Integrate WhatsApp and LinkedIn Leads Using Pabbly Connect: A Step-by-Step Guide

Learn how to automate WhatsApp messaging for new LinkedIn leads using Pabbly Connect. This detailed tutorial covers every step for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating WhatsApp with LinkedIn leads, first access Pabbly Connect. This platform allows you to connect various applications seamlessly. Visit the Pabbly Connect website and log in with your credentials or sign up if you are a new user.

Once logged in, you will see the dashboard where you can create a new workflow. Pabbly Connect provides a user-friendly interface to streamline automation tasks. Here’s how to get started:

• Visit the Pabbly Connect homepage.
• Click on the ‘Sign In’ button if you already have an account.
• If new, select ‘Sign Up Free’ to create an account.

After signing in, you will be directed to the main dashboard where you can create your automation workflows using Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow for integrating WhatsApp with LinkedIn leads. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This will open a dialog box where you can name your workflow.

For this integration, name your workflow something descriptive, like ‘Send and Get WhatsApp Message for New LinkedIn Leads via Wati’. You can also choose a folder for better organization. After naming your workflow, click on the ‘Create’ button to proceed. This sets up the trigger and action steps needed for your automation.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow appropriately.
• Select a folder for organization.

Once the workflow is created, you can start defining the trigger event that will initiate the automation process using Pabbly Connect.

3. Setting Up the Trigger with LinkedIn Leads

The next step in using Pabbly Connect is to set up the trigger. Select LinkedIn Lead Forms as your trigger application. This allows you to capture new leads generated through LinkedIn ads. Choose the trigger event as ‘New Lead in Form Response’ to ensure that every time a new lead is submitted, it will trigger the workflow.

To connect your LinkedIn account, click on ‘Connect’ and follow the prompts to log in. Make sure you are logged into your LinkedIn account to simplify the connection process. After successfully connecting, select the specific lead form you want to track for new leads.

Select LinkedIn Lead Forms as your trigger application. Choose ‘New Lead in Form Response’ as the trigger event. Connect your LinkedIn account by logging in.

Once the connection is established, you can test the trigger to ensure it captures the lead details correctly. This is a crucial step in ensuring that your automation via Pabbly Connect works seamlessly.

4. Setting Up the Action with Wati for WhatsApp Messaging

The action step in your workflow involves using Wati to send WhatsApp messages. Select Wati as your action application and choose the action event as ‘Send Template Message’. This ensures that when a new lead is captured, a personalized message is sent to them automatically.

To establish a connection with your Wati account, click on ‘Connect’. You will need to provide your API endpoint and access token from your Wati account. After entering the required details, save the connection. Next, map the lead’s phone number and select the appropriate message template for the WhatsApp message.

Select Wati as your action application. Choose ‘Send Template Message’ as the action event. Connect your Wati account by entering the API endpoint and access token.

After mapping the phone number and selecting the message template, test this action to confirm that the message is sent successfully. This completes the setup for sending WhatsApp messages using Pabbly Connect.

5. Finalizing Integration and Testing the Setup

With the trigger and action steps set up, it’s time to finalize the integration. You can add additional actions if needed, such as sending a new lead alert to yourself. Use Wati again for this step, selecting a different template for the alert message.

Once all actions are configured, perform a test run to ensure everything functions as expected. Check your WhatsApp to see if the messages are received correctly. This final test will confirm that your integration between LinkedIn and WhatsApp via Pabbly Connect is successful.

Add any additional actions as needed. Run a test to ensure messages are sent correctly. Check your WhatsApp for received messages.

This comprehensive setup allows you to automate your lead communication effectively using Pabbly Connect. By following these steps, you can ensure that new leads are contacted promptly and efficiently.

Conclusion

In this tutorial, we explored how to integrate WhatsApp with LinkedIn leads using Pabbly Connect. By setting up automated messaging, businesses can streamline their communication with new leads, ensuring timely responses and better engagement.