Automate Your Home Cleaning Service Details with Pabbly Connect and WhatsApp

Learn how to automate sending home cleaning service details via WhatsApp using Pabbly Connect and Facebook Lead Ads in this detailed tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Set Up Your Workflow

To automate sending home cleaning service details via WhatsApp, you first need to access Pabbly Connect. Open your web browser and navigate to Pabbly.com. From the homepage, hover over the ‘Products’ menu and select ‘Connect’.

If you do not have an account, click on the ‘Sign Up Free’ button to create one. If you already have an account, simply sign in. Once logged in, go to the Pabbly Connect dashboard and select ‘Access Now’ to start creating your workflow.

2. Create a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a descriptive name such as ‘Home Cleaning Brochure to Leads from Facebook Ads on WhatsApp’ and click on ‘Create’ to proceed.

Now, you will see two sections: Trigger and Action. The trigger is what initiates the workflow, and the action is what will happen as a result. For this integration, set the trigger app to ‘Facebook Lead Ads’ and select the trigger event as ‘New Lead’.

• Click on the trigger window and choose ‘Facebook Lead Ads’.
• Select the trigger event as ‘New Lead’.
• Connect your Facebook account by clicking on ‘Connect’.

After successfully connecting, select the Facebook page associated with your home cleaning service and the lead generation form you created. This setup allows Pabbly Connect to capture leads directly from your Facebook ads.

3. Fetch Lead Data from Facebook Lead Ads

Once the trigger is set up, you need to fetch the data of the lead. To do this, click on the ‘Save and Send Test Request’ button in Pabbly Connect. This action will retrieve the most recent lead data captured from the Facebook Lead Ads form.

To test this, fill out the Facebook Lead Ads form with a new lead’s details such as name and phone number. After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’ again. You should see the data populated with the lead’s information.

• Fill out the lead form with a new lead’s information.
• Click ‘Save and Send Test Request’ to fetch the data.
• Verify the lead data appears in Pabbly Connect.

This step ensures that Pabbly Connect is successfully capturing the lead data necessary for the next phase of the automation process.

4. Send Home Cleaning Service Brochure via WhatsApp Using 360 Dialog

Now that you have the lead data, the next step is to send the home cleaning service brochure via WhatsApp. To do this, you will use the 360 Dialog application integrated with Pabbly Connect. Click on the action window and select ‘360 Dialog’ as the action app.

Choose the action event as ‘Send Template Message’. If this is your first time connecting to 360 Dialog, you will need to add a new connection. Enter your API key and domain name obtained from your 360 Dialog account. After saving this connection, you can proceed to select the template message you want to send.

Choose ‘360 Dialog’ as the action app. Select ‘Send Template Message’ as the action event. Map the recipient’s mobile number from the lead data.

Ensure that you format the mobile number correctly, including the country code. This process allows Pabbly Connect to send personalized messages containing the brochure link directly to the lead’s WhatsApp account.

5. Complete the Automation Process and Test

After mapping the necessary fields in the template message, click on ‘Save and Send Test Request’ to test the entire workflow. You should receive a WhatsApp message on the lead’s number, confirming they have received the home cleaning service brochure.

Once you verify that the message is sent successfully, click on the ‘Save’ button in Pabbly Connect to finalize your workflow. This automation will now run automatically whenever a new lead is generated, saving you time and effort.

With this setup, you can send up to 100 tasks per month for free using Pabbly Connect, making it an excellent choice for small businesses looking to automate their processes.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending home cleaning service details via WhatsApp when a new lead is generated from Facebook Lead Ads. By following these steps, you can streamline your communication and enhance your customer service efficiently.