Learn how to automate WhatsApp messages for LinkedIn Lead Gen Forms leads using Pabbly Connect and WhatsApp Cloud API with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Automation
To start sending automated WhatsApp messages for LinkedIn Lead Gen Forms leads, you first need to access Pabbly Connect. This integration platform allows you to connect various applications seamlessly, including LinkedIn and WhatsApp Cloud API.
Begin by visiting the Pabbly Connect website. If you’re a new user, you can sign up for free and receive 100 free tasks every month. Existing users can log in to their account to access the dashboard, where they can create workflows for automation.
2. Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, prompting you to name your workflow and select a folder for organization.
- Name your workflow: ‘Send Automated WhatsApp Message for LinkedIn Lead Gen Forms Leads using WhatsApp Cloud API’
- Select a folder, such as ‘LinkedIn Automations’ for better organization.
After setting the name and folder, click the ‘Create’ button to finalize the workflow. Now you will see two sections: Trigger and Action, which are crucial for the automation process.
3. Setting Up Trigger for LinkedIn Lead Gen Forms
In this step, you will configure the trigger for your automation using Pabbly Connect. Select ‘LinkedIn Lead Gen Forms’ as the trigger application. This allows you to capture leads generated through LinkedIn automatically.
Choose ‘New Lead Gen Form Response’ as the trigger event. Click on the ‘Connect’ button to establish a connection with your LinkedIn account. After authorization, select your LinkedIn account and the specific lead form you want to use.
- Select your LinkedIn account from the dropdown.
- Choose the lead form you have created, such as ‘P Demo’.
Click on ‘Save and Send Test Request’ to capture the latest lead response. Ensure that you have generated a test lead through your LinkedIn form before this step to see the response.
4. Configuring Action to Send WhatsApp Messages
Now that you have set up the trigger, it’s time to configure the action using Pabbly Connect. Select ‘WhatsApp Cloud API’ as the action application, which will send the WhatsApp messages to your leads.
Choose ‘Send Template Message’ as the action event. Click on the ‘Connect’ button and provide the necessary details such as the token, phone number ID, and WhatsApp Business Account ID. These details are crucial for establishing the connection between Pabbly Connect and WhatsApp Cloud API.
Enter your WhatsApp Cloud API token. Provide your phone number ID and WhatsApp Business Account ID.
After connecting, specify the template name you’ve created for your messages. This template will allow you to send personalized messages to your leads automatically.
5. Testing the Integration
With everything set up, it’s essential to test your integration to ensure it works correctly. Use Pabbly Connect to send a test message to your WhatsApp. Make sure to enter your mobile number in the recipient field for this test.
Once you click on ‘Save and Send Test Request,’ check your WhatsApp for the message. If everything is configured correctly, you should receive a WhatsApp message thanking you for your interest, personalized with the lead’s name.
This successful message indicates that your automation between LinkedIn Lead Gen Forms and WhatsApp Cloud API through Pabbly Connect is functioning as intended, allowing you to efficiently follow up with leads.
Conclusion
In this tutorial, we covered how to automate WhatsApp messages for LinkedIn Lead Gen Forms leads using Pabbly Connect. By following these steps, you can streamline your lead follow-up process and enhance your conversion rates.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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