Learn how to automate LinkedIn lead alerts to WhatsApp using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Setting Up Pabbly Connect for LinkedIn Leads Alerts
To get started with automating LinkedIn lead alerts on WhatsApp, you first need to access Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly. If you don’t have an account, you can create one for free in just a couple of minutes.
Once logged in, navigate to the dashboard and click on the blue button labeled ‘Create Workflow’. You will then need to provide a name for your workflow, for example, ‘Get Alerts of LinkedIn Leads on WhatsApp’. After naming your workflow, click on ‘Create’ to proceed.
2. Selecting Trigger Event in Pabbly Connect
In this step, you will define the trigger event that initiates the workflow. For this integration, select the LinkedIn Lead Generation Form as your trigger application. Choose the event labeled ‘New Lead Generation Form Response’. This means that whenever a new lead submits the form, the automation will trigger. using Pabbly Connect
- Select ‘LinkedIn Lead Generation Form’ as the trigger application.
- Choose the trigger event ‘New Lead Generation Form Response’.
- Click on ‘Connect’ to establish the connection with LinkedIn.
Once connected, you will be asked to select your LinkedIn account and the specific lead form you wish to use. After selecting the appropriate form, click on ‘Save and Send Test Request’ to ensure the connection is successful.
3. Integrating WhatsApp for Lead Notifications
Next, you will integrate WhatsApp into your workflow to receive lead alerts. For this, select the application ‘Interact’ in Pabbly Connect as your action application. Choose the action event ‘Send WhatsApp Message’. This step is crucial as it allows you to send notifications directly to your WhatsApp number whenever a new lead is generated.
- Select ‘Interact’ as the action application.
- Choose the action event ‘Send WhatsApp Message’.
- Connect your Interact account using the provided secret key.
After establishing the connection, you will need to provide the required information such as the phone number and the message template to send. Ensure that the phone number is formatted correctly to receive messages.
4. Creating WhatsApp Message Template in Interact
To send personalized messages via WhatsApp, you need to create a message template in your Interact account. This template will define how the lead alert message appears on WhatsApp. Log in to your Interact dashboard, navigate to the template section, and create a new template. using Pabbly Connect
In the message template, include variables for lead details such as name, email, and phone number. For example, you might write: ‘Hello {Name}, a new lead has just arrived via LinkedIn. Here are the details: Name: {Name}, Email: {Email}, Phone: {Phone}’. Make sure to save and submit the template for approval before using it in your workflow.
5. Testing the Integration and Finalizing Setup
After setting up the message template, it’s time to test your integration. Submit a test lead through your LinkedIn lead generation form to see if the alert is sent to your WhatsApp. Go back to Pabbly Connect and click on ‘Save and Send Test Request’ to see if you receive the WhatsApp message.
If everything is set up correctly, you should receive a WhatsApp message alerting you of the new lead with all the details you configured in the template. Remember, the trigger checks for new leads every 10 minutes, so there may be a slight delay in receiving notifications.
Conclusion
By following this tutorial, you have successfully set up an automation using Pabbly Connect to receive LinkedIn lead alerts on WhatsApp. This integration not only helps you stay updated with your leads but also enhances your follow-up process, making it easier to convert potential clients.
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