Learn how to automate sending WhatsApp messages to Facebook leads for your driving school using Pabbly Connect. Step-by-step guide included. 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 Integration
To automate sending WhatsApp messages to Facebook leads for your driving school, you need to access Pabbly Connect. Start by visiting the official Pabbly Connect website and either sign in or sign up for a free account.
If you are a new user, you can sign up for free and explore 100 tasks every month. Once logged in, navigate to the dashboard where you can create workflows that link Facebook Lead Ads with WhatsApp Cloud API.
2. Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. This initiates the setup of your automation process.
- Name your workflow (e.g., ‘Smooth Gear Facebook Lead to WhatsApp Message’).
- Select a folder to organize your workflows.
- Click on the ‘Create’ button to proceed.
Now, you will see the trigger and action setup interface. The trigger application will be Facebook Lead Ads, and the action application will be WhatsApp. This is where you will configure how the data flows between these applications via Pabbly Connect.
3. Setting Up the Trigger with Facebook Lead Ads
The first step in your workflow is to set up the trigger using Facebook Lead Ads. Select ‘Facebook Lead Ads’ as your trigger application and choose the event ‘New Lead Instant’. This allows Pabbly Connect to capture new leads as they come in.
Click on the ‘Connect’ button and select ‘Add New Connection’. You will need to authorize your Facebook account. Once connected, select your Facebook page and the lead form you are using. Click on ‘Save and Send Test Request’ to verify your setup.
- Choose your Facebook page (e.g., ‘Smooth Gear’).
- Select your lead generation form.
After saving, Pabbly Connect will wait for a webhook response. You can test this by submitting a lead through the Facebook Lead Ads testing tool. Once a test lead is submitted, you should see the lead data reflected in Pabbly Connect.
4. Configuring the Action Step with WhatsApp Cloud API
Next, it’s time to set up the action step using the WhatsApp Cloud API. Select ‘WhatsApp Cloud API’ as your action application and choose the event ‘Send Template Message’. This action will send a WhatsApp message to the lead captured in the trigger step through Pabbly Connect.
Click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your WhatsApp Cloud API credentials including the temporary access token, phone number ID, and WhatsApp business account ID. These can be obtained from the Meta for Developers portal.
Copy your temporary access token. Copy your phone number ID. Copy your WhatsApp business account ID.
After entering these details, click on ‘Save’. You will then need to specify the message template you created for WhatsApp, ensuring the message is tailored for your leads.
5. Sending the WhatsApp Message
Once the action step is configured, you will need to map the recipient’s mobile number and the message body using data from the trigger step. This is where Pabbly Connect shines by allowing you to insert dynamic data from the Facebook lead.
Map the phone number and any variables you used in your message template. After verifying that all fields are filled correctly, click on ‘Save and Send Test Request’. You should receive a confirmation that the message has been accepted.
Finally, check your WhatsApp to see if the message was sent successfully. You should see a personalized message, confirming that the integration works seamlessly through Pabbly Connect.
Conclusion
In this tutorial, we detailed how to use Pabbly Connect to automate sending WhatsApp messages to Facebook leads for your driving school. 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.
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