Send WhatsApp Messages to Your UI/UX Agency’s Facebook Leads Using Pabbly Connect

Learn how to send automated WhatsApp messages to your UI/UX agency’s Facebook leads using Pabbly Connect. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin sending WhatsApp messages to your UI/UX agency’s Facebook leads, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page, where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ option. This will allow you to explore the platform with 300 tasks each month. Existing users can simply log in. Once logged in, you will see all the applications available for integration.

2. Creating a Workflow in Pabbly Connect

After logging in to Pabbly Connect, locate and click the ‘Create Workflow’ button in the top right corner. A dialog box will appear, prompting you to name your workflow. Name it something like ‘Vision VIP Facebook Lead Ads to WhatsApp Message’.

• Select the folder where you want to save this workflow.
• Click the ‘Create’ button to proceed.

Now, you will see the main workflow window where you need to set up your trigger and action. The trigger will be Facebook Lead Ads, and the action will be WhatsApp Cloud API.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application and choose ‘New Lead’ as the trigger event. This ensures that every time a new lead is generated, Pabbly Connect captures it immediately.

To connect Facebook Lead Ads with Pabbly Connect, click ‘Connect’ and then ‘Add New Connection’. You will need to authorize your Facebook account. Once authorization is successful, select your Facebook page and lead generation form.

• Make sure to select the correct lead form from your Meta Business Suite.
• Click ‘Save and Send Test Request’ to proceed.

After this, you will need to perform a test submission to ensure everything is working correctly.

4. Configuring the Action in Pabbly Connect

Next, you will configure the action application. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’. Click ‘Connect’ and add a new connection for your WhatsApp Cloud API account. using Pabbly Connect

You will need to enter your Token, Phone Number ID, and WhatsApp Business Account ID. These can be obtained from your WhatsApp Cloud API setup in the Meta for Developers portal. Ensure you have a permanent access token to avoid expiration issues.

Copy and paste the necessary details into Pabbly Connect. Select the template you wish to use for your WhatsApp messages.

Be sure to map the recipient’s mobile number and any variables needed for your message template before saving your configuration.

5. Testing the Automation in Pabbly Connect

Once your trigger and action are set up in Pabbly Connect, it’s time to test the automation. To do this, return to the lead testing tool in the Meta for Developers portal. You may need to delete any existing leads to create a new one.

After deleting the previous lead, refresh the page, select your page and form, and submit a new lead with your original phone number. Once submitted, you should receive a WhatsApp message confirming the automation is working correctly.

Check your WhatsApp to see if the message was received. If everything is set up correctly, the message will include your personalized variables.

This completes the setup, and you can now automate sending WhatsApp messages to your leads from Facebook using Pabbly Connect.

Conclusion

In this tutorial, we learned how to automate sending WhatsApp messages to your UI/UX agency’s Facebook leads using Pabbly Connect. By setting up triggers and actions, you can streamline your communication process effectively.