Integrating Instagram Leads with WhatsApp Alerts Using Pabbly Connect

Learn how to integrate Instagram lead ads with WhatsApp alerts using Pabbly Connect. This step-by-step tutorial covers all necessary actions and settings. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Instagram lead ads with WhatsApp alerts, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website by entering ‘Pabbly.com/connect’.

If you are a new user, click on ‘Sign Up for Free’ for 100 tasks monthly. Existing users can simply click ‘Sign In’. Once signed in, you will see all Pabbly applications, and you should click on ‘Access Now’ for Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be on the dashboard. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter ‘Get WhatsApp Alerts for New Instagram Leads’ and choose the folder for your automation.

• Click on ‘Create’ to open the workflow window.
• Understand that the trigger (Instagram lead ads) will initiate the workflow.
• Actions will follow the commands set by the trigger.

Now, select ‘Instagram Lead Ads’ as your trigger application. This step is crucial as it ensures that your workflow will activate upon receiving a new lead from Instagram.

3. Setting Up the Trigger for Instagram Lead Ads

In this step, you will configure the trigger event. Select ‘New Lead Instant’ as the trigger event in Pabbly Connect. This ensures that your workflow captures new leads immediately as they come in.

Next, click on ‘Connect’. You will be prompted to either use an existing connection or create a new one. If you haven’t connected your Instagram account yet, choose ‘Add New Connection’. You will need to select your Facebook account linked to Instagram and grant necessary permissions.

4. Performing a Test Submission

Once the trigger is set up, you need to perform a test submission to capture data. Use the Meta for Developers tool to simulate a lead submission. Navigate to the Lead Ads Testing Tool and select your Facebook page and lead form.

• Fill in the required fields like full name, email, and phone number.
• Click on ‘Submit’ to send the test lead.
• Check the response in your Pabbly Connect workflow.

This step is essential to confirm that Pabbly Connect is receiving data from Instagram correctly. After submission, you should see the details populated in your workflow.

5. Setting Up WhatsApp Alerts

For the action application, select ‘WhatsApp Cloud API’ in Pabbly Connect. Choose ‘Send Template Message’ as the action event. This will allow you to send an automated WhatsApp message to your team whenever a new lead is generated.

Click on ‘Connect’ and either select an existing connection or create a new one by entering your WhatsApp API token, phone number ID, and WhatsApp business account ID. You can find these details in your WhatsApp Cloud API setup.

After connecting, specify the template name for the message, which you can create or select from existing templates in your WhatsApp manager. Map the required fields (like full name, email, etc.) to ensure each message is personalized based on the lead’s information.

Conclusion

In this tutorial, we successfully integrated Instagram lead ads with WhatsApp alerts using Pabbly Connect. This seamless integration allows businesses to respond quickly to new leads, enhancing customer engagement and conversion rates. By following the steps outlined, you can set up your own automation to streamline communication effectively.