Automate WhatsApp Messaging with Pabbly Connect and LinkedIn Lead Forms

Learn how to automate WhatsApp messages using Pabbly Connect with LinkedIn Lead Forms for efficient lead management. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages using Pabbly Connect, you first need to access the platform. Go to the official Pabbly Connect website and sign in using your credentials. If you are a new user, you can sign up for a free account to explore the features.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create workflows that integrate various applications. This process will allow you to connect your LinkedIn Lead Forms with WhatsApp for efficient lead management.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate your WhatsApp messaging. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will then be prompted to name your workflow. For this integration, name it ‘Send and Get WhatsApp Message for LinkedIn Leads’.

• Select a folder for your workflow, such as ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating your workflow, you will see options for setting up triggers and actions. This is where you will define how Pabbly Connect will respond to new leads from your LinkedIn forms.

3. Setting Up the Trigger in Pabbly Connect

The first step in your workflow is to set up a trigger. In this case, you will select ‘LinkedIn Lead Forms’ as your trigger application. This means that whenever a new lead is submitted through your LinkedIn form, Pabbly Connect will capture this information automatically.

Choose the trigger event as ‘New Lead in Form Response’. This will ensure that your workflow is initiated every time a new lead is generated. Click on the ‘Connect’ button to establish a connection between your LinkedIn account and Pabbly Connect.

• Log in to your LinkedIn account to authorize the connection.
• Select the account and lead form you are using.

Once connected, you can generate a test lead to verify that the trigger is functioning correctly. This step is crucial to ensure that Pabbly Connect is capturing the lead information accurately.

4. Sending WhatsApp Messages via Pabbly Connect

After setting up the trigger, the next step is to send an automated WhatsApp message to the new lead. For this, you will select ‘WhatsApp by AI Sensei’ as your action application. This feature allows you to send customized messages directly to leads via WhatsApp, enhancing engagement.

Choose the action event as ‘Send Template Message’. To connect your WhatsApp account, click on the ‘Connect’ button. You will need to enter your API key from the WhatsApp by AI Sensei account to establish the connection.

Enter the campaign name that you will use for the template message. Map the lead’s phone number and name from the trigger response.

Once all details are filled in, click on the ‘Save and Send Test Request’ button to ensure the message is sent successfully. This step confirms that Pabbly Connect is effectively communicating with WhatsApp and can send messages seamlessly.

5. Setting Up WhatsApp Alerts for New Leads

To further enhance your lead management, you can set up an additional action in Pabbly Connect to receive WhatsApp alerts for every new lead. Again, select ‘WhatsApp by AI Sensei’ as your action application and the action event as ‘Send Template Message’.

Use the same connection established earlier, and enter the campaign name for the alert message. Map the necessary variables such as name, email, and company name to personalize the alert message.

Ensure the campaign status is set to live before launching. Click on ‘Save and Send Test Request’ to verify that the alert is sent correctly.

With this setup, Pabbly Connect will automatically notify you via WhatsApp whenever a new lead is received, ensuring you never miss an opportunity to engage with potential clients.

Conclusion

In this tutorial, we explored how to automate WhatsApp messaging using Pabbly Connect with LinkedIn Lead Forms. By following these steps, you can efficiently manage leads and enhance your communication strategy, ensuring timely responses and improved engagement.