Learn how to automate WhatsApp messages to Facebook leads for your insurance agency using Pabbly Connect. Step-by-step guide with technical details 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 send WhatsApp messages to Facebook leads for your insurance agency, you first need to access Pabbly Connect. This powerful automation tool allows you to connect various applications seamlessly.

Visit the Pabbly Connect landing page where you can either sign in if you’re an existing user or sign up for free if you’re new. Once logged in, navigate to your dashboard to find the tools available. Click on Pabbly Connect to start creating your workflow for automation.

2. Creating Your Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. For this tutorial, name it ‘Facebook Lead Ads to WhatsApp for Insurance Agency’ and save it in the appropriate folder.

  • Click on ‘Create’ to open the workflow window.
  • Select Facebook Lead Ads as your trigger application.
  • Choose the trigger event as ‘New Lead Instant’.

After setting the trigger, click on ‘Connect’ to establish a connection with your Facebook Lead Ads account. If prompted, add a new connection and follow the instructions to link your account successfully.

3. Configuring Facebook Lead Ads in Pabbly Connect

With the trigger set, it’s time to configure your Facebook Lead Ads settings in Pabbly Connect. You will need to select your Facebook page and the lead form that you want to use for this automation.

  • Select your page, ‘Elite Chore Insurance’.
  • Choose the lead form you want to capture leads from.
  • Click on ‘Save and Send Test Request’ to capture a test lead.

After clicking the save option, Pabbly Connect will wait for a webhook response. You can generate a dummy response using the Meta for Developers tool to check if the integration is working correctly.

4. Setting Up WhatsApp Cloud API in Pabbly Connect

Next, you will set up the action step using the WhatsApp Cloud API in Pabbly Connect. Select WhatsApp Cloud API as your action application and choose the action event ‘Send Template Message’.

After clicking on connect, you will need to add a new connection by providing your WhatsApp Cloud API token, phone number ID, and WhatsApp business account ID. This information can be retrieved from your Meta for Developers account.

Copy your temporary access token. Paste the token and other required details into Pabbly Connect. Click on ‘Save’ to connect your WhatsApp account.

After the connection is established, you will need to select a message template to use for your WhatsApp messages. Make sure to map the phone number and any dynamic fields from the previous step.

5. Testing and Verifying Your Workflow

To ensure that everything is set up correctly, you will need to test your workflow in Pabbly Connect. Start by generating another test lead using the Meta for Developers tool, ensuring you refresh the page to delete previous leads.

Once you submit the test lead, check your WhatsApp to see if you received the automated message. If successful, you will see a message confirming that the WhatsApp message has been sent to the test lead.

Open WhatsApp to verify the message. Check for the personalized message with the lead’s name. Repeat the test if necessary to ensure consistency.

Confirm that your workflow is successful by reviewing the automation steps in Pabbly Connect. This setup will now automatically send WhatsApp messages to new leads generated through your Facebook ads.

Conclusion

Using Pabbly Connect to automate WhatsApp messages to Facebook leads can significantly enhance your insurance agency’s engagement. By following this detailed tutorial, you can ensure a seamless integration that maintains connection with 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.