Integrating Facebook Leads with WhatsApp using Pabbly Connect

Learn how to automate sending product details from Facebook leads to WhatsApp using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin automating the process of sending product details to WhatsApp from Facebook leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account if you haven’t already.

After logging in, navigate to the app section and locate Pabbly Connect. Click on ‘Access Now’ to initiate the workflow creation process. This is crucial as it allows you to set up the integration between Facebook and WhatsApp seamlessly.

2. Create a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this example, name it ‘Facebook Leads to WhatsApp’.

After naming your workflow, you will see two windows: the trigger window and the action window. In the trigger window, select ‘Facebook Lead Ads’ as the app you want to integrate. Choose the trigger event as ‘New Lead’ to capture new submissions from your Facebook lead form.

3. Connect Facebook Lead Ads to Pabbly Connect

Now, log into your Facebook account to connect it to Pabbly Connect. Click on ‘Connect’ to authorize the connection. Once authorized, you will have to select the Facebook page and the specific lead generation form you wish to use.

• Select your Facebook page from the dropdown.
• Choose the specific lead form, e.g., ‘New Leads’.

After selecting the appropriate options, click on ‘Save and Send Test Request’. This action will fetch the data from the most recent lead submission, allowing you to confirm that the integration is working correctly.

4. Format Phone Number for WhatsApp Messaging

In this step, you will format the phone number captured from the Facebook lead form to ensure it is compatible with WhatsApp. This is done using the Pabbly Connect number formatter. Add a new action step and select the number formatter app.

Choose the action event as ‘Spreadsheet Formulas’. Here, you will use a formula to remove the plus sign from the phone number. The formula will look something like this: SUBSTITUTE(PhoneNumber, '+', ''). This ensures the phone number is correctly formatted for WhatsApp messaging.

5. Send WhatsApp Message Using Pabbly Connect

After formatting the phone number, you will set up the action to send a WhatsApp message. Choose the WhatsApp API as your action app in Pabbly Connect. Select the action event as ‘Send Template Message’.

Map the fields required for the WhatsApp message, including the formatted phone number and the template you wish to use. Make sure to create and get approval for your WhatsApp message template beforehand to ensure it meets API requirements.

• Input the WhatsApp number without the plus sign.
• Select the approved message template.

Finally, click on ‘Save and Send Test Request’ to send a test message. If successful, your setup is complete, and you will see the message received on WhatsApp.

Conclusion

In this tutorial, we explored how to automate sending product details from Facebook leads to WhatsApp using Pabbly Connect. By following these steps, you can streamline your communication and enhance customer engagement effectively.