Integrate Facebook Leads with WhatsApp Using Pabbly Connect

Learn how to automate WhatsApp messages for new Facebook leads using Pabbly Connect. Step-by-step guide to streamline your lead communication. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, first, access Pabbly Connect. You can do this by visiting the Pabbly website, where you can sign up for free or log into your existing account.

Once logged in, navigate to the dashboard. Here, you will find various tools offered by Pabbly. Click on the ‘Access Now’ button under Pabbly Connect to enter the workflow section where you can create your integration.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow for sending automated WhatsApp messages to your leads. Click on the ‘Create Workflow’ button and name your workflow based on your objective, such as ‘Send Automated WhatsApp Message to Fertilizer Business Leads.’ Select the folder where you want to save your workflow.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Set up the Trigger application to be Facebook Lead Ads.

After setting up the trigger, you can define the event that will initiate the workflow, which in this case will be a new lead from Facebook Lead Ads. This setup is crucial for automating your communication with leads using Pabbly Connect.

3. Setting Up the Trigger with Facebook Lead Ads

To configure your trigger, select ‘Facebook Lead Ads’ as the trigger application and choose the event ‘New Lead Instant.’ Click on the ‘Connect’ button to link your Facebook account.

After successfully connecting, you will be prompted to select the Facebook page and lead gen form. Ensure that your lead generation form is live, as you will need to generate a sample submission to test the integration.

• Go to your Facebook page and navigate to the lead gen form.
• Fill out the form to create a sample lead.
• Return to Pabbly Connect and click on ‘Save and Send Test Request’ to retrieve the lead data.

This will allow Pabbly Connect to capture the details of the lead, such as full name, email, phone number, and city, enabling you to send an automated WhatsApp message.

4. Setting Up the Action to Send WhatsApp Messages

Now that you have your trigger set up, the next step is to configure the action application. Search for and select ‘Vati’ as your action application, and choose the action event ‘Send Template Message.’ Click on ‘Connect’ to establish a link with your Vati account.

You will need to provide the API endpoint and access token from your Vati account. Once you have entered these details, click on ‘Save’ to create the connection. After that, map the WhatsApp number, template, and other necessary details for your message.

Select the template you wish to use for your WhatsApp message. Fill in the broadcast name and any custom parameters required. Click on ‘Save and Send Test Request’ to send the message.

By using Pabbly Connect, you can ensure that every new lead receives a timely WhatsApp message, enhancing your communication strategy.

5. Testing the Integration and Finalizing the Workflow

After setting up the action, it’s time to test the integration. When you click on ‘Save and Send Test Request,’ you should see a confirmation that the message has been sent to the lead’s WhatsApp number. Check your WhatsApp to verify that the automated message has arrived.

This confirms that your workflow is functioning correctly. You have successfully set up an automated system where every new lead from Facebook is contacted via WhatsApp using Pabbly Connect.

Now, you can also explore additional integrations and automate other processes using Pabbly Connect. This tool can significantly enhance your productivity and communication strategies.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages for new Facebook leads using Pabbly Connect. By following the detailed steps, you can streamline your lead communication effectively.