Learn how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. Follow this detailed tutorial for seamless 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 send WhatsApp messages to Facebook leads, we will use Pabbly Connect as our integration platform. Start by navigating to the Pabbly Connect website and either sign up for a free account or log in if you are an existing user.
Once logged in, you will see various Pabbly applications. Click on Pabbly Connect to access the workflow creation area. This platform allows you to automate tasks between different applications, making it easier to manage your leads.
2. Creating a New Workflow in Pabbly Connect
After accessing Pabbly Connect, click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and choose a folder to save it in. Name it something relevant, like ‘Facebook Leads to WhatsApp Automation’.
- Click on ‘Create’ to initiate the workflow.
- Select Facebook Lead Ads as the trigger application.
- Choose ‘New Lead Instant’ as the trigger event.
With the trigger set, Pabbly Connect will now listen for new leads generated from your Facebook lead ads. This step is crucial for automating your messaging process.
3. Connecting Facebook Lead Ads to Pabbly Connect
To connect your Facebook Lead Ads account, click on ‘Connect’ in the workflow. If you have an existing connection, you can select it; otherwise, click on ‘Add New Connection’. You will need to log into your Facebook account to authorize the connection. using Pabbly Connect
Once connected, you will select the Facebook page and the specific lead form you want to use. For example, if your page is named ‘Mega News’, make sure to select it along with the lead form titled ‘News Agency’. This ensures that only leads from this specific form trigger the WhatsApp messages.
4. Setting Up WhatsApp Cloud API in Pabbly Connect
Next, we will set up the action step to send WhatsApp messages. Select WhatsApp Cloud API as the action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ again to link your WhatsApp Cloud API to Pabbly Connect.
During this setup, you will need to enter your WhatsApp Cloud API token, phone number ID, and WhatsApp Business Account ID. These can be found in your Meta for Developers account. Make sure to copy and paste them correctly to avoid connection issues.
- Access your Meta for Developers account to retrieve the required information.
- Paste the token and IDs into the respective fields in Pabbly Connect.
- Click ‘Save’ to establish the connection.
Once the WhatsApp Cloud API is connected, you will choose the template message you want to send. This message should be predefined in your WhatsApp account.
5. Testing the Integration and Finalizing the Workflow
Now that everything is set up, it’s time to test the workflow. You can generate a dummy lead using the Facebook Lead Ads Testing Tool. After submitting a test lead, check Pabbly Connect to see if it captured the lead details successfully.
If the lead is captured, proceed to test the WhatsApp message. Click on ‘Save and Send Test Request’ in the WhatsApp Cloud API action step. If successful, you should receive the WhatsApp message on the designated phone number.
This testing process ensures that your integration between Facebook leads and WhatsApp messages via Pabbly Connect is functioning as intended. If everything works correctly, your automation is complete!
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to Facebook leads. By following these steps, you can efficiently manage your leads and enhance communication for your news agency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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