Share Your Optical Shop Products Brochure with Customers on WhatsApp via Facebook Lead Ad Using Pabbly Connect

Learn how to automate sharing your optical shop brochure with customers on WhatsApp via Facebook Lead Ads using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start the Integration

To share your optical shop’s brochure with customers via WhatsApp, the first step is to access Pabbly Connect. Open your internet browser and go to Pabbly.com. From there, navigate to the products section and select Pabbly Connect.

Once on the Pabbly Connect page, you can create a free account by clicking on the ‘Sign Up Free’ button. If you have an account, simply sign in. After logging in, you will see the Pabbly Connect dashboard where you can create workflows to automate your processes.

2. Create a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow for your integration. Click on the ‘Create Workflow’ button, and provide a relevant name for your workflow, such as ‘Optical Shop Brochure to Facebook Leads on WhatsApp’. Click on ‘Create’ to proceed.

In the workflow, you will set up a trigger and an action. For this integration, the trigger will be a new lead generated through Facebook Lead Ads, and the action will be sending the optical shop’s brochure via WhatsApp. This setup allows you to automate the process without manual intervention.

• Click on the ‘Trigger’ section and select Facebook Lead Ads as the app.
• Choose ‘New Lead’ as the trigger event and connect your Facebook account.
• Select your Facebook page and lead generation form.

After completing these steps, you can capture the lead data and move on to the next stage of your workflow.

3. Capture Lead Data from Facebook Lead Ads

With your workflow set up in Pabbly Connect, the next step is to capture the data from the leads generated through the Facebook Lead Ads. After connecting your Facebook Lead Ads, click on ‘Save and Send Test Request’ to retrieve the most recent lead data.

To test this, fill out the lead form on your Facebook page as a customer would. Once you submit the form, return to Pabbly Connect and click on ‘Save and Send Test Request’ again. This will capture the new lead’s information, including their name, email address, and phone number.

• Ensure you have the correct fields selected to capture all necessary data.
• Verify the captured data is accurate before proceeding.

Once you confirm the data is captured successfully, you can proceed to the next step of sending the brochure via WhatsApp.

4. Send Optical Shop Brochure to WhatsApp via 360 Dialog

The final step in this integration using Pabbly Connect is to send the captured lead data to WhatsApp. For this, you will use the 360 Dialog application, which provides access to WhatsApp’s chat API. Click on the action section in your workflow and select WhatsApp by 360 Dialog.

Next, choose the action event as ‘Send Template Message’. If this is your first time connecting to 360 Dialog, you will need to generate an API key from your 360 Dialog account. Input this key and the domain name into the Pabbly Connect interface to establish the connection.

Create a message template in 360 Dialog to define the message format. Map the lead’s name and other relevant details into the template fields. Include the link to your optical shop’s brochure in the message.

After setting up the message, click on ‘Save and Send Test Request’ to send the message to the lead’s WhatsApp. Verify that the message is received correctly, confirming that the integration works seamlessly.

Conclusion: Automate Your Optical Shop Leads with Pabbly Connect

In conclusion, using Pabbly Connect to automate the sharing of your optical shop’s brochure with customers via WhatsApp is an efficient way to manage leads. By following the steps outlined in this tutorial, you can set up an automated workflow that saves time and enhances customer engagement. Start using Pabbly Connect today to streamline your business processes and improve customer communication.