Learn how to send WhatsApp messages to your Facebook leads for online meditation classes using Pabbly Connect. Follow this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To send WhatsApp messages to your Facebook leads, first access Pabbly Connect. This platform allows you to automate the process of sending messages whenever a new lead is generated.
To begin, visit the Pabbly Connect website. If you are a new user, click on ‘Sign Up Free’ to create an account, or click ‘Sign In’ if you already have an account. After signing in, navigate to the Pabbly Connect dashboard to start setting up your workflow.
2. Creating a New Workflow in Pabbly Connect
In this section, you will create a new workflow in Pabbly Connect to connect Facebook Leads with WhatsApp Cloud API. Start by creating a new folder for your workflow.
- Click on the folder icon to create a new folder.
- Name your folder (e.g., Facebook Leads to WhatsApp).
- Click ‘Create’ to finalize the folder.
Next, click on ‘Create Workflow’ and name it, such as ‘Send WhatsApp Messages to Facebook Leads for Online Meditation Classes’. Select the folder you just created and click ‘Create’. This will open the workflow setup page where you can define your trigger and action.
3. Setting Up Trigger and Action in Pabbly Connect
In Pabbly Connect, you will set your trigger application as Facebook Lead Ads. This means that whenever a new lead is submitted, the workflow will trigger.
Choose the trigger event ‘New Lead Instant’ and click ‘Connect’. If you don’t have an existing connection, select ‘Add New Connection’ and connect your Facebook account. Once connected, select your Facebook page and the lead form you created.
- Ensure your lead form is live to receive data.
- Click ‘Save and Send Test Request’ to check if the connection works.
- Perform a test submission to verify data is received.
Once the test is successful, you will see the lead data appear in Pabbly Connect, confirming the trigger setup is complete.
4. Integrating WhatsApp Cloud API with Pabbly Connect
Now, set up the action application as WhatsApp Cloud API in Pabbly Connect. Select the action event ‘Send Template Message’. This will allow you to send a pre-defined message to the lead.
To connect, select ‘Add New Connection’ and enter the required details from your WhatsApp Cloud API account, including the temporary access token, phone number ID, and WhatsApp business account ID. After entering these details, click ‘Save’ to connect.
Select the template message you wish to send. Map the recipient’s mobile number from the lead data. Ensure the message body is filled correctly with dynamic variables.
After mapping all fields, click ‘Save and Send Test Request’ to ensure the WhatsApp message is sent successfully to the lead.
5. Finalizing the Automation Process
With the trigger and action set up in Pabbly Connect, you can now test the entire workflow. Delete any existing test leads and create a new lead through your Facebook lead form.
Once you submit the new lead, check your WhatsApp account to see if the message has been received. If everything is set up correctly, you should receive the automated WhatsApp message confirming the lead’s details.
Ensure to refresh your WhatsApp to see the new message. If the message is received, your automation is successful.
In conclusion, you have successfully set up a workflow in Pabbly Connect that automates sending WhatsApp messages to your Facebook leads for online meditation classes.
Conclusion
This tutorial demonstrates how to use Pabbly Connect to send WhatsApp messages to your Facebook leads effectively. By following these steps, you can automate communication seamlessly and enhance your online meditation classes.
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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