Integrating WhatsApp with Facebook Leads Using Pabbly Connect

Learn how to seamlessly integrate WhatsApp with Facebook leads using Pabbly Connect for automated messaging and team notifications. 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. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Facebook Leads, first, access Pabbly Connect by visiting the official website. You can sign up for a free account, which gives you access to 300 tasks each month. If you’re an existing user, simply sign in to your account.

Once signed in, you will be directed to the dashboard of Pabbly Connect. From here, you can create a new workflow that will automate sending WhatsApp messages to leads collected from Facebook ads. This process enhances customer engagement and streamlines communication.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will then be prompted to name your workflow. For this integration, name it ‘Send WhatsApp Message to Facebook Leads and Notify Team on Slack.’ You can also select a folder for better organization.

• Click on ‘Create’ to finalize your workflow.
• Select your trigger application as Facebook Lead Ads.
• Choose the trigger event as ‘New Lead Instant’.

After setting the trigger, you can connect your Facebook account to Pabbly Connect. This allows the platform to capture lead details whenever someone submits their information through your Facebook lead ad.

3. Setting Up Facebook Lead Ads in Pabbly Connect

In this step, you will configure the Facebook Lead Ads trigger within your workflow on Pabbly Connect. After selecting your Facebook account, choose the specific page and lead form you want to connect. For instance, if your page is named ‘Natural Glow Skin Care,’ select it from the dropdown.

Next, you will need to test the connection by generating a test lead. This is done through the Meta for Developers Lead Testing Tool. Here’s how to do it:

• Select your page and lead form in the testing tool.
• Submit a test lead with dummy data.
• Return to Pabbly Connect to confirm that the lead details have been captured.

Once the test lead is successfully received, you can move on to the action steps of your workflow.

4. Sending WhatsApp Messages with WhatsApp Cloud API

For the next action in your workflow, select the WhatsApp Cloud API as your action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This allows you to send a personalized message to the lead that just filled out the form.

To connect your WhatsApp Cloud API with Pabbly Connect, you’ll need to enter your access token, phone number ID, and WhatsApp business account ID. Make sure these details are accurate to ensure successful message delivery. After entering the required information, select your message template that contains the discount offer or any other relevant information.

Map the recipient’s mobile number to dynamically insert the lead’s phone number. Use variables in your message template to personalize the message for each lead. Test the WhatsApp message to ensure it is sent correctly.

Once the WhatsApp message is sent successfully, you can proceed to notify your team on Slack about the new lead.

5. Notifying Your Team on Slack

To complete your workflow, add another action step to send a message to your Slack channel using Pabbly Connect. Select Slack as the action application and choose the action event as ‘Send Channel Message.’ This will notify your team whenever a new lead is captured.

Connect your Slack account to Pabbly Connect by entering the required token type. You can specify which channel to send the message to, such as ‘Natural Glow Skin Care.’ Customize the message to include lead details like name, email, and phone number.

Map the lead’s information within the message for personalization. Test the Slack message to confirm it is sent correctly.

After testing, you will have successfully set up your automation workflow, allowing you to communicate effectively with leads and keep your team informed.

Conclusion

This tutorial demonstrated how to integrate WhatsApp with Facebook leads using Pabbly Connect. By automating messages to leads and notifying your team on Slack, you can enhance communication and improve customer engagement.