Integrating Facebook Lead Ads with WhatsApp and Lead Square Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with WhatsApp and Lead Square using Pabbly Connect to automate lead management and communication. 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 the integration process using Pabbly Connect, first access the Pabbly website. You can sign in if you are an existing user or create a new account to get started. Once logged in, navigate to the Pabbly Connect dashboard where you can manage your workflows.

After accessing your dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. For this tutorial, name your workflow something like ‘Integrate Facebook Lead Ads with Lead Square and WhatsApp.’ This sets the foundation for your automation.

2. Setting Up the Trigger with Facebook Lead Ads

The first step in our automation is to set up the trigger using Facebook Lead Ads in Pabbly Connect. Select Facebook Lead Ads as your trigger application. The trigger event will be set to ‘New Lead Instant,’ which means the workflow will activate as soon as a new lead is captured.

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

After connecting your Facebook account, select the page and lead form you wish to use for the automation. This setup allows Pabbly Connect to listen for new leads generated by your Facebook ads, ensuring that no potential client slips through the cracks.

3. Adding Leads to Lead Square

Once the trigger is set, the next step is to add the lead information to Lead Square using Pabbly Connect. Select Lead Square as your action application and choose the action event ‘Create or Update Lead.’ This will allow you to create a new lead entry or update an existing one based on the information received from Facebook.

Connect your Lead Square account by providing the necessary API keys and access credentials. Once connected, you can map the data fields from your trigger step to the corresponding fields in Lead Square. This ensures that the lead details are accurately recorded.

• Map the first name, last name, email, and phone number from the trigger data.
• Ensure all required fields in Lead Square are filled appropriately.

With this action configured, Pabbly Connect will automatically add new leads to Lead Square as they come in from Facebook, streamlining your lead management process.

4. Sending Automated WhatsApp Messages

The final step in this integration is to send an automated WhatsApp message to the newly added lead. For this, select WhatsApp as your action application in Pabbly Connect and choose the action event ‘Send Template Message.’ This allows you to send a predefined message template to your leads.

Connect your WhatsApp account by providing the necessary API key. After connecting, you will need to select the campaign name and map the lead’s phone number to ensure the message reaches the correct recipient. The message can include personalized elements such as the lead’s name.

Map the lead’s phone number to the WhatsApp message. Use template parameters to personalize the message.

By completing this final action, Pabbly Connect will ensure that every new lead receives a timely WhatsApp message, enhancing your communication and engagement.

5. Testing the Workflow

After configuring all actions in Pabbly Connect, it’s important to test the workflow to ensure everything is functioning correctly. You can use the Facebook Lead Ads testing tool to submit a dummy lead and verify that the details are captured correctly in Lead Square.

Check your Lead Square account to confirm that the new lead appears as expected. Additionally, verify that the automated WhatsApp message is sent to the lead’s phone number. This step is crucial to ensure that the integration works smoothly and effectively.

By following these testing steps, you can confirm that your automation is set up correctly and that Pabbly Connect is effectively managing leads between Facebook, Lead Square, and WhatsApp.

Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Lead Square and WhatsApp using Pabbly Connect. This automation streamlines lead management and enhances communication, ensuring no potential client slips through the cracks. By following these steps, you can effectively nurture leads and improve engagement rates.