Learn how to automate WhatsApp messages to LinkedIn leads using Pabbly Connect. Step-by-step guide to streamline your lead engagement process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
Accessing Pabbly Connect for Integration
To start automating WhatsApp messages to LinkedIn leads, first access Pabbly Connect. Visit the Pabbly Connect website and sign in with your account. If you are a new user, you can sign up for free and receive 100 tasks every month.
Once logged in, you will see the dashboard where all Pabbly products are displayed. Click on the ‘Access Now’ button under Pabbly Connect to begin the integration process. This platform allows you to automate workflows between different applications seamlessly.
Creating a Workflow in Pabbly Connect
After accessing Pabbly Connect, you need to create a workflow to send WhatsApp messages to your LinkedIn leads. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard.
A dialog box will appear prompting you to name your workflow. For this integration, name it ‘Send WhatsApp Message to LinkedIn Leads Using Pabbly Connect’ and select a folder to save it. Click on the ‘Create’ button to finalize the workflow setup.
- Name your workflow appropriately.
- Select a relevant folder for organization.
- Click on ‘Create’ to proceed.
Now, you will see two sections labeled Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, you will set LinkedIn Legion forms as the trigger application.
Setting Up the Trigger with LinkedIn Legion Forms
For the trigger application, select ‘LinkedIn Legion Forms’ from the dropdown menu. Choose the trigger event as ‘New Legion Form Response’. This ensures that every time a new lead is generated through your LinkedIn form, Pabbly Connect will capture this information automatically.
To connect LinkedIn Legion Forms to Pabbly Connect, click the ‘Connect’ button. You will need to authorize the connection by logging into your LinkedIn account in a new tab. After authorization, select your LinkedIn account and the specific lead form you created for capturing leads.
- Select ‘LinkedIn Legion Forms’ as the trigger app.
- Choose ‘New Legion Form Response’ as the trigger event.
- Authorize the connection with your LinkedIn account.
Once connected, you can test the trigger by generating a test lead using your LinkedIn form. This will allow Pabbly Connect to capture the lead’s details and confirm that the connection is working properly.
Sending WhatsApp Messages Using Pabbly Connect
With the trigger set up, the next step is to send WhatsApp messages to the leads captured through LinkedIn Legion Forms. For this, select Pabbly Chatflow as the action application from the dropdown menu. Choose the action event as ‘Send C Request’.
To connect Pabbly Chatflow to Pabbly Connect, click on the ‘Connect’ button and enter the API token from your Pabbly Chatflow account. This token allows Pabbly Connect to send messages via your WhatsApp Cloud API.
Select ‘Pabbly Chatflow’ as the action app. Choose ‘Send C Request’ as the action event. Input your API token to connect.
After connecting, create a message template in Pabbly Chatflow that will be used for sending WhatsApp messages. This template can include dynamic variables such as the lead’s name to personalize the message. Once the template is ready, you can map the lead’s details to the message body.
Finalizing Integration with Pabbly Connect
To finalize the integration, ensure that the body of the WhatsApp message is correctly formatted with the lead’s information. Map the phone number and other dynamic fields from the LinkedIn lead data to the message template.
Once everything is set up, click on the ‘Save and Send Test Request’ button to send a test message to verify that the integration works. You should receive a WhatsApp message on the lead’s number if everything is configured correctly.
Ensure all dynamic fields are correctly mapped. Click ‘Save and Send Test Request’ to send a test message. Verify that the message is received on WhatsApp.
Once you confirm that the message was sent successfully, your integration between LinkedIn Legion Forms and WhatsApp via Pabbly Connect is complete. This automation allows you to engage with leads immediately, enhancing your customer communication strategy.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages to LinkedIn leads. This integration simplifies lead engagement, ensuring timely communication and improved customer relations.
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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