Integrate Facebook Lead Ads with WhatsApp Using Pabbly Connect

Learn how to assign Facebook Lead Ads leads to your sales team on WhatsApp using Pabbly Connect for seamless integration and automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting the official website. If you do not have an account, sign up for free, which only takes a couple of minutes. Once logged in, you will be directed to the dashboard where you can create workflows to automate tasks.

On the dashboard, click on the ‘Access Now’ button under Pabbly Connect. You will see options to create a new workflow. Click on the ‘Create Workflow’ button and name it according to your objective, such as ‘Assign Facebook Lead Ads Leads to Sales Team’. Select the folder where you want to save this workflow.

Setting Up the Trigger with Facebook Lead Ads

In this step, you will set up the trigger in Pabbly Connect using Facebook Lead Ads. Select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead Instant’. Click on ‘Connect’ to establish the connection with your Facebook account.

Once connected, select your Facebook page, such as ‘House of Music’, and the lead generation form. Ensure your lead generation form is live for testing. Click on ‘Save and Send Test Request’ to validate the connection. You will need to create a sample lead submission to ensure that the webhook response is received correctly in Pabbly Connect.

Setting Up a Counter to Assign Leads

Next, you will set up a counter to manage lead assignments to your sales team. In Pabbly Connect, add an action step by selecting the ‘Number Formatter’ tool. Choose the action event as ‘Counter’ and set your initial value to 1, with an increment operation. Set the final value based on the number of team members, for example, 3 if you have three members.

• Initial Value: 1
• Operation: Increment
• Final Value: 3 (for three team members)

This setup ensures that each new lead is assigned to a different team member in a round-robin fashion. After setting up the counter, click on ‘Save and Send Test Request’ to see the counter value change, which will help in assigning leads accordingly.

Configuring the Router for Conditional Lead Assignment

In this section, you will configure a router in Pabbly Connect to conditionally assign leads based on the counter value. Add the router action and set the event to ‘Conditionally Run’. Create multiple routes based on the counter values, naming them as ‘Counter 1’, ‘Counter 2’, and ‘Counter 3’.

For each route, set up filters that check the counter value. For instance, if the counter value is 1, assign the lead to the first team member. Similarly, set conditions for counter values 2 and 3 to assign leads to the second and third team members respectively. This ensures that each team member receives leads alternately.

Sending Leads to Sales Team on WhatsApp

Finally, you will set up the action to send the lead details to your sales team via WhatsApp using the WhatsApp Cloud API. In Pabbly Connect, select WhatsApp Cloud API as the action application and choose the action event as ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering the required credentials such as access token and phone number ID.

Select the message template that you created earlier, ensuring it includes variables for lead details. Map the lead’s name, email, and phone number into the message body. After setting up all fields, click on ‘Save and Send Test Request’ to send a test message to your team member’s WhatsApp.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the assignment of Facebook Lead Ads leads to your sales team on WhatsApp. By following these steps, you can streamline your lead management process and enhance team collaboration.