Integrate Instagram Leads with WhatsApp Using Pabbly Connect

Learn how to integrate Instagram leads with WhatsApp using Pabbly Connect for automated responses. Step-by-step tutorial for seamless communication. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, first access Pabbly Connect by visiting the Pabbly website. Here, you will find options to sign in or sign up for free. If you are a new user, you can create an account to get started with 100 free tasks every month.

Once signed in, navigate to the Pabbly Connect dashboard. This dashboard provides access to various automation tools offered by Pabbly. Click on the “Access Now” button under Pabbly Connect to proceed with setting up your workflow for integrating Instagram leads with WhatsApp.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the “Create Workflow” button. You will be prompted to name your workflow. For this integration, you can name it “Send and Get WhatsApp Messages for New Instagram Leads via Vati.” Choose a folder to save your workflow, then click “Create.”

• Name your workflow appropriately.
• Select the folder for saving your workflow.
• Click the “Create” button to proceed.

Upon clicking “Create,” you will enter the workflow window. This is where you will set up the trigger and action for your automation. Remember, the trigger indicates what event starts the workflow, and the action is what happens as a result.

3. Setting Up the Trigger with Instagram Lead Ads

The next step is to set up the trigger in Pabbly Connect. Search for “Instagram Lead Ads” and select it as your trigger application. You will then need to choose the trigger event. Select “New Lead Instant” to capture leads as they come in.

After selecting the trigger event, click on “Connect.” If you have previously connected your Instagram account, you can select the existing connection. If not, you will need to add a new connection by clicking “Add a New Connection” and following the prompts to connect your Instagram account.

4. Testing the Integration with Test Leads

Once you have set up the trigger, it’s essential to test the integration. In Pabbly Connect, after saving the trigger, it will prompt you to wait for a webhook response. To test, open a new tab and access the Meta for Developers page to use the Lead Ads Testing Tool.

• Select your Facebook page and lead form.
• Fill out the test lead form with dummy data.
• Submit the form to send test data back to Pabbly Connect.

After submitting the test lead, return to your Pabbly Connect workflow to verify if the response has been captured successfully. You should see the details of the test lead displayed in your workflow.

5. Sending WhatsApp Messages via Vati

With the trigger successfully set up, the next step in Pabbly Connect is to set the action to send WhatsApp messages. Select “Vati” as your action application and choose “Send Template Message” as the action event. Click “Connect” and follow the prompts to link your Vati account.

After connecting, fill in the required details such as the WhatsApp number and message template. Make sure to map the phone number from the lead captured in the previous step to ensure that the message is sent to the correct recipient. You can also customize the message with parameters like the lead’s name.

Finally, after completing all fields, click on “Save and Send Test Request.” This will send a WhatsApp message to the lead using the template you specified. You can check your WhatsApp to confirm that the message has been received successfully.

Conclusion

This tutorial demonstrated how to automate sending WhatsApp messages for new Instagram leads using Pabbly Connect. By following these steps, you can streamline your lead management process and enhance communication with potential clients effectively.