Learn how to automate sending WhatsApp messages to Facebook leads for your advertising agency using Pabbly Connect. Follow our step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for WhatsApp Integration
To start sending WhatsApp messages to Facebook leads, you need to access Pabbly Connect. This powerful automation tool allows you to create workflows that integrate various applications seamlessly.
Open your browser and visit Pabbly’s official website. If you already have an account, simply sign in. If you are new, sign up for free, which takes just a couple of minutes. After logging in, navigate to the Pabbly Connect dashboard to begin creating your workflow.
Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, you will need to create a new workflow to connect Facebook Leads with WhatsApp. Click on the ‘Create Workflow’ button and name your workflow accordingly, such as ‘Send WhatsApp Messages to Facebook Leads for Your Advertising Agency’.
After naming your workflow, select a folder to save it in. This is important for organizing your workflows. Once saved, you will see two sections: Trigger and Action. The Trigger will initiate the workflow when a new lead is generated from Facebook Ads.
Setting Up the Trigger for Facebook Leads
In the Trigger section of Pabbly Connect, select ‘Facebook Lead Ads’ as your application. Then, choose ‘New Lead Instant’ as the trigger event. This setup ensures that every time a new lead is created, the workflow is activated.
Next, you need to connect your Facebook account. Click on ‘Connect’ and then ‘Add New Connection’. Make sure you are logged into your Facebook account. Once connected, you will select your Facebook page and the lead generation form that you want to use.
- Select your Facebook page from the dropdown.
- Choose the lead generation form you created.
- Make sure the lead form is active to receive submissions.
After completing these selections, click on ‘Save and Send Test Request’ to ensure the trigger is set up correctly.
Setting Up the Action with WhatsApp Cloud API
Now that the trigger is set, it’s time to configure the Action section in Pabbly Connect. Select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. This allows you to send automated messages to your leads via WhatsApp.
To connect WhatsApp Cloud API with Pabbly Connect, you need to provide several details: Access Token, Phone Number ID, and WhatsApp Business Account ID. These can be found in your WhatsApp Cloud API account. Copy and paste these details into the respective fields in Pabbly Connect.
- Access Token: Obtain this from your WhatsApp Cloud API settings.
- Phone Number ID: Make sure to copy the correct ID, not the phone number itself.
- WhatsApp Business Account ID: This is essential for sending messages.
After entering all the required information, click ‘Save’ to establish the connection.
Sending WhatsApp Messages to Leads
With the Action section configured, you can now set up the message template. In Pabbly Connect, select the template you created for WhatsApp messages. Ensure it contains dynamic fields to personalize the message, such as the lead’s name.
Map the recipient’s mobile number from the Facebook lead data to the WhatsApp message template. This is crucial for sending the message to the correct lead. After setting up the template and mapping the necessary fields, click on ‘Save and Send Test’ to test the workflow.
Ensure the message template is approved by Meta. Test the workflow by submitting a sample lead through your Facebook form. Check WhatsApp for the automated message confirmation.
If everything is set up correctly, you will receive a WhatsApp message automatically whenever a new lead is generated, confirming that the integration works flawlessly.
Conclusion
In conclusion, using Pabbly Connect to send WhatsApp messages to Facebook leads is a straightforward process. This integration allows advertising agencies to engage with leads instantly, enhancing communication and improving conversion rates. By following the exact steps outlined in this tutorial, you can automate your lead response process effectively.
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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