How to Assign Facebook Lead Ads Leads to Sales Team on WhatsApp Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with WhatsApp using Pabbly Connect to efficiently assign leads to your sales team. Step-by-step tutorial included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To assign Facebook Lead Ads leads to your sales team on WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly website and sign in or create a free account. This process is quick and allows you to utilize 100 tasks free every month.

After logging in, click on the Access Now button under Pabbly Connect. This will take you to the dashboard, where you can create workflows that automate your tasks. Ensure you have your Facebook and WhatsApp Cloud API credentials ready for the integration process.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to manage the leads. Click on the Create Workflow button and name your workflow according to your objective, such as ‘Assign Facebook Lead Ads Leads to Sales Team’. Select the folder where you want to save this workflow.

• Click on the Create button.
• Choose Facebook Lead Ads as your trigger application.
• Select New Lead Instant as the trigger event.

After setting the trigger, you will need to connect your Facebook account to Pabbly Connect. Click on Connect and then Add New Connection. Once connected, choose the Facebook page and lead form you want to use. Make sure the lead generation form is live before testing.

3. Setting Up Actions with Pabbly Connect

Once your trigger is set up in Pabbly Connect, the next step is to establish the actions that will occur when a new lead is generated. For this, we will use the Number Formatter tool to create a counter that assigns leads to the sales team alternatively.

• Select Number Formatter as the action application.
• Choose Counter as the action event.
• Set the initial value to 1 and the final value to 3 for the three team members.

This counter will increment with each new lead, ensuring that leads are assigned to each team member in turn. Save and test this action to ensure it is functioning correctly before proceeding.

4. Routing Leads to the Sales Team Using Pabbly Connect

Next, we will use the Router feature in Pabbly Connect to direct leads to the appropriate sales team member based on the counter value. Create a new router step and set it to conditionally run based on the counter value established earlier.

Rename the first route to Counter One. Set the filter to check if the counter value equals 1. Add an action step to send a message via WhatsApp Cloud API.

Repeat this process for the second and third team members by creating additional routes for counter values of 2 and 3. Each route will send the corresponding lead details to the respective team member’s WhatsApp number.

5. Finalizing the Integration with Pabbly Connect

In the final step, ensure that your WhatsApp Cloud API is set up correctly in Pabbly Connect. You will need to provide your access token, phone number ID, and WhatsApp business account ID to connect successfully.

After connecting, select the message template that you have created and approved on WhatsApp. Map the lead details into the message body, including the name, email, and phone number of the new lead. Test the workflow to confirm that the messages are sent to your sales team as expected.

Once everything is set up and tested, your integration will automatically assign new Facebook leads to your sales team on WhatsApp, enhancing your lead management process.

Conclusion

In this tutorial, we have detailed how to use Pabbly Connect to assign Facebook Lead Ads leads to your sales team on WhatsApp. This integration streamlines your lead assignment process and improves team communication, helping you convert leads into customers efficiently.