How to Send Automated WhatsApp Messages to Your Consultancy Leads Using Pabbly Connect

Learn how to send automated WhatsApp messages to your consultancy service leads using Pabbly Connect and Facebook Lead Ads in this comprehensive tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send automated WhatsApp messages to your consultancy service leads, we first need to access Pabbly Connect. Start by typing the URL ‘Pabbly.com/connect’ in your browser. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on the ‘Sign up for free’ button to create your account. Once logged in, you will be directed to the dashboard where you can access all Pabbly products. Click on ‘Access Now’ under Pabbly Connect to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear prompting you to name your workflow. Enter the name ‘Send Automated WhatsApp Message to Consultancy Service Lead’.

• Select the folder where you want to save the workflow.
• Click on ‘Create’ to finalize your new workflow.

Once created, you will see two windows open for ‘Trigger’ and ‘Action’. In this workflow, the trigger will be Facebook Lead Ads and the action will be sending a WhatsApp message through Wati. This setup will allow Pabbly Connect to automate the process seamlessly.

3. Configuring Facebook Lead Ads as Trigger

Now, we will configure Facebook Lead Ads as the trigger in Pabbly Connect. Select Facebook Lead Ads from the application list and choose ‘New Lead Instant’ as the trigger event. Click on ‘Connect’ to establish a connection with your Facebook account.

After clicking ‘Add New Connection’, you will be prompted to log in to your Facebook account. Once authorized, select the page and lead generation form associated with your Facebook ads. Click on ‘Save and Send Test Request’ to capture a test lead response. This ensures that Pabbly Connect is correctly set up to receive lead data.

4. Sending WhatsApp Messages Using Wati

Next, we will set up the action to send WhatsApp messages through Wati in Pabbly Connect. Search for Wati and select it as your action application. Choose ‘Send Template Message’ as the action event and click ‘Connect’.

• Enter the API endpoint and access token from your Wati account.
• Map the WhatsApp number from the previous response to ensure the message is sent to the correct lead.

After mapping the number, select the WhatsApp template you want to use for the message. Make sure to customize the message body and include any variables to personalize the communication. This setup will allow Pabbly Connect to send automated messages efficiently.

5. Testing and Activating Your Workflow

Finally, it’s time to test and activate your workflow in Pabbly Connect. Click on ‘Save and Send Test Request’ to send a test message to the WhatsApp number you mapped. Check your WhatsApp to confirm that the message has been received successfully.

Once the test is successful, activate your workflow. From now on, every time a new lead is generated through Facebook Lead Ads, Pabbly Connect will automatically send a WhatsApp message to that lead without any manual effort.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send automated WhatsApp messages to your consultancy service leads. By integrating Facebook Lead Ads with WhatsApp through Pabbly Connect, you can streamline your communication process and enhance customer engagement.