Learn how to automatically share your medical and health care brochure to Facebook leads on WhatsApp using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below


1. Introduction to Pabbly Connect for Automation

Pabbly Connect is an essential tool for automating the sharing of your medical and health care brochure to Facebook leads on WhatsApp. This process eliminates the need for manual data entry and speeds up communication with potential clients. With Pabbly Connect, you can seamlessly integrate Facebook Lead Ads with WhatsApp to send brochures automatically. using Pabbly Connect

In this tutorial, we will walk through how to set up this automation step-by-step using Pabbly Connect. You will learn how to connect your Facebook Lead Ads to Pabbly Connect, capture lead data, and send the health care brochure via WhatsApp.


2. Setting Up Your Pabbly Connect Account

To get started, you need to access Pabbly Connect and set up your account. Go to the Pabbly website and click on the ‘Sign Up Free’ button to create your account. If you already have an account, simply click on ‘Sign In’ to access your dashboard. using Pabbly Connect

Once logged in, navigate to the Pabbly Connect panel and click on ‘Access Now’ to enter the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Medical Brochure to Leads from Facebook Ads to WhatsApp’.

  • Visit the Pabbly website and sign up or log in.
  • Access the Pabbly Connect panel and create a new workflow.

After naming your workflow, you will see options for setting a trigger and action. The trigger will be a new lead from Facebook Lead Ads, and the action will be sending the medical brochure to WhatsApp.


3. Connecting Facebook Lead Ads to Pabbly Connect

In this step, you will connect your Facebook Lead Ads to Pabbly Connect. Start by selecting Facebook Lead Ads as your trigger application. Choose the trigger event as ‘New Lead’ and click on ‘Connect’. You will be prompted to authorize the connection with your Facebook account. using Pabbly Connect

Once you authorize the connection, select the Facebook page where your lead ads are running. You will also need to choose the lead generation form associated with your ads. This step is crucial as it allows Pabbly Connect to capture lead data directly from Facebook.

  • Select Facebook Lead Ads as the trigger application.
  • Choose ‘New Lead’ as the trigger event and connect your Facebook account.
  • Select your Facebook page and lead generation form.

After setting up the connection, you can proceed to generate a new lead by filling out the Facebook Lead Ad form. This will allow Pabbly Connect to capture the lead data for the next steps.


4. Capturing Lead Data in Pabbly Connect

After generating a new lead through the Facebook Lead Ad form, it’s time to capture the lead data in Pabbly Connect. Click on ‘Save and Send Test Request’ in Pabbly Connect to retrieve the lead details. This action will pull the data from Facebook Lead Ads into your Pabbly Connect workflow. using Pabbly Connect

You’ll see the captured data displayed within Pabbly Connect, including the lead’s name, phone number, and email address. This information is critical for sending the health care brochure via WhatsApp. Ensure that all data is accurately captured before proceeding to the next step.

Now that you have the lead data, you can move on to the final step of sending the health care brochure via WhatsApp using another application called 360 Dialogue. This application allows you to utilize WhatsApp’s API for sending messages directly.


5. Sending the Health Care Brochure to WhatsApp

To send the health care brochure to the lead, you will need to connect Pabbly Connect with 360 Dialogue. In the action event section, select ‘360 WhatsApp by 360 Dialogue’ and choose the action event as ‘Send Template Message’. Click on ‘Connect’ and enter your API key and domain from your 360 Dialogue account to establish the connection. using Pabbly Connect

Once connected, select the message template you created earlier in 360 Dialogue. This template will include personalized fields such as the lead’s name and the link to the health care brochure. Make sure to map the lead’s phone number and other required fields correctly.

Finally, click on ‘Save and Send Test Request’ to send the message. You should receive a confirmation that the message has been sent successfully to the lead’s WhatsApp, including the health care brochure link. This automation ensures that your leads receive timely information without any manual effort.


Conclusion

By following these steps, you can automate the process of sharing your medical and health care brochure with Facebook leads on WhatsApp using Pabbly Connect. This integration streamlines communication and enhances lead engagement, allowing you to focus on providing quality care to your clients.

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