Integrate Facebook Leads to Zoho CRM and Automate WhatsApp Messaging with Pabbly Connect

Learn how to integrate Facebook leads to Zoho CRM and send automated WhatsApp messages using Pabbly Connect in this step-by-step 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. Setting Up Pabbly Connect for Automation

To begin integrating Facebook leads with Zoho CRM and sending automated WhatsApp messages, you need to access Pabbly Connect. After logging in, click on the blue button labeled ‘Create Workflow’ to start the automation process.

Next, provide a name for your workflow, such as ‘Add Facebook Leads to Zoho CRM and Send Automated WhatsApp Message.’ Choose the appropriate folder for your workflow and click on ‘Create’. This action will set up the trigger and action boxes where you’ll define the integration steps.

2. Connecting Facebook Lead Ads to Pabbly Connect

In this section, you will connect Facebook Lead Ads to Pabbly Connect. Select the trigger event as ‘New Lead’ from the Facebook Lead Ads application. This event will activate the workflow whenever a new lead is submitted through your Facebook form.

• Click on ‘Add New Connection’ to authorize Pabbly Connect to access your Facebook account.
• Choose the Facebook page associated with your lead generation form.
• Select the specific lead generation form you want to connect.

Once you have completed these steps, click on ‘Save and Send Test Request’ to ensure that the connection is successful. You will need to make a sample submission using the Facebook Lead Ads testing tool to capture lead details through Pabbly Connect.

3. Adding Leads to Zoho CRM via Pabbly Connect

After successfully capturing lead details from Facebook, the next step involves adding these leads to Zoho CRM using Pabbly Connect. Select the action event ‘Create Contact’ from the Zoho CRM application.

Connect your Zoho CRM account by clicking on ‘Add New Connection’. You will need to provide the domain for Zoho CRM, which is typically ‘zoho.com’. Once the connection is established, map the lead details captured from the Facebook form into the required fields in Zoho CRM, such as first name, last name, email, and phone number.

• Ensure that you map the lead source as ‘Facebook’.
• Double-check all mapped fields to ensure data accuracy.

Click on ‘Save and Send Test Request’ to verify that the lead is added to Zoho CRM successfully. Refresh your Zoho CRM dashboard to confirm the new contact is created.

4. Sending Automated WhatsApp Messages Using Pabbly Connect

Now that the lead is added to Zoho CRM, the final step is to send an automated WhatsApp message to the lead. In this step, select the WhatsApp messaging application, Vati, and choose the action event ‘Send Template Message’ within Pabbly Connect.

To connect your Vati account, you will need to provide the API endpoint and access token. Navigate to the Vati dashboard to retrieve these details. After connecting, you can map the WhatsApp number from the lead details captured earlier.

Select the template you created for WhatsApp messages. Map the variables in your template with the lead details. Ensure to provide the WhatsApp number without the plus sign.

Finally, click on ‘Save and Send Test Request’ to send the message. You should receive the automated WhatsApp message on the specified number, confirming the successful integration via Pabbly Connect.

5. Conclusion

In this tutorial, you learned how to automate the process of adding Facebook leads to Zoho CRM and sending WhatsApp messages using Pabbly Connect. This integration streamlines your recruitment efforts and enhances communication with leads.

Utilizing Pabbly Connect allows you to automate workflows efficiently, ensuring that no lead is missed and that communication is timely and effective. By following these steps, you can set up a robust automation system for your recruitment needs.