Learn how to automatically send Facebook leads details to your team on WhatsApp using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Integration
To start the integration of Facebook leads with WhatsApp, access Pabbly Connect. This platform allows you to automate workflows without any coding skills required. Simply visit the Pabbly website and log in to your account.
Once logged in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow that will connect Facebook and WhatsApp. Click on the ‘Create Workflow’ button to get started.
2. Create a Workflow in Pabbly Connect
In this step, you will create a workflow in Pabbly Connect to automate the lead transfer from Facebook to WhatsApp. Name your workflow something descriptive, like ‘Facebook to WhatsApp’ and click on ‘Create’.
- Choose Facebook Lead Ads as the trigger application.
- Select the trigger event as ‘New Lead’.
- Connect your Facebook account to Pabbly Connect.
After connecting, you will need to select the specific Facebook page and lead form you are using. This allows Pabbly Connect to fetch the lead details directly from Facebook.
3. Fetch Lead Details from Facebook
Now that you have set up the trigger in Pabbly Connect, it’s time to fetch the lead details. Click on ‘Save and Send Test Request’ to retrieve the latest lead data from your specified form.
This step is crucial as it verifies that Pabbly Connect can successfully pull the lead information. Ensure that the lead details appear correctly, including the name, email, and other relevant information.
- Check that the lead data matches the latest submission.
- If successful, proceed to the next step.
After confirming the data, you can move forward to send this information to your WhatsApp group.
4. Send WhatsApp Message Using Pabbly Connect
In this section, you will set up the action in Pabbly Connect to send the lead details to your WhatsApp team. Select Chat API as the action application and choose ‘Send Message’ as the action event.
You’ll need to connect your Chat API account to Pabbly Connect by entering your API URL and token. Once connected, you can specify the group ID of your WhatsApp team to whom the message will be sent.
Input the group ID for your WhatsApp team. Compose the message using the lead details fetched from Facebook.
Finally, click on ‘Save and Send Test Request’ to ensure that the message is sent successfully to your WhatsApp group. This confirms that the integration between Facebook and WhatsApp through Pabbly Connect is working perfectly.
5. Conclusion on Facebook to WhatsApp Integration
In conclusion, using Pabbly Connect allows you to seamlessly automate the process of sending new Facebook lead details to your team on WhatsApp. This integration not only saves time but also ensures that your team is promptly informed about new leads.
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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By following the steps outlined in this tutorial, you can easily set up this workflow without any coding knowledge. Embrace the power of automation with Pabbly Connect to enhance your team’s efficiency and responsiveness.