How to Nurture Mortgage Leads with Facebook Lead Ads & WhatsApp Using Pabbly Connect

Learn how to nurture mortgage leads using Facebook Lead Ads and WhatsApp through Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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. Setting Up Pabbly Connect for Facebook Lead Ads and WhatsApp

To start nurturing mortgage leads, we will utilize Pabbly Connect to automate the process between Facebook Lead Ads and WhatsApp. First, access Pabbly Connect by visiting the official website and signing up or logging in. Once logged in, you can explore the dashboard to create workflows that connect various applications seamlessly.

After logging into Pabbly Connect, you will see options to create a new workflow. Click on ‘Create Workflow’ and name it ‘Nurture Mortgage Leads with Facebook Lead Ads and WhatsApp’. This will help you organize your automations effectively. Choose the appropriate folder for your workflow and click ‘Create’ to proceed.

2. Connecting Facebook Lead Ads to Pabbly Connect

In this section, we will set up Facebook Lead Ads as the trigger application in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instance’. This event will trigger the workflow whenever a new lead is generated from your Facebook ad campaign.

• Click on ‘Connect Now’ to establish a connection with Facebook Lead Ads.
• If prompted, log into your Facebook account to authorize the connection.
• Select the relevant Facebook page and lead generation form you want to use.

After selecting the page and form, click on ‘Save and Send Test Request’. This will allow you to test the integration. If successful, you will see a confirmation that the lead data has been captured in Pabbly Connect, which means the connection is successfully established.

3. Integrating WhatsApp Cloud API with Pabbly Connect

The next step involves integrating WhatsApp Cloud API with Pabbly Connect to send automated messages to your leads. Select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’. This will enable you to send personalized messages to your leads based on the information received from Facebook Lead Ads.

To connect WhatsApp Cloud API, you need to provide three key details: Token, Phone Number ID, and WhatsApp Business Account ID. These details can be found in the Meta for Developers dashboard. Make sure to copy and paste these details into the respective fields in Pabbly Connect.

• Navigate to the API setup section in your WhatsApp Cloud API dashboard.
• Copy the required details and paste them into Pabbly Connect.
• Click ‘Save’ to establish the connection.

Once connected, you can proceed to map the lead’s phone number and name to personalize your message. This ensures that every lead receives a customized WhatsApp message upon submission of their information through Facebook Lead Ads.

4. Creating a WhatsApp Message Template in Pabbly Connect

Now that we have established the connection, it’s time to create a WhatsApp message template. In Pabbly Connect, select your template from the dropdown list. This template will be used to send messages to your leads, ensuring they receive relevant information about your mortgage services.

To create your template, go to the message template section in the WhatsApp Cloud API dashboard. Here, you can create a message that includes dynamic variables such as the lead’s name. This personalization helps in making the communication more effective.

Craft a template that introduces your services and invites leads for further consultation. Use dynamic fields to personalize the message for each lead. Ensure the template is approved before using it in your workflow.

After creating and approving your template, return to Pabbly Connect and select the template name, language code, and template ID. This setup allows you to send personalized messages to each new lead automatically.

5. Finalizing Your Workflow in Pabbly Connect

With all components connected, it’s time to finalize your workflow in Pabbly Connect. Review the setup to ensure all mappings are correct, especially the recipient’s phone number and the message body. This step is crucial for ensuring that your leads receive the right information.

After double-checking your settings, click on ‘Save and Send Test Request’ to verify that the entire workflow functions as intended. If successful, you should receive a WhatsApp message at the designated number, confirming that your integration works seamlessly.

This automated process will now nurture your mortgage leads effectively. Whenever a new lead fills out the form on Facebook, they will automatically receive a WhatsApp message, allowing you to engage with them promptly and professionally.

Conclusion

In this tutorial, we explored how to nurture mortgage leads using Pabbly Connect, integrating Facebook Lead Ads with WhatsApp and WhatsApp Cloud API. By setting up automated workflows, you can effectively engage with leads, ensuring timely communication and improved lead nurturing.