Learn how to automate WhatsApp messages for Facebook Lead Ads using Pabbly Connect. Step-by-step tutorial on setting up integrations for real estate businesses. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To start integrating Facebook Lead Ads with WhatsApp, we will use Pabbly Connect. This platform allows seamless automation without any coding knowledge. First, visit the Pabbly Connect landing page by searching ‘Pabbly.com/connect’ in your browser.
Once there, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign Up for Free’ to get started. Existing users can simply sign in to access their dashboard and tools.
2. Creating a New Workflow in Pabbly Connect
After signing in to Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You need to name your workflow, for example, ‘Automated WhatsApp Messages for Facebook Leads.’ Choose a folder to save it, such as ‘Automations,’ and then click on ‘Create’.
- Name your workflow appropriately.
- Select a folder for organization.
- Click on ‘Create’ to proceed.
Now you will be directed to the workflow window where you can set up triggers and actions. Here, we will define the trigger application as Facebook Lead Ads.
3. Setting Up Facebook Lead Ads as the Trigger
In the workflow window of Pabbly Connect, select Facebook Lead Ads as your trigger application. Choose the trigger event as ‘New Lead Instant’. This ensures that every time a new lead is generated, the workflow will activate.
Next, click on ‘Connect’ to establish a connection with your Facebook Lead Ads account. If you have previously connected, you can select an existing connection; otherwise, choose ‘Add a New Connection’ and follow the prompts to log in to your Facebook account.
- Select Facebook Lead Ads as the trigger application.
- Choose ‘New Lead Instant’ as the trigger event.
- Connect your Facebook account to Pabbly Connect.
After connecting, select your Facebook page and the lead generation form you want to use. Click on ‘Save and Send Test Request’ to proceed.
4. Testing the Trigger with Meta Lead Ads Tool
To test if Pabbly Connect has captured the lead information correctly, use the Meta for Developers Lead Ads Testing Tool. Open a new tab, search for ‘Meta for Developers’ and navigate to the Lead Ads Testing Tool.
Select your Facebook page and the lead form, then fill in dummy lead details and submit. This action will send a test lead to Pabbly Connect, allowing you to check if the information is captured accurately.
Navigate to Meta for Developers and find the Lead Ads Testing Tool. Fill in the dummy details in the form. Submit the form to send a test lead to Pabbly Connect.
Once you submit the form, return to your Pabbly Connect workflow to see if the lead details have been captured successfully.
5. Setting Up WhatsApp Cloud API as the Action
Now that the trigger is set, the next step is to configure the action using WhatsApp Cloud API. In the action application section of Pabbly Connect, select WhatsApp Cloud API and choose the action event as ‘Send Template Message’.
Click on ‘Connect’ to link your WhatsApp Cloud API account. You will need to enter your token, phone number ID, and WhatsApp business account ID. These details can be obtained from your WhatsApp Cloud API setup.
Select WhatsApp Cloud API as the action application. Choose ‘Send Template Message’ as the action event. Enter the required connection details from your WhatsApp setup.
After connecting, you can select the template message you want to send. Map the recipient’s phone number dynamically from the lead captured in the trigger step. This ensures that each new lead receives a personalized message.
Conclusion
In this tutorial, we demonstrated how to integrate Facebook Lead Ads with WhatsApp using Pabbly Connect. By following these steps, you can automate sending product details to leads via WhatsApp, enhancing your business’s communication efficiency. This setup not only saves time but also improves customer engagement through personalized messages.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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