Learn to send automated WhatsApp messages to Facebook leads for your cryptocurrency education platform using Pabbly Connect. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To send WhatsApp messages to Facebook leads for your cryptocurrency education platform, the first step is to access Pabbly Connect. Open a new tab and navigate to Pabbly.com/c/connect. Here, you will find options to sign in or sign up for free. Signing up is quick and allows you to utilize 100 tasks free every month.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This action leads you to the dashboard where you can create workflows. Click on the ‘Create Workflow’ button, name your workflow, and select a folder to save it. This setup is crucial for managing your automation processes effectively.

Setting Up Trigger in Pabbly Connect

After creating your workflow, the next step is to set up the trigger in Pabbly Connect. The trigger application will be Facebook Lead Ads. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant’.

To connect Facebook Lead Ads with Pabbly Connect, click on ‘Connect’ and then on ‘Add New Connection’. After logging into your Facebook account, grant access to Pabbly Connect for retrieving leads. Ensure your Facebook page is selected correctly, which in this case is named ‘Crypt Matrix’.

  • Select your Facebook page from the dropdown.
  • Choose the lead generation form you wish to use.
  • Click ‘Save and Send Test Request’ to fetch the lead data.

After clicking ‘Save and Send Test Request’, Pabbly Connect will wait for a webhook response. You will need to create a sample submission using the lead form to test the connection.

Creating Sample Leads for Testing

To generate a sample lead, navigate to the Meta for Developers page. Use the Lead Ads R2 Debug Tool to create a test submission. Select your Facebook page and lead form, then click on ‘Preview Form’ to fill out the test details.

Fill in the form with dummy details, ensuring to include a WhatsApp number as this will be used for sending messages. Once completed, click on ‘Submit’ to create the new lead. This step is essential for Pabbly Connect to receive the lead data successfully.

  • Enter a name (e.g., Demo User) and email (e.g., [email protected]).
  • Provide a valid WhatsApp number for testing.
  • Click ‘Next’ and then ‘Submit’ to finalize.

After submission, return to Pabbly Connect to verify that you have received the lead information. This validation confirms that your trigger setup is working correctly.

Setting Up WhatsApp Cloud API Integration

With the lead data confirmed, the next step is to set up the action application in Pabbly Connect. For this, select WhatsApp Cloud API as the action application and choose the event ‘Send Template Message’.

Connect WhatsApp Cloud API by clicking on ‘Connect’ and then ‘Add New Connection’. You will need to provide the temporary access token, phone number ID, and WhatsApp business account ID. These details can be found in your WhatsApp Cloud API account.

Copy the temporary access token from your WhatsApp Cloud API account. Obtain the phone number ID and WhatsApp business account ID from the same account. Paste these details into Pabbly Connect and click ‘Save’.

Once connected, you can customize the message template you wish to send. Ensure you have approved your message template from Meta before using it in the workflow.

Sending WhatsApp Messages to Leads

To finalize your setup, map the required fields in Pabbly Connect. Select the template you want to use for sending messages. Ensure that you include a variable for the lead’s name so that each message is personalized.

For the recipient mobile number, map it from the Facebook Lead Ads response. This mapping allows Pabbly Connect to dynamically insert the lead’s WhatsApp number into the message.

Select your message template from the dropdown. Map the recipient’s WhatsApp number from the lead data. Map the lead’s name to personalize the message.

Click on ‘Save and Send Test’ to initiate the message. If successful, you will receive a confirmation response in Pabbly Connect. Check your WhatsApp to verify that the message was sent correctly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated WhatsApp messages to leads generated from Facebook for your cryptocurrency education platform. By following the steps outlined, you can effectively engage with your leads and promote your educational offerings seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.