How to Set Up Instant Facebook Lead Alerts on WhatsApp Using Pabbly Connect

Learn how to set up instant Facebook lead alerts on WhatsApp using Pabbly Connect. This step-by-step guide covers the entire integration process for automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To set up instant Facebook lead alerts on WhatsApp, start by accessing Pabbly Connect. You can reach the platform by typing ‘Pabbly.com/connect’ into your browser. This powerful automation tool allows you to integrate various applications seamlessly.

Once on the homepage, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create an account and receive 100 free tasks each month. Existing users can simply sign in to access their dashboards.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard where you can create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow.

• Provide a name for your workflow, such as ‘Instantly Get Facebook Lead Alert on WhatsApp’.
• Select the appropriate folder where you want to save this workflow.
• Click ‘Create’ to proceed.

Your new workflow will now have two windows open: one for the trigger and one for the action. This setup is crucial for automating the process of receiving WhatsApp notifications when new leads are generated from Facebook.

3. Setting Up Facebook Lead Ads as Trigger

The next step is to set up Facebook Lead Ads as your trigger in Pabbly Connect. In the trigger application window, select ‘Facebook Lead Ads’ and then choose ‘New Lead Instant’ as your trigger event. This ensures that the workflow is activated whenever a new lead is generated.

After selecting your trigger event, click on ‘Connect’ to build a new connection with your Facebook account. Ensure you are logged into your Facebook account for smooth authorization. Once connected, you will need to select your Facebook page and the lead generation form you created earlier.

4. Testing the Integration with Facebook Lead Ads

After setting up the trigger, it’s time to test the integration using Pabbly Connect. You will need to submit a test lead using Facebook’s lead ads testing tool. This step is crucial to ensure that your integration is working correctly.

• Go to the Facebook Developer page and select your app.
• Use the lead ads testing tool to submit a test lead using the form you selected.
• Check Pabbly Connect to confirm that the lead details are captured successfully.

Once you see the response with the lead details, you can proceed to the next step of setting up WhatsApp notifications.

5. Connecting WhatsApp via Wati

Now that your trigger is set up and tested, you will connect WhatsApp using the Wati application in Pabbly Connect. Select Wati as your action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ to create a new connection with your Wati account.

Fill in the required fields such as the WhatsApp number you wish to send messages to, the template name, and the broadcast title. Ensure that you have created and approved a WhatsApp template in Wati for this purpose. This template will include dynamic variables for lead details like name, email, and contact number.

After entering all the necessary information, click ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. If everything is configured correctly, you will receive the WhatsApp notification with the lead details every time a new lead is generated on Facebook.

Conclusion

In this tutorial, we explored how to set up instant Facebook lead alerts on WhatsApp using Pabbly Connect. By following these steps, you can automate lead notifications effectively, ensuring you never miss a potential customer. This integration enhances your business’s responsiveness and efficiency.