Integrate WhatsApp Messaging for Instagram Leads Using Pabbly Connect

Learn how to automate WhatsApp messaging for new Instagram leads with Pabbly Connect in this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate WhatsApp messaging for new Instagram leads, the first step is accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you’re a new user, you can sign up for free and enjoy 100 tasks monthly. Existing users can simply sign in to their account.

After signing in, you will see a dashboard with various Pabbly tools. Click on ‘Access Now’ under Pabbly Connect to proceed. This platform allows seamless integration between multiple applications, making it ideal for automating workflows like sending WhatsApp messages for Instagram leads.

2. Creating a New Workflow in Pabbly Connect

Once inside Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. For this tutorial, name it ‘Send and Get WhatsApp Messages for New Instagram Leads via Vati’ and select a folder to save it in.

• Click ‘Create’ to open the workflow window.
• Identify your trigger application, which will be Instagram Lead Ads.
• Select the trigger event as ‘New Lead Instant’.

This setup allows Pabbly Connect to capture new leads as they come in, ensuring that you can automate WhatsApp messages promptly.

3. Connecting Instagram Lead Ads to Pabbly Connect

After creating your workflow, it’s time to connect Instagram Lead Ads to Pabbly Connect. Click on the application search bar and type ‘Instagram Lead Ads’. Once selected, you will need to choose the trigger event, which is ‘New Lead Instant’.

The next step is to establish a connection by clicking on ‘Connect’. If you haven’t previously connected your Instagram account, you will need to add a new connection. Follow the prompts to connect your Facebook account linked with your Instagram.

• Select your Facebook page associated with the Instagram account.
• Choose the lead gen form you are using for your ads.

Once connected, Pabbly Connect will be able to capture lead details as they come in, which is essential for sending automated WhatsApp messages.

4. Sending WhatsApp Messages Using Vati

With the Instagram Lead Ads connected, the next step is to send WhatsApp messages through Vati using Pabbly Connect. For the action application, select Vati and choose the action event as ‘Send Template Message’. Then, click on ‘Connect’.

You will need to enter the API endpoint and access token from your Vati account to establish the connection. Once connected, you can map the phone number of the lead from the previous step, ensuring that the message is sent to the correct recipient.

Select or create your message template for new leads. Map the lead’s name and other details to customize the message.

This process allows Pabbly Connect to automatically send personalized WhatsApp messages to new leads, enhancing engagement and follow-up efficiency.

5. Testing the Workflow and Confirmation

After setting up the integration, it’s crucial to test the workflow to ensure everything functions correctly. Use the Meta for Developers tool to submit a test lead to your Instagram Lead Ads. This will trigger the workflow in Pabbly Connect.

Once the test lead is submitted, check your WhatsApp to confirm that the message was received. You should see the personalized message sent to the lead and a notification sent to your team as well.

Ensure to refresh the lead ads testing tool after each submission. Monitor the responses in Pabbly Connect to validate captured data.

This testing phase confirms that your workflow is functioning as intended, allowing you to efficiently convert leads into clients through automated WhatsApp messaging.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messaging for new Instagram leads. By following the steps outlined, you can streamline your lead nurturing process and enhance engagement with potential clients.