means that every time a new lead is generated, Pabbly Connect will capture this event.

Next, click on ‘Connect’ to link your Facebook account. A new window will appear where you can add a new connection. If you have an existing connection, you can select that instead. After successfully authorizing, choose the Facebook page and the lead generation form you created.

4. Configuring the Action to Send WhatsApp Messages

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Click on the arrow in the Action section and select ‘WhatsApp Cloud API’ as your action application. The action event should be ‘Send Template Message’. This allows you to send a WhatsApp message using a predefined template.

• Connect to the WhatsApp Cloud API by adding a new connection.
• Enter the required details including token, mobile number ID, and WhatsApp business account ID.
• Select the message template you created for your leads.

By mapping the recipient’s mobile number and other necessary fields, you ensure that the WhatsApp message is tailored to each lead.

5. Testing the Automation with a Lead

Once you have configured both the trigger and action in Pabbly Connect, it’s time to test the automation. Use the Facebook Lead Ads testing tool to submit a test lead. This will help you verify if the integration works as expected.

After submitting the test lead, return to Pabbly Connect to check if the lead information has been captured successfully. If everything is set up correctly, you should receive a WhatsApp message on the specified number.

This confirms that you have successfully automated the process of sending WhatsApp messages to Facebook leads using Pabbly Connect.

Conclusion

In this tutorial, we learned how to send WhatsApp messages to Facebook leads for your SaaS product using Pabbly Connect. By following these steps, you can automate your lead communication efficiently and enhance your customer engagement.