How to Send WhatsApp Messages to Facebook Leads for Your Insurance Agency Using Pabbly Connect

Learn how to automate sending WhatsApp messages to Facebook leads for your insurance agency using Pabbly Connect. Step-by-step guide with detailed instructions. 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 Your Insurance Agency

To send WhatsApp messages to Facebook leads, start by accessing Pabbly Connect. It is an automation software that allows you to create workflows between applications easily. If you are new to Pabbly Connect, you can sign up for free, which gives you access to 100 tasks monthly.

Once logged in, navigate to your Pabbly dashboard. Here, you can see all the applications available. For this integration, you will specifically use Pabbly Connect to connect Facebook Lead Ads with WhatsApp. Click on the ‘Access Now’ button to begin creating your workflow.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect to automate the sending of WhatsApp messages. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in.

• Name your workflow: Facebook Lead Ads to WhatsApp for Insurance Agency
• Select the folder: Facebook lead ads to WhatsApp automation

After naming and selecting the folder, click on the ‘Create’ button. This action will take you to the workflow setup window, where you will define the trigger and action for your automation.

3. Setting Up the Trigger in Pabbly Connect

Now, it’s time to set up the trigger in Pabbly Connect. The trigger application will be Facebook Lead Ads, and the trigger event will be ‘New Lead Instant’. This means that whenever a new lead comes in, it will trigger the workflow.

Click on the ‘Select App’ dropdown and choose Facebook Lead Ads. Then, select the trigger event as ‘New Lead Instant’. After that, click on the ‘Connect’ button to establish a connection between your Facebook Lead Ads account and Pabbly Connect. If prompted, add a new connection and follow the instructions to authorize the connection.

4. Configuring the Action in Pabbly Connect

After successfully setting up the trigger, you will need to configure the action in Pabbly Connect. The action application will be WhatsApp Cloud API, and the action event will be ‘Send Template Message’. This step is crucial for sending the WhatsApp message to the lead.

Click on the ‘Select App’ dropdown and choose WhatsApp Cloud API. Then, select the action event as ‘Send Template Message’. Click on ‘Connect’ to add a new connection. You will need to input your WhatsApp API details such as the token, phone number ID, and WhatsApp business account ID from your Meta for Developers account.

• Token: Temporary access token from your Meta account
• Phone Number ID: Obtain from your WhatsApp account settings
• WhatsApp Business Account ID: Can be found in your account settings

Once you have entered the required information, click on ‘Save’ to finalize the connection.

5. Testing the Integration in Pabbly Connect

With the trigger and action set up in Pabbly Connect, it’s time to test your integration. You can do this by generating a dummy lead through the Facebook Lead Ads testing tool. Ensure that you submit the form to trigger the workflow.

Once you submit the test lead, go back to your Pabbly workflow and check if the lead was captured successfully. You should see the lead details reflecting in your workflow. If successful, you will then test the WhatsApp message by mapping the mobile number and the template you have set up.

Click on ‘Save and Send Test Request’ to see if the WhatsApp message is sent successfully. You should receive a confirmation message stating that the message status is accepted, indicating that the automation works perfectly.

Conclusion

In this tutorial, you learned how to send WhatsApp messages to Facebook leads for your insurance agency using Pabbly Connect. By automating this process, you ensure timely communication with your leads, enhancing your agency’s efficiency. Utilize Pabbly Connect to streamline your workflows and improve customer engagement.