How to Send WhatsApp Messages to Facebook Leads for Your Fintech Startup Using Pabbly Connect

Learn how to send automated WhatsApp messages to Facebook leads for your fintech startup using Pabbly Connect. Step-by-step tutorial on integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending WhatsApp messages to Facebook leads for your fintech startup, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and receive 100 free tasks every month.

After logging in, you will see the Pabbly Connect dashboard. Click on the ‘Access Now’ button to proceed. This is where you will create the automation workflow that connects Facebook Lead Ads with WhatsApp Cloud API.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is essential for automating the process. Click on the ‘Create Workflow’ button located in the top right corner. A new window will prompt you to name your workflow; enter a suitable name like ‘FX WhatsApp message to Facebook lead’.

• Name your workflow appropriately.
• Select a folder to organize your workflow.
• Click on ‘Create’ to finalize your workflow.

Once created, your workflow will consist of two main components: Trigger and Action. The Trigger is where you define what event will initiate the workflow, while the Action specifies what happens as a result.

3. Setting Up the Trigger Step with Facebook Lead Ads

To set up the trigger in Pabbly Connect, click on the arrow to select the Trigger Application. Choose ‘Facebook Lead Ads’ as your trigger application and select the event as ‘New Lead Instant’. This ensures that every time a new lead is generated, it will trigger the workflow.

After selecting the trigger, click on ‘Connect’. A new window will prompt you to add a new connection. If you are logged into your Facebook account in another tab, it will simplify the connection process. Select your business page and the lead generation form you created earlier.

4. Setting Up the Action Step with WhatsApp Cloud API

Now that the trigger is set, it’s time to configure the action step in Pabbly Connect. Click on the action application and select ‘WhatsApp Cloud API’. For the action event, choose ‘Send Template Message’. This action will send a WhatsApp message using a predefined template whenever a new lead is captured.

• Connect WhatsApp Cloud API by adding a new connection.
• Input your WhatsApp Business Account ID, token, and phone number ID.
• Select the message template you want to use.

Ensure that you have created a message template in your WhatsApp Cloud API account. This template will be used to send messages to your leads automatically.

5. Testing the Integration and Receiving Messages

After setting up both the trigger and action in Pabbly Connect, it’s crucial to test the integration. Generate a test lead using the Facebook Lead Ads testing tool. Once the test lead is submitted, check the Pabbly Connect dashboard to confirm that the lead details are captured correctly.

Finally, check your WhatsApp account to see if the message has been received. The message should include the lead’s name and the template content you set up. This confirms that the automation is working as intended, sending WhatsApp messages to new leads generated from Facebook ads.

Conclusion

In this tutorial, we explored how to send WhatsApp messages to Facebook leads for your fintech startup using Pabbly Connect. By following the precise steps outlined, you can automate communication with your leads, enhancing engagement and streamlining your marketing efforts.