Send Automated WhatsApp Messages to Facebook Leads & Create HubSpot Contact Using Pabbly Connect

Learn how to send automated WhatsApp messages to Facebook leads and create HubSpot contacts using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Automation

To begin sending automated WhatsApp messages to Facebook leads, you first need to access Pabbly Connect. This integration platform allows you to connect various applications effortlessly. Start by visiting the Pabbly Connect homepage by entering ‘Pabbly.com/connect’ in your browser.

Once on the homepage, you will see options to sign in or sign up for free. If you’re already a user, click on ‘Sign In’. For new users, click on ‘Sign Up for Free’. After logging in, navigate to the dashboard where you can manage all your workflows created with Pabbly Connect.

Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create HubSpot Contacts and Send WhatsApp Message to Facebook Leads’. Select the appropriate folder for saving your workflow.

Once you name your workflow, you will see two windows for trigger and action. The trigger defines what starts the workflow, while the action defines what happens as a result. Here, select ‘Facebook Lead Ads’ as your trigger application and choose ‘New Lead’ as the trigger event. This setup ensures that every time a new lead is generated through Facebook Lead Ads, the workflow will initiate.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Click on ‘Connect’ and then ‘Add New Connection’.

After establishing the connection with Facebook Lead Ads, select the page and the lead generation form associated with it. This ensures that the data captured from leads is directed to Pabbly Connect.

Testing Integration with Facebook Leads

To test the integration, you need to submit a test lead through the Facebook Lead Ads form. Navigate to the Meta for Developers page and use the Lead Ads Testing Tool. Select your page and form, then fill out the necessary details to create a lead.

After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action captures the lead details, confirming that the integration is functioning correctly. You will see the details of the lead such as first name, last name, email, and phone number displayed in Pabbly Connect.

• Use the Lead Ads Testing Tool to submit a test lead.
• Return to Pabbly Connect and click ‘Save and Send Test Request’.
• Confirm that the lead details are captured successfully.

This successful test indicates that every new lead generated will automatically be captured by Pabbly Connect.

Creating HubSpot Contact Using Pabbly Connect

Next, you will create a new contact in HubSpot using the lead details captured by Pabbly Connect. For this, select ‘HubSpot CRM’ as your action application and choose ‘Create Contact’ as the action event. Establish a connection by clicking ‘Add New Connection’ and authorize your HubSpot account.

Once connected, map the lead details from Facebook Lead Ads to the corresponding fields in HubSpot. This includes first name, last name, email, and phone number. Mapping ensures that the correct information is transferred to HubSpot, allowing for effective lead management.

Select ‘HubSpot CRM’ as your action application. Choose ‘Create Contact’ as the action event. Map the lead details to the corresponding fields in HubSpot.

After mapping, click on ‘Save and Send Test Request’ to confirm that a new contact is created in HubSpot, validating the integration with Pabbly Connect.

Sending WhatsApp Messages Using Pabbly Connect

The final step is to send a WhatsApp message to the newly created contact using the details captured. For this, select ‘Wati’ as your action application and choose ‘Send Template Message’ as your action event. Establish a connection with Wati by inputting the API endpoint and access token from your Wati dashboard.

Once connected, map the WhatsApp number from the Facebook lead response to ensure that each lead receives a personalized message. Choose the appropriate template for the WhatsApp message and enter the necessary parameters to customize the message for each lead.

Select ‘Wati’ as your action application. Choose ‘Send Template Message’ as the action event. Map the WhatsApp number and enter template parameters.

After setting everything up, click on ‘Save and Send Test Request’ to send a WhatsApp message. Check your WhatsApp to confirm that the message has been successfully sent, demonstrating the successful integration of WhatsApp with Pabbly Connect.

Conclusion

In this tutorial, we explored how to send automated WhatsApp messages to Facebook leads and create HubSpot contacts using Pabbly Connect. By following the outlined steps, you can streamline your lead generation process and enhance communication with potential customers effectively.