Learn how to automate sending WhatsApp messages to Facebook leads for your insurance agency using Pabbly Connect. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending WhatsApp messages to Facebook leads, first access Pabbly Connect. This automation tool allows you to connect your Facebook leads with WhatsApp seamlessly, making it perfect for your insurance agency.

Begin by visiting the Pabbly Connect website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click ‘Sign In’ to access their dashboard. Once logged in, navigate to the Pabbly Connect application and click on ‘Access Now’ to begin setting up your workflow.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. This is where you will set up the automation to send WhatsApp messages to your Facebook leads. Name your workflow, for instance, ‘Facebook Lead Ads to WhatsApp for Insurance Agency,’ and choose an appropriate folder for organization.

  • Click on the ‘Create’ button to initiate the workflow.
  • Select Facebook Lead Ads as your trigger application.
  • Choose ‘New Lead Instant’ as the trigger event.

These steps effectively set the stage for your automation, establishing Facebook as the trigger for sending WhatsApp messages via Pabbly Connect.

3. Connecting Facebook Lead Ads to Pabbly Connect

Once you’ve set the trigger, the next step is to connect your Facebook Lead Ads account. Click on ‘Connect’ and choose to add a new connection. Follow the prompts to link your Facebook account to Pabbly Connect.

After establishing the connection, select your Facebook page, in this case, ‘Elite Chore Insurance,’ and the lead form you want to use. Click on ‘Save and Send Test Request’ to capture a dummy lead response, which Pabbly Connect will use to trigger the WhatsApp message.

4. Setting Up WhatsApp Integration in Pabbly Connect

After successfully capturing the lead information, proceed to set up the action application. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event. This allows Pabbly Connect to send a WhatsApp message automatically when a new lead is captured.

Click on ‘Connect’ to establish the WhatsApp Cloud API connection. You will need to enter your API token, phone number ID, and WhatsApp business account ID, which can be obtained from the Meta for Developers platform. After entering these details, click on ‘Save’ to complete the connection.

5. Mapping Fields and Testing the Workflow

With the WhatsApp connection established, it’s time to map the necessary fields. Select the template name and language code from your WhatsApp account. Ensure you map the phone number and personalize the message body using variables to make it dynamic.

  • Replace the dummy mobile number with the actual number for testing.
  • Click on ‘Save and Send Test Request’ to verify the integration.

If everything is set correctly, you will receive a WhatsApp message confirming the successful automation. This step proves that Pabbly Connect effectively connects your Facebook leads with WhatsApp, ensuring no lead goes unattended.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to Facebook leads for your insurance agency. By following the outlined steps, you can automate your communication process effectively and efficiently.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.