Learn how to automate WhatsApp messages to Facebook leads for your biotechnology company using Pabbly Connect. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To send WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect website. Here, you will find options to sign in or sign up for free. If you are a new user, click on ‘Sign Up Free’ to create an account and get 100 free tasks monthly. Existing users can simply log in.
Once logged in, you will be directed to the Pabbly Connect dashboard. Here, locate and click the ‘Create Workflow’ button on the top right corner. This is where you will set up the automation process for sending WhatsApp messages whenever a new lead is generated from Facebook.
2. Creating a Workflow in Pabbly Connect
In the workflow dialog, name your workflow, such as ‘Bio Plus Facebook Lead Ads to WhatsApp Message’. Select the appropriate folder for organization, then click ‘Create’. This action sets the stage for your automation, where the trigger will be Facebook Lead Ads and the action will be WhatsApp messages.
- Name your workflow appropriately.
- Select the correct folder for organization.
- Click ‘Create’ to initiate the workflow.
Now, set up your trigger by selecting Facebook Lead Ads as the application and ‘New Lead Instant’ as the trigger event. This ensures that every time a new lead is generated, Pabbly Connect captures the response immediately.
3. Connecting Facebook Lead Ads to Pabbly Connect
To connect your Facebook Lead Ads to Pabbly Connect, click on the ‘Connect’ button. If you have not connected your Facebook account yet, select ‘Add New Connection’. After establishing the connection, choose the Facebook page you want to use, such as ‘Biop Plus’.
Next, select the lead generation form you created in Meta Business Suite. This is crucial as it specifies which leads Pabbly Connect will capture. After making your selections, click ‘Save and Send Test Request’ to test the connection.
- Select your Facebook page from the dropdown.
- Choose the lead form you want to capture leads from.
- Click ‘Save and Send Test Request’ to validate the connection.
After this, Pabbly Connect will wait for a webhook response, indicating that the setup is ready for testing.
4. Setting Up WhatsApp Cloud API in Pabbly Connect
Next, you will set up the action application, which is the WhatsApp Cloud API. Choose ‘Send Template Message’ as your action event. Click ‘Connect’ and select ‘Add New Connection’. Here, you will need to enter your WhatsApp Cloud API account details, including the temporary access token, phone number ID, and WhatsApp business account ID.
Make sure to copy these details from your WhatsApp Cloud API setup in Meta for Developers. Once all details are filled in, click ‘Save’. Now, you will need to select your message template that you previously created for WhatsApp messages.
Select ‘Send Template Message’ as the action event. Enter your WhatsApp Cloud API details accurately. Choose your message template from the dropdown.
Ensure that you have created a message template that includes variables for personalization. This way, whenever a new lead is generated, Pabbly Connect will automatically fill in the lead’s name in the message.
5. Testing the Integration with Pabbly Connect
To test the integration, you will need to submit a new lead through the Facebook Lead Ads tool. First, delete any existing leads to allow for new submissions. Once done, refresh the window and select your page and form again. Submit a new lead with dummy data and your actual phone number to receive the WhatsApp message.
After submitting, check your WhatsApp for the message. If everything is set up correctly, you should receive a personalized message confirming the lead’s interest. This confirms that Pabbly Connect has successfully automated the process from Facebook Lead Ads to WhatsApp messaging.
Delete any previous leads before testing. Submit a new lead with your actual phone number. Check WhatsApp for the automated message.
This final step verifies that the integration is functioning as intended, allowing you to automate WhatsApp messages to your leads effectively.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to send WhatsApp messages to Facebook leads for your biotechnology company. By following these steps, you can automate your communication process, ensuring timely engagement with potential customers.
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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