Learn how to automate WhatsApp messages and SMS to LinkedIn leads using Pabbly Connect. Follow this step-by-step guide for seamless integration and lead generation. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of sending WhatsApp messages and SMS to LinkedIn leads, you first need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Begin by creating a free account on Pabbly Connect. Once logged in, navigate to the dashboard where you will create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Send Automated WhatsApp Message and SMS for LinkedIn Leads’. Choose a folder to save your workflow, and hit ‘Create’.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger will be from the LinkedIn Lead Generation Form, indicating when a new lead is generated.

  • Select the trigger event as ‘New Lead Generation Form Response’.
  • Connect your LinkedIn account by clicking on ‘Add New Connection’.
  • Choose the specific lead generation form you want to connect.

After selecting the form, submit a test response to ensure that Pabbly Connect is receiving the data correctly. The data from the form submission will be captured, allowing you to proceed with the next steps in your automation.

3. Integrating WhatsApp and SMS Applications

Next, you will integrate the WhatsApp messaging application using Pabbly Connect. For this, you will use the Vati application to send WhatsApp messages. Start by selecting the action event as ‘Send Template Message’.

Connect your Vati account by entering the required API endpoint and access token. This step is crucial as it allows Pabbly Connect to send messages through the WhatsApp Business API. Once connected, you will need to map the WhatsApp number from the lead data captured earlier.

  • Select the WhatsApp template you wish to use for sending messages.
  • Map the necessary variables to personalize the message for each lead.
  • Save and send a test request to ensure the WhatsApp message is sent correctly.

After testing, you will see the message received in the WhatsApp application, confirming that the integration is successful through Pabbly Connect.

4. Sending SMS to LinkedIn Leads

Now, let’s set up the SMS sending process using the Twilio application via Pabbly Connect. Select the action event as ‘Send SMS Message’ and connect your Twilio account by entering your Account SID and Auth Token.

In this step, you will map the body of the SMS message, which should be similar to the WhatsApp message you created earlier. Make sure to personalize the message by mapping the lead’s name and other relevant details from the LinkedIn form submission.

Provide the sender number from your Twilio account. Map the recipient number from the lead data. Save and send a test request to verify SMS functionality.

Once the test is successful, you will receive the SMS on the specified number, confirming that Pabbly Connect has effectively integrated the SMS sending process.

5. Conclusion

In this tutorial, you learned how to automate the sending of WhatsApp messages and SMS to LinkedIn leads using Pabbly Connect. This powerful integration allows for seamless communication with potential clients, enhancing your lead generation efforts.

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

By following the steps outlined, you can set up a fully automated workflow that saves time and improves engagement with your leads. Start using Pabbly Connect today to streamline your lead generation process!