Integrating WhatsApp with LinkedIn Leads Using Pabbly Connect

Learn how to automate WhatsApp messaging for LinkedIn leads using Pabbly Connect and Pabbly Connect in this step-by-step tutorial. 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

1. Accessing Pabbly Connect for Integration

To begin integrating WhatsApp with LinkedIn leads, first access Pabbly Connect. This platform allows you to automate workflows between various applications seamlessly. Simply visit the Pabbly Connect homepage and log in using your credentials or sign up if you are a new user.

Once logged in, you will find yourself in the Pabbly Connect dashboard. From here, you can create workflows that will facilitate the automation process. The main objective is to connect LinkedIn Legion forms with WhatsApp by AI Sensei to send automated messages whenever a new lead is generated.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will need to provide a name for your workflow, such as ‘Send and Get WhatsApp Messages for LinkedIn Leads.’ Additionally, you can organize your workflows into folders.

• Click on ‘Create’ to finalize your workflow setup.
• Understand the trigger and action principles: a trigger initiates the workflow, while an action is the response.

After creating the workflow, you’ll select the trigger application as LinkedIn Legion forms. This application will capture new lead responses automatically, allowing for efficient engagement with potential clients.

3. Setting Up the Trigger with LinkedIn Legion Forms

To set up the trigger for your workflow, choose LinkedIn Legion forms as your trigger application in Pabbly Connect. Select the trigger event as ‘New Lead in Form Response’. This event will activate whenever a new lead submits their information through the LinkedIn form.

Connect your LinkedIn Legion forms account to Pabbly Connect. If your account is already linked, you can select the existing connection. After connecting, you will need to select the specific account and lead form you wish to use.

• Generate a test lead to ensure the connection is working properly.
• Save and send a test request to confirm that the lead information is being captured.

Once the test lead is confirmed, you can proceed to set up the action step to send WhatsApp messages to the leads.

4. Sending Automated WhatsApp Messages

In this section, you will configure the action step to send WhatsApp messages using Pabbly Connect. Select WhatsApp by AI Sensei as your action application and choose the action event as ‘Send Template Message’. This will allow you to send personalized messages to your leads automatically.

Connect your WhatsApp by AI Sensei account to Pabbly Connect. If this is your first time connecting, you will need to enter your API key, which can be obtained from your WhatsApp account settings. Once connected, you will specify the campaign name and map the necessary fields such as mobile number and username.

Map the lead’s phone number and name to personalize your messages. Ensure to replace any dummy numbers with your actual number for testing purposes.

After completing these configurations, you can save and send a test request. If successful, you will receive the automated WhatsApp message on your phone, confirming that the integration is working correctly.

5. Receiving WhatsApp Alerts for New Leads

The final step involves setting up another action in Pabbly Connect to receive WhatsApp alerts for new leads. Again, select WhatsApp by AI Sensei as your action application and set the action event to ‘Send Template Message’. This will notify you whenever a new lead comes in through LinkedIn.

Follow similar steps as before to connect your WhatsApp account and enter the campaign name. Create a new campaign for alerts in your WhatsApp by AI Sensei account, ensuring the status is set to live. After entering the necessary details, map the required variables to ensure that the alert contains the lead’s information.

Map the lead’s name, email, and company name to provide complete details in the alert message. Test the setup by sending a message to your phone to confirm receipt of alerts.

With this setup, you will receive instant WhatsApp alerts, allowing you to engage with leads promptly and effectively.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate WhatsApp messaging for LinkedIn leads. By integrating LinkedIn Legion forms with WhatsApp by AI Sensei, you can streamline your lead engagement process and enhance communication efficiency. This setup not only saves time but also increases the chances of converting leads into clients.