How to Send WhatsApp Messages to New Facebook Leads and Notify Team on Google Chat Using Pabbly Connect

Learn how to automate sending WhatsApp messages to new Facebook leads and notifying your team on Google Chat using Pabbly Connect. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

In this section, we will learn how to set up Pabbly Connect to automate the process of sending WhatsApp messages to new Facebook leads. First, access your Pabbly Connect dashboard by signing up for a free account. Once logged in, click on ‘Create Workflow’ to begin.

After clicking on ‘Create Workflow’, you will be prompted to name your workflow. For instance, you can name it ‘Facebook Lead Ads to WhatsApp and Google Chat Notification’. This helps you identify the automation later. Then, click on the ‘Create’ button to proceed with your automation setup.

2. Connecting Facebook Lead Ads to Pabbly Connect

The next step involves connecting your Facebook Lead Ads account to Pabbly Connect. In the trigger window, search for ‘Facebook Lead Ads’ and select it. Choose the trigger event as ‘New Lead Instant’ and click on ‘Connect’.

To connect your Facebook account, click on the ‘Connect with Facebook Lead Ads’ button. After logging into your Facebook account, select the Facebook page where you run your lead ads. For example, choose the page named ‘Green Pro Landscaping’. Then, select the lead generation form you want to use, such as ‘Green Landscape’. Finally, click on the ‘Save and Send Test Request’ button to capture the lead details.

• Select ‘Facebook Lead Ads’ from the app list.
• Choose the trigger event as ‘New Lead Instant’.
• Connect your Facebook account and select the appropriate page and form.

After successfully connecting, Pabbly Connect will wait for a new lead from Facebook. You can generate a test lead using the Facebook Lead Ads testing tool to ensure everything is working correctly.

3. Sending WhatsApp Messages to New Leads

Now, let’s set up the WhatsApp messaging feature using Pabbly Connect. In the action step, search for ‘AI Sensei’ and select it. Choose the action event as ‘Send Template Message’. Click on ‘Connect’ and add your AI Sensei API key to establish the connection.

After connecting, you will need to create a campaign in your AI Sensei account using a message template. For instance, use the template named ‘New Leads123’. Enter the campaign name in Pabbly Connect and map the mobile number and name from the Facebook lead details to personalize the message.

• Select ‘AI Sensei’ as the app for sending WhatsApp messages.
• Map the mobile number and name of the new lead.
• Send the personalized WhatsApp message using the created campaign.

Once the message is sent, you can verify it by checking the WhatsApp account associated with the new lead’s number. This confirms that Pabbly Connect successfully sent the message.

4. Notifying Your Team on Google Chat

Next, we will notify your team members about the new lead using Google Chat through Pabbly Connect. In the action step, search for ‘Google Chat’ and select it. Choose the action event as ‘Create Message’ and click on ‘Connect’.

To connect Google Chat, you will need to create a webhook URL in your Google Chat space. Once you have the webhook URL, paste it into Pabbly Connect. Then, create a message that includes details of the new lead, such as their name, email, and mobile number.

Select ‘Google Chat’ as the app to notify your team. Create a webhook URL in your Google Chat space. Map the lead details into the notification message.

After setting this up, test the notification to ensure it is successfully sent to your Google Chat space, confirming the integration through Pabbly Connect is complete.

5. Adding Lead Details to Google Sheets

Finally, let’s add the new lead details into Google Sheets using Pabbly Connect. In the action step, search for ‘Google Sheets’ and select it. Choose the action event as ‘Add New Row’ and connect your Google Sheets account.

Select the spreadsheet and sheet where you want to add the lead details, such as ‘Facebook Leads’ in ‘Sheet1’. Map the lead information like date, first name, last name, email, and mobile number into their respective fields. This will ensure that every new lead is recorded accurately in your Google Sheets.

Select ‘Google Sheets’ to add lead details. Map the lead information into the respective columns. Confirm the data is added as a new row in Google Sheets.

Once you have tested this step, you will see the new lead’s information added to your Google Sheets, confirming the entire workflow is functioning perfectly through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate sending WhatsApp messages to new Facebook leads and notifying your team on Google Chat using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure timely communication with your team.