Learn how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. Step-by-step tutorial for CA firms. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send WhatsApp messages to CA firms’ Facebook leads, start by accessing Pabbly Connect. This platform enables seamless integration between Facebook and WhatsApp Cloud API.

Visit the Pabbly Connect homepage by browsing to the URL pa.com/connect. Here, you will find options to sign in or sign up. New users can click on ‘Sign Up Free’ to get 300 tasks every month.

2. Creating a Workflow in Pabbly Connect

Once signed in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner. This is where you will set up your automation process.

  • Name your workflow, for example, ‘FX Facebook Lead Ads to WhatsApp Message’.
  • Select a folder for organization, such as ‘Facebook Lead Ads to WhatsApp’.
  • Click on ‘Create’ to finalize your workflow setup.

With your workflow created, you can now define the trigger and action. The trigger will be Facebook Lead Ads, and the action will be WhatsApp Cloud API.

3. Setting Up the Trigger with Facebook Lead Ads

The first step in your workflow is to set up the trigger. In Pabbly Connect, select Facebook Lead Ads as your trigger application, and choose ‘New Lead Instant’ as the trigger event.

To connect your Facebook Lead Ads account, click on ‘Connect’ and select ‘Add New Connection’. Choose your Facebook account and authorize the connection. After successful authorization, select your Facebook page and lead generation form.

  • Choose the specific lead form you want to capture leads from.
  • Click on ‘Save and Send Test Request’ to test the connection.

Once the test is successful, you will receive a response indicating that the lead data has been captured, confirming that your trigger setup is complete.

4. Setting Up the Action with WhatsApp Cloud API

After successfully setting the trigger, the next step is to configure the action in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event.

To connect your WhatsApp Cloud API account, click on ‘Connect’ and select ‘Add New Connection’. You will need to provide your temporary access token, phone number ID, and WhatsApp Business Account ID. These details can be obtained from your WhatsApp Cloud API setup.

Map the recipient’s mobile number using the data from the Facebook lead. Select your message template, ensuring it contains dynamic variables for personalization.

Once you have filled in all necessary fields, click on ‘Save and Send Test Request’ to verify that your WhatsApp message is sent successfully.

5. Testing Your Automation Workflow

After setting up both the trigger and action in Pabbly Connect, it’s time to test the entire automation process. You can do this by submitting a new lead through the Facebook lead form.

To test, go back to the lead testing tool in Meta for Developers. Delete any existing test lead to create a new one. Enter the new lead’s details and submit the form.

Check your WhatsApp to confirm you received the automated message. You should see the message reflecting the lead’s name and other personalized details.

This confirms that your automation is functioning correctly, allowing you to efficiently nurture leads through WhatsApp.

Conclusion

Using Pabbly Connect, you can effortlessly automate sending WhatsApp messages to Facebook leads, enhancing your lead nurturing process. This integration streamlines communication and ensures timely responses to potential clients.

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