Integrate WhatsApp with Facebook Leads Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp, Facebook Leads, and Slack using Pabbly Connect in this detailed tutorial. Automate your marketing efforts effectively! Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Facebook Leads, first, access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. You can sign up for a free account or log in if you’re an existing user.

Once logged in, navigate to the dashboard where you can create a new workflow. Here’s how to access Pabbly Connect:

• Go to the Pabbly Connect homepage.
• Click on ‘Sign Up Free’ or ‘Sign In’ if you already have an account.

After signing in, you’ll see the dashboard where you can start creating your workflows. This is where the automation magic happens.

2. Creating a New Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential to link WhatsApp with Facebook Leads. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You’ll be prompted to name your workflow.

For this integration, you can name your workflow something descriptive, like ‘Send WhatsApp Message to Facebook Leads and Notify Team on Slack.’ Here are the steps to follow:

• Click on ‘Create Workflow’.
• Enter your workflow name.
• Select a folder for organization.

Once you’ve named your workflow, you’ll be taken to the workflow setup page where you can define triggers and actions.

3. Setting Up the Trigger with Facebook Lead Ads

The first step in your workflow is to set up the trigger, which will be Facebook Lead Ads. This will allow Pabbly Connect to detect when a new lead is generated. Select Facebook Lead Ads as your trigger application.

Next, choose the trigger event as ‘New Lead Instant’. This ensures that every time a lead fills out the form, Pabbly Connect captures the information immediately. Here’s how:

Select ‘Facebook Lead Ads’ as your trigger application. Choose ‘New Lead Instant’ as the trigger event. Connect your Facebook account to Pabbly Connect.

After connecting your Facebook account, select the specific page and lead form from which you want to capture leads. This is crucial for ensuring that the right data is sent to WhatsApp.

4. Integrating WhatsApp Cloud API for Messaging

Once the trigger is set, it’s time to integrate the WhatsApp Cloud API to send messages to the leads captured by Facebook. In this step, you will select WhatsApp Cloud API as your action application in Pabbly Connect.

Choose the action event as ‘Send Template Message’. This allows you to send a pre-defined message to your leads. Here’s how to set it up:

Select ‘WhatsApp Cloud API’ as your action application. Choose ‘Send Template Message’ as the action event. Connect your WhatsApp Cloud API account to Pabbly Connect.

Fill in the required fields such as the template name and recipient’s mobile number. Make sure to map the phone number from the Facebook lead data to personalize the message.

5. Notifying Your Team on Slack

The final action in your workflow will be to notify your team on Slack. This ensures that your team is aware of new leads immediately. For this, select Slack as your action application in Pabbly Connect.

Choose the action event as ‘Send Channel Message’. This will send a message to a specified Slack channel every time a new lead is captured. Here’s how to set it up:

Select ‘Slack’ as your action application. Choose ‘Send Channel Message’ as the action event. Connect your Slack account to Pabbly Connect.

Map the lead details such as name, email, and phone number in the message body to keep your team informed. This integration helps streamline communication and ensures that no lead is overlooked.

Conclusion

Integrating WhatsApp, Facebook Leads, and Slack using Pabbly Connect allows businesses to automate their communication effectively. This tutorial demonstrated how to set up triggers and actions to enhance your marketing efforts. By using Pabbly Connect, you can ensure timely responses to leads and keep your team informed with minimal effort.