Send WhatsApp Messages to Your Counselling Business Facebook Leads Using Pabbly Connect

Learn how to send automated WhatsApp messages to your counselling business leads from Facebook using Pabbly Connect. Follow this detailed step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To send WhatsApp messages to your counselling business Facebook leads, you need to access Pabbly Connect. Start by visiting the Pabbly website and either sign in or create a new account. As an existing user, simply click on the ‘Sign In’ button. New users can sign up for free and receive 100 tasks monthly.

Once signed in, navigate to the dashboard where you will find various Pabbly applications. Click on Pabbly Connect to initiate the integration process. This platform allows you to connect Facebook and WhatsApp seamlessly, automating the messaging process for your leads.

2. Create a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and choose a folder to save it in. Name your workflow something descriptive, such as ‘Facebook Lead Ads to WhatsApp for Counselling Business’ and select the appropriate folder.

• Click on ‘Create’ to proceed.
• This opens the workflow window where you can set up triggers and actions.

In this window, you will set the trigger application as Facebook Lead Ads and choose the trigger event as ‘New Lead Instant’. This ensures that whenever a new lead is generated, an automated WhatsApp message will be sent immediately. Click on ‘Connect’ to link your Facebook account.

3. Connect Facebook Lead Ads to Pabbly Connect

After selecting your trigger, you need to connect your Facebook Lead Ads account to Pabbly Connect. If you haven’t connected it before, click on ‘Add New Connection’. Select your Facebook account and click ‘Continue’. You will then need to choose the Facebook page and the lead form you want to use.

• Select your Facebook page, such as ‘Mindful Solutions’.
• Choose the lead form, for example, ‘Counseling Lead Ads Form’.

After making your selections, click on ‘Save and Send Test Request’. This action will allow Pabbly Connect to capture a response from Facebook, confirming the connection is successful. You may need to create a test lead to verify this process.

4. Send WhatsApp Messages Using Pabbly Connect

Next, you will set up the action application in Pabbly Connect. Choose ‘WhatsApp Cloud API’ as your action application and select the action event ‘Send Template Message’. Click ‘Connect’ to link your WhatsApp Cloud API account.

If this is your first time connecting, you will need to enter your API token, phone number ID, and WhatsApp business account ID. Copy these details from your API setup and paste them into Pabbly Connect. After entering the required information, click on ‘Save’ to establish the connection.

Select the message template you want to use, such as ‘Facebook Lead Message’. Map the recipient’s mobile number and any dynamic fields from the lead data.

After mapping the required fields, click on ‘Save and Send Test Request’. This will trigger the WhatsApp message to be sent to the lead you just created.

5. Verify Successful Integration of Pabbly Connect

To ensure that your integration is successful, check your WhatsApp for the message. If the message status shows as ‘Accepted’, it confirms that Pabbly Connect has successfully sent the message to your lead. You can repeat the test by creating a new lead through the Facebook Lead Ads testing tool.

Make sure to delete any previous test leads before creating a new one to avoid confusion. After entering new dummy details and submitting the form, check your WhatsApp again. You should receive the automated WhatsApp message with the personalized greeting.

This confirms that the workflow is operational and that Pabbly Connect is effectively managing the communication between Facebook Lead Ads and WhatsApp. You can now automate your lead follow-ups seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send automated WhatsApp messages to your counselling business leads from Facebook. By following these steps, you can streamline your communication and enhance your lead engagement effectively.