Learn how to automate sending PDF files via WhatsApp for new Instagram lead ads using Pabbly Connect. Step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin the automation process using Pabbly Connect, first, visit the Pabbly Connect website. Here, you can sign in to your existing account or create a new one for free, allowing you to access up to 100 tasks per month.

Once signed in, you will see the Pabbly Connect dashboard. Here are the steps to create a workflow:

  • Click on the ‘Create Workflow’ button in the top right corner.
  • Name your workflow, for example, ‘Send PDF via WhatsApp to New Instagram Leads.’
  • Select a folder to save your workflow, such as ‘WhatsApp Automations.’

After completing these steps, click on the ‘Create’ button to finalize your workflow setup.

2. Setting Up the Trigger with Instagram Lead Ads

The next step involves setting up the trigger in Pabbly Connect. For this automation, select Instagram Lead Ads as the trigger application. This is essential for capturing new leads generated through Instagram ads.

Follow these steps to set the trigger:

  • Choose the trigger event ‘New Lead Instant.’
  • Click on the ‘Connect’ button to link your Instagram account.
  • Authorize the connection by logging into your Facebook account linked to Instagram.

Once connected, select the Facebook page associated with your Instagram account and the specific lead form you wish to use. This setup ensures that every new lead captured will trigger the automation.

3. Testing Lead Capture in Pabbly Connect

After setting up the trigger, it’s crucial to test if Pabbly Connect captures leads correctly. You can do this using the Meta Lead Testing Tool to generate a test lead.

Here are the steps to test lead capture:

Select your Facebook page and the lead form created earlier. Fill in the required fields such as name, email, and phone number. Submit the test lead and check back in Pabbly Connect for the captured response.

If successful, you should see the details of the test lead in your workflow, confirming that the integration is working as intended.

4. Sending WhatsApp Messages with Pabbly Connect

Now that the trigger is set and tested, the next step is to configure the action to send a WhatsApp message using the WhatsApp Cloud API through Pabbly Connect.

To set up the action, follow these steps:

Select WhatsApp Cloud API as the action application. Choose the action event ‘Send Template Message.’ Connect to WhatsApp Cloud API by entering your token and account ID.

After connecting, select the message template you created earlier and map the recipient’s mobile number and any other necessary variables from the lead capture step. This allows you to personalize the message sent to each lead.

5. Conclusion: Automating PDF Delivery via WhatsApp

By following these steps, you can successfully automate sending PDF files via WhatsApp to new leads generated from Instagram lead ads using Pabbly Connect. This integration not only saves time but also enhances customer engagement.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With Pabbly Connect, you can streamline your marketing processes and ensure timely communication with potential customers. Start leveraging this powerful tool today!