Automate WhatsApp Messages and SMS to LinkedIn Leads Using Pabbly Connect

Learn how to automate WhatsApp messages and SMS to LinkedIn leads using Pabbly Connect. This step-by-step tutorial covers the entire integration process. 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 WhatsApp messages and SMS for LinkedIn leads, you need to access Pabbly Connect. First, create a free account on the platform, which can be done in just a couple of minutes. After signing up, log in to your Pabbly Connect dashboard to begin the automation process.

Once logged in, click on the blue button labeled ‘Create Workflow’ to initiate a new automation. You will then be prompted to name your workflow, such as ‘Send Automated WhatsApp Message and SMS for LinkedIn Leads’. Select the appropriate folder for your workflow and click on ‘Create’ to proceed.

2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, the next step involves setting up the trigger and action for your automation. The trigger will capture new leads from the LinkedIn Lead Generation Form, while the actions will send WhatsApp messages via Vati and SMS via Twilio. This setup is crucial for ensuring that your leads receive timely communication.

• Select ‘New Lead Generation Form Response’ as the trigger event.
• Connect your LinkedIn account by clicking ‘Connect’ and then ‘Add New Connection’.
• Choose the specific lead generation form you want to use.

After setting up the trigger, you will need to select the action applications. Choose Vati for WhatsApp messaging and Twilio for SMS. Click the plus icon to add these action steps, ensuring that both applications are connected through Pabbly Connect for seamless integration.

3. Configuring WhatsApp Messages with Vati

Now it’s time to configure the WhatsApp messages that will be sent through Vati. In Pabbly Connect, select the action event as ‘Send Template Message’. You will need to connect your Vati account by providing the API endpoint and access token, which can be found in the Vati API documentation. using Pabbly Connect

Once connected, you will configure the WhatsApp message details. Start by mapping the WhatsApp number from the lead data captured by Pabbly Connect, ensuring that it is formatted correctly without the plus sign. Next, select the template you want to use for your message, making sure it has been approved by WhatsApp.

In the message template, you can include variables that will automatically replace with lead-specific data when the message is sent. This personalization increases engagement and effectiveness. After filling in all necessary fields, click ‘Save and Send Test Request’ to verify that everything is working as expected.

4. Sending SMS Messages via Twilio

After configuring WhatsApp messages, the next step is to set up SMS messaging through Twilio. Select the action event as ‘Send SMS Message’ in Pabbly Connect. Similar to the previous step, connect your Twilio account by entering the Account SID and Authorization Token from your Twilio dashboard.

For the SMS body, you can copy the same message used for WhatsApp, but ensure that it is formatted correctly for SMS. Map the lead’s name and other relevant information to personalize the SMS. This ensures that each lead receives a tailored message that resonates with them.

Finally, provide the sender number and the recipient number, mapping the recipient number to ensure it is dynamically replaced with each lead’s phone number. Click ‘Save and Send Test Request’ to check if the SMS is sent successfully, confirming the integration works seamlessly with Pabbly Connect.

5. Conclusion: Automate Your Lead Communication with Pabbly Connect

In conclusion, using Pabbly Connect to automate WhatsApp messages and SMS for your LinkedIn leads is a powerful way to enhance your lead generation efforts. By carefully setting up triggers and actions, you can ensure that your leads receive timely and personalized communications, increasing your chances of conversion.

This automation not only saves time but also improves the overall efficiency of your lead management process. If you want to streamline your communication and boost engagement, integrating these applications through Pabbly Connect is the way to go.