Automate WhatsApp Messages from Facebook Leads Using HubSpot Integration

Learn how to integrate WhatsApp, Automation, API, Simply, Box, HubSpot, Facebook, AI Sensei, and Channel Channel to automate messaging for new Facebook leads. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. WhatsApp Integration with Facebook Leads

WhatsApp integration is essential for businesses looking to automate communication with leads generated from Facebook. In this case, we aim to send automated WhatsApp messages to new leads captured via Facebook lead ads. This integration ensures timely responses to potential customers, enhancing engagement and conversion rates.

To set up this automation, you will utilize Pabbly Connect as your integration platform. The process begins by creating a workflow that connects Facebook lead ads to WhatsApp messaging. This connection is crucial for ensuring that every new lead is promptly followed up with an automated message.

2. Setting Up the Workflow in Pabbly Connect

To begin the integration, log into your Pabbly Connect account. If you are new, you can sign up for free and receive 100 tasks monthly. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to start.

• Name your workflow: ‘Send Automated WhatsApp Messages to Facebook Leads’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to proceed.

Once the workflow is created, you will be prompted to set up the trigger and action applications. Here, select Facebook lead ads as the trigger application and choose ‘New Lead Instant’ as the trigger event. This setup ensures that every time a new lead is generated, the workflow activates automatically.

3. Connecting Facebook Lead Ads to Pabbly Connect

Connecting Facebook lead ads to Pabbly Connect is a straightforward process. Click on the connect button for Facebook lead ads, and ensure you are logged into your Facebook account. Once connected, the authorization should be successful, allowing you to proceed with the integration.

Next, select the Facebook page associated with your business and the lead generation form. For example, if your page is named ‘My Tour Guide,’ you will select this page and the corresponding lead form, such as ‘New Lead Contact Form.’ After making these selections, click on ‘Save’ and then on ‘Send Test Request’ to confirm the connection.

4. Creating a Contact in HubSpot

After successfully capturing the lead details from Facebook, the next step is to create a contact in HubSpot. For this, you need to connect Pabbly Connect with HubSpot. Click on the connect button and log into your HubSpot account. Once connected, you will be able to map the lead details from Facebook into HubSpot.

• Map the first name, last name, email, and phone number from the Facebook response.
• Set the lead status to ‘New’ for tracking purposes.
• Click on ‘Save’ and test the request to ensure the contact is created successfully.

Once the contact is created in HubSpot, you will receive a confirmation response indicating that the lead from Facebook has been successfully added to your CRM.

5. Sending WhatsApp Message Using Vati

Now that you have created a contact in HubSpot, the final step is to send an automated WhatsApp message to the lead using Vati. To do this, establish a connection between Vati and Pabbly Connect. You will need to enter the API endpoint and access token provided in your Vati account.

After connecting, map the WhatsApp number from the lead details and select the template you created for messaging, such as ‘Travel Tourism.’ Ensure to customize the message with the lead’s name using variables. This personalization enhances engagement with your leads.

Finally, click on ‘Save’ and test the request. A positive response indicates that the automated WhatsApp message has been successfully sent to the lead, completing the integration process.

Conclusion

This tutorial demonstrated how to automate WhatsApp messages for new leads from Facebook using HubSpot integration. By utilizing WhatsApp, Automation, and API connections, businesses can streamline their communication processes, ensuring timely follow-ups and improved customer engagement.