Learn how to automate sending WhatsApp messages to Facebook leads using Pabbly Connect. Step-by-step guide with detailed integration instructions. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages to your UI/UX agency’s Facebook leads, you need to access Pabbly Connect. This platform allows you to automate the process of sending messages whenever a new lead is generated from Facebook Ads.

Start by visiting the Pabbly Connect landing page. If you are a new user, click on ‘Sign Up Free’ to create an account and receive 300 free tasks each month. Existing users can simply click ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the screen.

  • Name your workflow, for example, ‘Vision VIP Facebook Leads to WhatsApp Message’.
  • Select a folder for better organization, like ‘Facebook Leads to WhatsApp’.
  • Click the ‘Create’ button to finalize your workflow setup.

Now you will see the workflow window where you can set up your trigger and action. The trigger will be Facebook Lead Ads, and the action will be sending a WhatsApp message via WhatsApp Cloud API.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger application in Pabbly Connect. Choose ‘Facebook Lead Ads’ as your trigger application and select the event as ‘New Lead Instant’. This ensures that whenever a new lead is generated, Pabbly Connect captures the response instantly.

Click on ‘Connect’ to build the connection with Facebook Lead Ads. If you have not connected your Facebook account yet, select ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Facebook account.

  • Select your Facebook page, e.g., ‘Vision VIP’.
  • Choose your lead generation form created in Meta Business Suite.

After selecting the form, click on ‘Save and Send Test Request’ to test the connection. This will allow you to check if Pabbly Connect is capturing the lead details correctly.

4. Configuring WhatsApp Cloud API in Pabbly Connect

For the action step, select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ again to set up the connection. using Pabbly Connect

Here, you will need to enter your WhatsApp Cloud API details, including the token, phone number ID, and WhatsApp business account ID. Ensure that you have these details ready from your WhatsApp Cloud API setup in Meta for Developers.

Copy the temporary access token, phone number ID, and WhatsApp business account ID. Paste these details into the respective fields in Pabbly Connect.

After saving the configuration, select the message template you created for your WhatsApp messages. This template should include variables to personalize the message for each lead.

5. Testing the Integration in Pabbly Connect

To ensure the integration works, you need to test it by submitting a new lead through the Facebook Lead Ads testing tool. Delete any previous leads if necessary, and then re-submit the lead form with updated details. using Pabbly Connect

Once the lead is submitted, check your WhatsApp to see if the automated message has been sent successfully. The message should include personalized details based on the lead information captured by Pabbly Connect.

This testing process confirms that your automation is functioning correctly, allowing you to send WhatsApp messages to new leads automatically. If everything works as expected, your setup is complete!

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending WhatsApp messages to your UI/UX agency’s Facebook leads. This integration streamlines your communication process, ensuring timely responses to potential clients.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

By following these steps, you can effectively manage your leads and improve customer engagement through automated messaging. Pabbly Connect is an essential tool for integrating various applications seamlessly.