Learn how to send automated WhatsApp messages and SMS to Facebook leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send automated WhatsApp messages and SMS to your Facebook leads, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly.

Log in to your Pabbly Connect account. If you don’t have one, you can create a free account in just a few minutes. Once logged in, navigate to the dashboard to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate the message sending process. Click on the blue button labeled ‘Create Workflow’ to begin.

  • Provide a name for your workflow, such as ‘Send Automated WhatsApp Message and SMS to Facebook Leads’.
  • Choose the folder where you want to save this workflow.
  • Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger is the event that starts the automation, and the action is what happens when the trigger occurs.

3. Setting Up Trigger and Action Steps

To set up the trigger in Pabbly Connect, select ‘Facebook Leads’ as the trigger application. Choose the event ‘New Lead’ to capture leads submitted through your Facebook lead ad form.

Next, you will need to connect your Facebook account. Click on ‘Connect’ and follow the prompts to authorize Pabbly Connect to access your Facebook account. Once connected, select the specific Facebook page related to your jewelry store.

  • Choose the lead form you want to track from the available forms.
  • Click on ‘Save and Send Test Request’ to confirm the setup.

This setup ensures that every time a new lead fills out your Facebook form, Pabbly Connect captures the data and triggers the next action.

4. Sending WhatsApp Messages and SMS

Now that your trigger is set, it’s time to configure the actions to send WhatsApp messages and SMS. For WhatsApp, select the ‘Vati’ application in the action step and choose ‘Send Template Message’ as the action event. using Pabbly Connect

Connect your Vati account by clicking on ‘Add a New Connection’. You will need to provide your API endpoint and access token from your Vati dashboard. Once connected, you can create a message template that includes dynamic variables from the lead data.

Map the lead’s phone number to send the WhatsApp message directly to them. Ensure your message includes a link to your jewelry catalog PDF.

After configuring the WhatsApp action, repeat the process for sending SMS using the ‘Twilio’ application. Select ‘Send SMS’ as the action event and connect your Twilio account with the necessary credentials.

5. Testing Your Automation Workflow

With both WhatsApp and SMS actions configured, it’s essential to test your automation. Submit a test lead through your Facebook form to see if the messages are sent correctly. You can monitor responses in Pabbly Connect to ensure everything functions as expected.

Once you verify that the messages are sent successfully, your automation is ready to go live. This means every time a new lead is generated, they will automatically receive both a WhatsApp message and an SMS.

In summary, using Pabbly Connect allows you to automate the process of sending WhatsApp messages and SMS to your Facebook leads efficiently. This integration not only saves time but also enhances your communication with potential customers.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages and SMS to Facebook leads. This integration streamlines your lead communication process and improves 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.