Integrate Facebook Leads to Salesforce and Send Automated WhatsApp Messages Using Pabbly Connect

Learn how to automate the process of adding Facebook leads to Salesforce and sending WhatsApp messages using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin integrating Facebook leads with Salesforce and sending automated WhatsApp messages, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. If you’re new, click on the ‘Sign up for free’ button to create an account, which includes 100 free tasks monthly.

Once signed in, you will be directed to the dashboard where you can manage your workflows. Click on the ‘Create Workflow’ option to initiate the process. Name your workflow appropriately, such as ‘Add Facebook Leads to Salesforce and Send WhatsApp Message’. After naming, you can choose a folder to save your workflow, like the ‘Test Integrations’ folder.

2. Setting Up Facebook Lead Ads in Pabbly Connect

In this step, you will configure the trigger application, which is Facebook Lead Ads, in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant’. This setup ensures that every time a new lead is generated, it will trigger the workflow.

• Select the Facebook page you want to use for lead generation.
• Choose the corresponding lead gen form, like ‘New Contact Form’.
• Click on ‘Save and Send Test Request’ to capture the response.

After saving the test request, you will need to perform a test submission using the lead ads testing tool from Facebook. This will help capture the response in Pabbly Connect and confirm that the integration is working correctly.

3. Creating Leads in Salesforce Using Pabbly Connect

Once the Facebook lead is captured, the next step is to create a lead in Salesforce through Pabbly Connect. Select Salesforce as your action application and choose the action event ‘Create Lead’. This allows you to map the fields from the Facebook lead response to Salesforce.

While mapping, ensure you include essential details such as first name, last name, email, and phone number. For example, use the mapped fields from the Facebook lead response to populate the Salesforce lead fields. If you need to fill in any required fields that are not present in the Facebook response, you can enter them manually.

• Map the last name and first name from the Facebook lead response.
• Enter any necessary company name manually if not provided.
• Click on ‘Save and Send Test Request’ to create the lead in Salesforce.

After successfully creating the lead, verify the new lead appears in your Salesforce account to ensure that the integration via Pabbly Connect is functioning correctly.

4. Sending Automated WhatsApp Messages via Pabbly Connect

The final step in this integration process is to send automated WhatsApp messages to the leads created in Salesforce. For this, you will need to select WATI as your action application in Pabbly Connect and choose the action event ‘Send Template Message’.

In this step, you will need to connect your WATI account by entering the API endpoint and access token, which you can find in your WATI dashboard. After successfully connecting, you will map the WhatsApp number from the Facebook lead response to ensure that every new lead receives a message.

Select the WhatsApp template you want to use for messaging. Map the name, email, and phone number variables in the custom parameters. Click on ‘Save and Send Test Request’ to send the WhatsApp message.

Once the message is sent, check your WhatsApp to confirm that the automated message has been delivered successfully. This confirms that the workflow is fully operational through Pabbly Connect.

5. Conclusion

In this tutorial, we demonstrated how to integrate Facebook leads into Salesforce and send automated WhatsApp messages using Pabbly Connect. By following these steps, you can streamline your lead generation process and enhance communication with potential customers. Automating these processes saves time and ensures that no leads are missed.

Using Pabbly Connect allows you to efficiently manage your leads and automate communication, ultimately improving your business operations.