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

Learn how to send automated WhatsApp messages to your consultancy service leads using Pabbly Connect. Follow our step-by-step tutorial to streamline your communication. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Your Automation

To send automated WhatsApp messages to your consultancy service leads, the first step is to access Pabbly Connect. This platform enables seamless integration between your Facebook lead ads and WhatsApp messaging.

Visit the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you can sign in if you have an existing account or click on ‘Sign up for free’ to create a new account. Once registered, you will receive free tasks each month to explore the platform’s features.

2. Create a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard. To create a new workflow for sending automated WhatsApp messages, click on the ‘Create Workflow’ option located in the top right corner.

A dialog box will prompt you to name your workflow. Enter a descriptive name like ‘Send Automated WhatsApp Message to Consultancy Service Lead’ and select a folder to save it. Click on ‘Create’ to proceed.

• Name your workflow clearly to identify its purpose.
• Select a folder for better organization of your workflows.

Your new workflow will now open with options for setting up triggers and actions. In this case, the trigger will be Facebook lead ads, and the action will be sending a WhatsApp message.

3. Set Up Facebook Lead Ads as the Trigger

The next step in Pabbly Connect is to set up Facebook lead ads as your trigger. Select ‘Facebook Lead Ads’ from the application list and choose ‘New Lead Instant’ as the trigger event. This ensures that whenever a new lead is generated, the process will initiate.

Click on ‘Connect’ and then select ‘Add New Connection’ to link your Facebook account. After successful authorization, your Facebook lead ads will be connected to Pabbly Connect.

• Choose the correct trigger event to capture new leads instantly.
• Ensure your Facebook account is authorized for seamless integration.

Once connected, select the Facebook page and the lead generation form you want to use. Click on ‘Save and Send Test Request’ to ensure everything is functioning correctly.

4. Send WhatsApp Message Using Vati via Pabbly Connect

With the trigger set, the next step is to configure the action to send a WhatsApp message using Vati. In the action application section, search for and select ‘Vati’. Then, choose ‘Send Template Message’ as your action event.

Click on ‘Connect’ and select ‘Add New Connection’ to connect your Vati account to Pabbly Connect. You will need to input the API endpoint and access token from your Vati account’s API documentation.

Ensure you have the correct API details from your Vati dashboard. Map the WhatsApp number dynamically from the previous response to personalize messages.

After entering all required details, including the message template, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully to the lead.

5. Conclusion: Automate Your Lead Communication with Pabbly Connect

In this tutorial, we demonstrated how to send automated WhatsApp messages to your consultancy service leads using Pabbly Connect. By integrating Facebook lead ads with WhatsApp through Vati, you can streamline your communication process.

The steps included accessing Pabbly Connect, creating a workflow, setting up Facebook lead ads as a trigger, and configuring the action to send WhatsApp messages. This automation allows you to engage with leads instantly, improving your response time and enhancing customer satisfaction.

By following these steps, you can easily set up your own automated messaging system. This process not only saves time but also ensures that your leads receive timely information about your services.