Learn how to automate sending WhatsApp messages to Facebook leads for your digital marketing agency using Pabbly Connect. Follow our step-by-step guide! Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your Digital Marketing Agency

To send WhatsApp messages to Facebook leads for your digital marketing agency, you first need to access Pabbly Connect. Start by signing in or creating a free account if you are a new user. Upon signing in, you will be directed to the dashboard, where you can create workflows that automate tasks between applications.

Once on the dashboard, click on the ‘Create Workflow’ button located in the top right corner. Name your workflow appropriately, such as ‘Send WhatsApp Messages to Facebook Leads for Digital Marketing Agency’ and save it in a folder for easy access. This setup is crucial for the automation process using Pabbly Connect.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your workflow in Pabbly Connect. The trigger application will be Facebook Lead Ads, and the trigger event will be ‘New Lead Instance.’ This means that every time you receive a new lead, the workflow will be activated automatically.

  • Select Facebook Lead Ads as the trigger application.
  • Choose ‘New Lead Instance’ as the trigger event.
  • Click on ‘Connect’ to establish the connection between Facebook Lead Ads and Pabbly Connect.

After setting the trigger, proceed to configure the action. Select WhatsApp Cloud API as your action application, and choose ‘Send Template Message’ as the action event. This configuration allows you to send WhatsApp messages automatically when a new lead is captured through Facebook Lead Ads.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads to Pabbly Connect, you need to authorize the application. Click on the ‘Connect’ button and follow the prompts to authorize access to your Facebook account. You will need to select the specific Facebook page associated with your digital marketing agency.

  • Select the Facebook page that you use for lead generation.
  • Choose the lead form you have created, such as ‘Digital Marketing Form.’
  • Click ‘Save and Send Test Request’ to confirm the connection.

Once the connection is established, you can test the setup by submitting a test lead through the Facebook Lead Ads testing tool. This will ensure that Pabbly Connect is capturing leads correctly, ready to trigger WhatsApp messages.

4. Configuring WhatsApp Cloud API in Pabbly Connect

Next, you will configure the WhatsApp Cloud API in Pabbly Connect to send messages. Click on the ‘Connect’ button for the WhatsApp Cloud API and enter your access token, phone number ID, and WhatsApp business account ID. These details are crucial for establishing a successful connection.

Once you have entered the required information, click ‘Save’ to finalize the connection. You can then select a message template that you have previously created for new leads. This template will dynamically include the lead’s name, ensuring personalized communication.

5. Sending WhatsApp Messages to Facebook Leads

After configuring both the trigger and action, you can now send WhatsApp messages to your Facebook leads. In the action setup, map the recipient’s mobile number and the name variable from the lead data captured by Pabbly Connect. This mapping is essential for personalizing each message.

Map the mobile number from the lead data. Map the name variable to personalize the message. Click ‘Save and Test Request’ to send a test message.

Once you receive a positive response, it confirms that the WhatsApp message has been successfully sent. Now, every time a new lead comes in through Facebook Lead Ads, Pabbly Connect will automatically send a WhatsApp message, enhancing your digital marketing agency’s communication strategy.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages to Facebook leads for your digital marketing agency. By following these steps, you can enhance your lead engagement and streamline communication 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.