How to Send WhatsApp Messages to Facebook Leads for Your Web Development Agency

Learn how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. Follow our detailed tutorial for your web development agency. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage and signing in if you are an existing user. If you are new, click on the ‘Sign Up Free’ button to create an account and get 100 free tasks each month.

Once logged in, you will see the dashboard of Pabbly Connect. From here, you can click on the ‘Create Workflow’ button located at the top right corner. This is where you will set up the integration between Facebook Lead Ads and WhatsApp Cloud API.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to link Facebook Lead Ads with WhatsApp messages using Pabbly Connect. When prompted in the ‘Create Workflow’ dialog, give your workflow a name, such as ‘Webcrafters Facebook Leads to WhatsApp.’ You can also organize your workflow into a folder.

• Enter a name for your workflow.
• Select a folder to organize your workflows.
• Click the ‘Create’ button to proceed.

After clicking ‘Create’, you will be directed to the workflow window. Here, you will set up the trigger and action for the automation. The trigger application will be Facebook Lead Ads, and the action application will be WhatsApp Cloud API.

3. Setting Up the Trigger with Facebook Lead Ads

Now that your workflow is created, you will set the trigger to capture new leads from Facebook Lead Ads using Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is generated, Pabbly Connect captures the response immediately.

To connect Facebook Lead Ads with Pabbly Connect, click on the ‘Connect’ button. If you don’t have an existing connection, select ‘Add New Connection’. You will then need to authorize Pabbly Connect to access your Facebook account and select the page and lead form you want to use.

• Choose your Facebook page.
• Select the lead generation form you created.
• Click ‘Save and Send Test Request’.

After saving, Pabbly Connect will wait for a webhook response, which requires a test submission from your Facebook lead form. Follow the steps to submit a test lead and confirm that the response is captured successfully.

4. Setting Up the Action with WhatsApp Cloud API

With the trigger set, the next step is to configure the action using WhatsApp Cloud API through Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ and select ‘Add New Connection’ to link your WhatsApp Cloud API account.

You will need to enter details such as the temporary access token, phone number ID, and WhatsApp business account ID. These can be found in your WhatsApp Cloud API account setup. Paste these details into the respective fields in Pabbly Connect and click ‘Save’.

Obtain your WhatsApp Cloud API credentials. Paste the credentials into Pabbly Connect. Select the appropriate message template you created.

After selecting the template, map the recipient’s mobile number from the Facebook lead response. This ensures that the WhatsApp message is sent to the correct number.

5. Testing the Automation

Once everything is set up, it is crucial to test the automation to ensure it works as intended using Pabbly Connect. Go back to the lead testing tool to submit a new lead. Make sure to delete the previous lead to create a new one. After submitting the form with dummy data, you should receive a WhatsApp message confirming that the automation is functioning correctly.

Check your WhatsApp to see if the message appears as expected. The message should reflect the template you created, personalized with the lead’s name. This confirms that the integration between Facebook Lead Ads and WhatsApp Cloud API via Pabbly Connect is successful.

By following these steps, you have effectively automated the process of sending WhatsApp messages to your Facebook leads, enhancing your web development agency’s communication strategy.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to send WhatsApp messages to Facebook leads for your web development agency. By automating this process, you can efficiently nurture leads and enhance customer engagement.