Automate WhatsApp Messages to Facebook Leads for Medical Device Companies Using Pabbly Connect

Learn how to automate sending WhatsApp messages to Facebook leads for your medical device company using Pabbly Connect. Step-by-step tutorial with clear instructions. 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 sending WhatsApp messages to Facebook leads for your medical device company, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you’re a new user, click on the ‘Sign Up Free’ option to get 300 tasks every month. Existing users should click on ‘Sign In’. Once logged in, you will be directed to the Pabbly Connect dashboard, where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located at the top right corner. This is where you will set up the automation process to send WhatsApp messages to your leads. using Pabbly Connect

• Enter a name for your workflow, such as ‘Life Care Facebook Leads to WhatsApp Message’.
• Select a folder for your workflow, which can be customized as per your needs.
• Click on the ‘Create’ button to proceed.

Now you’ll see the workflow window where you can define the trigger and action. The trigger will be set to Facebook Lead Ads, and the action will be the WhatsApp Cloud API.

3. Setting Up the Trigger for Facebook Leads

To start the automation, set your trigger application as Facebook Lead Ads. Choose the trigger event as ‘New Lead Instant’. This ensures that whenever a new lead is generated, Pabbly Connect captures the response immediately.

Next, click on ‘Connect’ to establish a new connection with Facebook. If your Facebook account is already connected, you can select the existing connection. Choose your Facebook account and select the page for your medical device company, such as ‘Life Care Medical Equipments’.

• Select the lead generation form you created in the Meta Business Suite.
• Click ‘Save and Send Test Request’ to verify the connection.

After this, Pabbly Connect will wait for a webhook response to confirm that the connection is successful.

4. Configuring WhatsApp Cloud API Action

Now, you need to set up the action application as WhatsApp Cloud API. Select the action event as ‘Send Template Message’. Again, click on ‘Connect’ to create a new connection. using Pabbly Connect

For this connection, you will need to provide details like token, phone number ID, and WhatsApp business account ID. These details are available in your WhatsApp Cloud API account set up in the Meta for Developers.

Copy the temporary access token and other required details from your WhatsApp Cloud API setup. Paste these details into Pabbly Connect and click ‘Save’.

After saving, you will need to select a message template that you have created for your WhatsApp messages. Ensure that the template includes variables for personalization, such as the recipient’s name.

5. Testing the Automation Workflow

To test the automation workflow, submit a new lead using the lead testing tool in Meta for Developers. Ensure you delete any previous leads to avoid conflicts.

Once you submit the new lead, Pabbly Connect will capture the data, and you should receive a WhatsApp message at the designated number. This message will confirm that the automation is functioning correctly.

Enter the new lead’s details, including your WhatsApp number. Click ‘Submit’ and wait for the WhatsApp message.

If you receive the message as expected, your automation setup is complete. You can now streamline your communication with leads from Facebook using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages to Facebook leads for a medical device company using Pabbly Connect. By following these steps, you can ensure timely communication with your leads, enhancing your customer engagement.