Learn how to automate WhatsApp notifications using Pabbly Connect by integrating various applications. Follow our detailed tutorial for seamless automation. 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. Integrate WhatsApp with Pabbly Connect

To start the automation process, you need to integrate WhatsApp with Pabbly Connect. First, log into your Pabbly Connect account. If you don’t have an account, you can sign up for free. Once logged in, click on the ‘Create Workflow’ button at the top right corner.

Next, you will be prompted to name your workflow. Name it something relevant, like ‘WhatsApp Automation’. After naming it, select WhatsApp as the application you want to connect. This sets up the foundation for sending WhatsApp messages automatically.

2. Collect Data from Facebook Leads Using Pabbly Connect

Now that you have integrated WhatsApp, the next step is to collect data from Facebook leads. In the trigger event, select ‘Facebook Lead Ads’ and choose the event type as ‘New Lead’. This means every time a new lead fills out your Facebook form, Pabbly Connect will receive this data.

To set this up, ensure you have connected your Facebook account with Pabbly Connect. You will need to choose the specific page and form from which you want to collect leads. This allows Pabbly Connect to monitor the leads generated through your Facebook ads.

  • Log into Pabbly Connect.
  • Select ‘Facebook Lead Ads’ as the trigger app.
  • Choose ‘New Lead’ as the trigger event.

Once the setup is complete, test the connection to ensure that Pabbly Connect is receiving the lead data correctly. This is crucial for the next step where we will send WhatsApp messages to those leads.

3. Send WhatsApp Messages to Leads via Pabbly Connect

After configuring the lead collection, it’s time to set up WhatsApp messages. In the action window of Pabbly Connect, select ‘Wati’ (WhatsApp API) as the action app. Choose the action event as ‘Send Template Message’. This will allow you to send a pre-defined message to the leads collected from Facebook.

Map the collected lead data to the WhatsApp message template. For instance, you can personalize the message by including the lead’s name and product information. This is done by selecting the relevant fields from the data received from Facebook.

  • Select ‘Wati’ as the action app.
  • Choose ‘Send Template Message’ as the action event.
  • Map the lead’s name and other relevant details to the message template.

Finally, test this action to confirm that the WhatsApp message is sent successfully to the lead upon their submission of the Facebook form.

4. Add Order Details to Google Sheets via Pabbly Connect

In addition to sending WhatsApp messages, you can also log the lead details into a Google Sheet. In the next action window of Pabbly Connect, select ‘Google Sheets’ as the action app. Choose the action event as ‘Add New Row’. This will allow you to save every lead’s information into a structured format.

Map the fields from the lead data to the corresponding columns in your Google Sheet. For instance, map the lead’s name, email, and phone number to the respective columns in your Google Sheet. This ensures all lead data is collected and stored for future reference.

Select ‘Google Sheets’ as the action app. Choose ‘Add New Row’ as the action event. Map lead details to the Google Sheet columns.

Once this is set up, every new lead will not only receive a WhatsApp message but also have their information automatically logged into your Google Sheet.

5. Test and Activate Your Workflow in Pabbly Connect

After setting up the entire workflow, it’s essential to test the integration to ensure everything works smoothly. Click on the ‘Save’ button to save your workflow and then run a test to see if all components are functioning as expected.

Once the tests are successful, activate your workflow in Pabbly Connect. This will ensure that every time a new lead is generated through Facebook, they will receive a WhatsApp message and their details will be logged into Google Sheets without any manual effort.

Run a test to confirm all integrations work correctly. Activate the workflow in Pabbly Connect. Ensure future leads will be processed automatically.

With this, you have successfully set up an automated workflow using Pabbly Connect that connects WhatsApp, Google Sheets, and Facebook Leads, enhancing your business efficiency.

Conclusion

This guide has shown you how to automate WhatsApp notifications using Pabbly Connect by integrating various applications like Facebook Leads, Google Sheets, and WhatsApp. With this setup, your business can enjoy seamless communication and efficient data management.

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