How to Automate WhatsApp Messages with Pabbly Connect and Facebook Leads

Learn how to automate WhatsApp messages to Facebook leads using Pabbly Connect. Follow this step-by-step guide for seamless integration with HubSpot and Wati. 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 start the automation process, the first step is to access Pabbly Connect. You can do this by visiting the Pabbly Connect homepage and either signing in or signing up for a free account. Once you log in, you will be directed to the dashboard, where you can manage your workflows.

After accessing the dashboard, you can create a new workflow by clicking on the ‘Create Workflow’ button. This allows you to set up the integration between Facebook Lead Ads, HubSpot, and WhatsApp via Wati. Make sure to give your workflow a meaningful name, like ‘Create HubSpot Contacts and Send WhatsApp Messages.’

2. Setting Up Facebook Lead Ads as Trigger in Pabbly Connect

In this section, we will set Facebook Lead Ads as the trigger in our Pabbly Connect workflow. Click on the trigger application and select Facebook Lead Ads. The trigger event you need to choose is ‘New Lead Instant,’ which will activate the workflow whenever a new lead is generated.

• Select ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account by clicking on ‘Add New Connection.’
• Choose the Facebook page and lead gen form associated with your ads.

After completing these steps, click on ‘Save and Send Test Request.’ This will wait for a webhook response, which means you need to test the integration by submitting a test lead through your Facebook form.

3. Creating a HubSpot Contact from Facebook Lead Data

Once you receive the test response in Pabbly Connect, the next step is to create a new contact in HubSpot using the lead data. Select HubSpot CRM as the action application and choose the ‘Create Contact’ action event.

Connect to your HubSpot account by clicking on ‘Add New Connection.’ After successfully connecting, you will need to map the required lead details from Facebook Lead Ads to the corresponding fields in HubSpot, such as first name, last name, email, and phone number.

• Map the first name, last name, and email from the Facebook lead data.
• Click on ‘Save and Send Test Request’ to create the contact.
• Check HubSpot to confirm that the new contact has been created.

This integration allows you to automatically create a new contact in HubSpot every time a lead is generated through your Facebook ads.

4. Sending WhatsApp Messages to Leads Using Wati

After successfully creating a HubSpot contact, the final step is to send a WhatsApp message to the new lead using Wati. In your Pabbly Connect workflow, add another action step and select Wati as the application. Choose ‘Send Template Message’ as the action event.

To connect Wati, click on ‘Add New Connection’ and enter the API endpoint and access token from your Wati dashboard. After connecting, you will need to map the WhatsApp number and template name from the lead data.

Map the WhatsApp number from the Facebook lead data. Select the approved WhatsApp template you want to use. Provide sample content for the variables used in the template.

Once you’ve completed these steps, click ‘Save and Send Test Request’ to send the WhatsApp message. Verify that the message has been received on WhatsApp by checking the lead’s contact.

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to leads generated from Facebook Lead Ads. By integrating Facebook Lead Ads, HubSpot, and Wati through Pabbly Connect, you can streamline your lead management process effectively.

This automation not only saves time but also ensures that every lead receives timely communication, enhancing your customer engagement. Start using Pabbly Connect today to automate your workflows and improve your business efficiency.