Automate WhatsApp Messaging and Google Sheets Integration with Simply and Make

Learn how to integrate Simply with Automation, Just, and more to automate WhatsApp messaging and Google Sheets for Facebook leads in this detailed tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Introduction to Simply and Automation

Simply is a powerful platform that allows you to automate processes without coding. Automation is crucial for businesses seeking efficiency, especially when integrating applications like Facebook and Google Sheets. using Pabbly Connect

In this tutorial, we will explore how to automate WhatsApp messaging and manage leads in Google Sheets using Simply and Make. This integration will streamline your workflow, saving time and reducing manual errors.

2. Setting Up Facebook Lead Ads with Simply

To start, you need to set up Facebook Lead Ads, which will be the trigger for our automation process. Simply allows for seamless integration with Facebook. using Pabbly Connect

• Log into your Facebook account and navigate to your Ads Manager.
• Create a new Lead Ad campaign, ensuring you have a lead form ready.
• Select the audience and budget for your campaign.

Once your ad is live, leads will begin to come in. This is where Simply and Make come into play for automation.

3. Integrating Google Sheets to Capture Leads

To capture leads from Facebook into Google Sheets, we will use Simply’s integration capabilities. Google Sheets will serve as our database for all incoming leads. using Pabbly Connect

First, navigate to Simply and create a new workflow. Select Facebook Lead Ads as the trigger application and configure it to listen for new leads. After that, set Google Sheets as the action application to create a new row for each lead.

• Choose the spreadsheet where you want to store lead information.
• Map the fields from the lead form to the corresponding columns in your Google Sheet.
• Test the connection to ensure data is flowing correctly.

With this setup, every new lead from Facebook will automatically populate your Google Sheets, making tracking and management much easier.

4. Sending WhatsApp Messages via AI CC

Next, we will automate WhatsApp messaging to notify leads about their inquiry. Simply integrates with AI CC to send personalized messages. using Pabbly Connect

Set AI CC as the action application in your Simply workflow. Configure it to send a template message upon receiving a new lead. Ensure you have a message template ready that includes placeholders for personalization.

Create a WhatsApp message template that includes variables for the lead’s name and service of interest. Link this template to your campaign in AI CC. Test the WhatsApp message to ensure it sends correctly.

This automation allows you to engage with leads immediately, enhancing customer experience and increasing conversion chances.

5. Receiving Lead Notifications via WhatsApp

Lastly, we will set up notifications for yourself whenever a new lead is captured. This ensures you stay updated on potential clients without having to check Google Sheets constantly. using Pabbly Connect

Repeat the integration process with AI CC, but this time use a different template for notifications. Configure it to send you a WhatsApp message with all relevant lead details.

Create a notification template that includes the lead’s name, service, email, and phone number. Link this notification template to a new campaign in AI CC. Test the notification to ensure it arrives correctly.

With this final step, you will receive timely updates about new leads directly via WhatsApp, allowing you to follow up promptly.

Conclusion

In this tutorial, we explored how to automate WhatsApp messaging and manage leads in Google Sheets using Simply and Make. By integrating Facebook Lead Ads, Google Sheets, and AI CC, you can streamline your lead management process efficiently. This automation not only saves time but also enhances your ability to connect with potential clients effectively.