Learn how to automate sending WhatsApp messages to Facebook leads for your freelance business 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 for your freelance business, you first need to access Pabbly Connect. Visit the homepage of Pabbly Connect by typing in the URL Pabbly.com/connect.

Once on the homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create an account. Existing users can simply click ‘Sign In’ to access their dashboard. Remember, as a new user, you will receive 100 free tasks each month to explore Pabbly Connect’s features.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, navigate to the dashboard where you can see all your workflows. To create a new workflow, click on the ‘Create Workflow’ option in the top right corner.

A dialog box will appear asking you to name your workflow. For this integration, name it ‘Send Automated WhatsApp Message to Facebook Leads for Freelance Business’. You can also choose a folder to save this workflow. Select the appropriate folder and click ‘Create’ to proceed.

  • Select the trigger application as Facebook Lead Ads.
  • Choose the action application as WhatsApp Cloud API.
  • Set the trigger event to ‘New Lead Instant’.

After selecting the trigger and action applications, you will see two windows: one for trigger and one for action. The trigger will activate the workflow whenever a new lead is generated through Facebook Lead Ads.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads, you need to click on the ‘Connect’ button in the trigger section of Pabbly Connect. This will prompt you to add a new connection to your Facebook Lead Ads account.

Once you authorize the connection, select the Facebook page and lead gen form you have created for your freelance business. For example, if your page is named ‘The Business Builder’, select it along with the specific lead gen form you wish to capture leads from.

  • Choose the page from the dropdown.
  • Select the lead gen form that captures responses.
  • Click on ‘Save and Send Test Request’ to test the connection.

After submitting the form, you will see that the response is captured in Pabbly Connect, indicating that your connection is successful and ready to automate WhatsApp messages to your leads.

4. Setting Up WhatsApp Cloud API in Pabbly Connect

Next, you will set up the WhatsApp Cloud API in the action section of Pabbly Connect. Choose ‘WhatsApp Cloud API’ as your action application and select ‘Send Template Message’ as the action event.

To connect, click on ‘Add New Connection’ and enter the necessary details such as the temporary access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account under the API setup section.

Copy the temporary access token and paste it in the designated field. Paste the phone number ID and WhatsApp business account ID in their respective fields. Click ‘Save’ to establish the connection.

Once connected, you will be able to select the template name for the WhatsApp message you wish to send to your leads. Ensure your template is approved before using it in your communications.

5. Finalizing the Integration and Sending Messages

In this final step, you will finalize the integration by mapping the phone number and body fields in Pabbly Connect. Map the phone number of the lead from the previous step to ensure that the message is sent to the correct recipient.

Next, enter values for any variables used in your message template. For example, if your template includes the lead’s name, map that variable accordingly. After completing these mappings, click on ‘Save and Send Test Request’ to send a test message.

Ensure that the phone number is dynamic and mapped correctly. Provide values for any variables in the message template. Click ‘Save and Send Test Request’ to verify the process.

Upon successful completion, you will receive a confirmation that the WhatsApp message has been sent. This means your integration between Facebook Lead Ads and WhatsApp Cloud API via Pabbly Connect is fully operational, allowing you to automate communications with your leads.

Conclusion

In conclusion, integrating Facebook Leads with WhatsApp messages using Pabbly Connect streamlines communication for your freelance business. By following these steps, you can ensure timely responses to your leads effortlessly.

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