How to Send WhatsApp Messages to Facebook Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to Facebook leads for your trading coaching classes using Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin, access Pabbly Connect to automate sending WhatsApp messages to your Facebook leads for your trading coaching classes. If you are a new user, click on ‘Sign up free’ to create an account and receive 100 free tasks each month. Existing users should click on ‘Sign in’ to access their dashboard.

After signing in, you will see the main dashboard of Pabbly Connect. Here, click on the ‘Access Now’ button to enter the application. This is where you will create a workflow to connect your Facebook lead ads with WhatsApp Cloud API.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. You will need to name your workflow; for example, ‘Easy Trade Facebook Lead Ads to WhatsApp Message’. Select the folder where you want to save this workflow.

• Click on ‘Create’ to initialize the workflow.
• You will see options for setting up a trigger and an action.

For the trigger application, select ‘Facebook Lead Ads’ and the trigger event as ‘New Lead Instance’. This setup ensures that whenever a new lead is generated, Pabbly Connect captures the response immediately.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads with Pabbly Connect, click on the ‘Connect’ button. You will then need to add a new connection. If you already have a connection, you can select it from the list. Click on ‘Connect with Facebook Lead Ads’ to authorize.

Once authorization is successful, select your Facebook page (e.g., ‘Easy Trade’) and the lead form you created. After selecting the lead form, click on ‘Save and Send Test Request’. This action will prepare Pabbly Connect to receive lead data from Facebook.

4. Testing the Submission and Setting Up Action

To test the submission, navigate to the Meta for Developers site. Use the Leads Testing Tool to select your page and form, then submit a test lead. This step is crucial as it allows Pabbly Connect to receive the lead data, including email, full name, and phone number.

• After submitting, return to Pabbly Connect to confirm that the test lead data is captured.
• You will now set up the action application, which is ‘WhatsApp Cloud API’.

Choose the action event as ‘Send Template Message’. Connect your WhatsApp Cloud API by adding a new connection. You will need to input the token, phone number ID, and WhatsApp business account ID. Ensure you have these details from your WhatsApp Cloud API account setup.

5. Final Setup and Testing Automation

Once you have connected the WhatsApp Cloud API, select your message template from the available options. Ensure that the template includes variables for personalization, such as the lead’s name. This allows the message to say, ‘Hello [Name], thank you for your interest in our offerings’. using Pabbly Connect

Before finalizing the setup, map the recipient’s mobile number and any required fields using the data received from the Facebook lead ads. Click on ‘Save and Send Test Request’ to send a test message. You should receive the message in your WhatsApp confirming the automation is working correctly.

To ensure everything functions as intended, submit a new lead using the Leads Testing Tool again. After deleting the previous lead, refresh the window and submit a new lead with your contact number. You should receive the WhatsApp message with the updated lead information, confirming your automation is fully operational.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to Facebook leads for your trading coaching classes. By following these steps, you can streamline your communication process and nurture leads effectively.