Facebook Whatsapp Automation
Automatically greet every new Facebook lead on WhatsApp within seconds, then route them to the right sales rep to boost response speed and close more deals.
Why This Workflow Matters
This workflow helps you turn Facebook leads into real conversations right away. Instead of waiting for someone on your team to follow up, every new lead gets a friendly WhatsApp message within moments.
Leads feel taken care of, your team has a clear handoff to a rep, and you respond faster without adding more manual work. That means more engagement, more qualified conversations, and a smoother sales process.
HOW THE AUTOMATION WORKS
- Trigger: New Facebook lead
Whenever someone submits a Facebook Lead Ad form, the automation starts instantly.
- ActiveCampaign Actions: Tag fb_lead, webhook
The contact is tagged as a Facebook lead (`fb_lead`) so you can easily segment and track them. At the same time, a webhook is triggered to send the lead’s details from ActiveCampaign to D7 WhatsApp API.
- WhatsApp Message Sent:
The automation sends this instant WhatsApp welcome message:
“Thanks for your interest, {{name}}! How can we help you today?”
- Follow-Up Steps: Assign rep
After the first WhatsApp message is sent, a team member is assigned to the lead so there’s always a clear owner for the conversation.
- Goal / KPI: Response speed
The main success metric is how quickly your business replies to new leads. Faster replies mean more conversations and better chances of converting new leads into customers.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A user submits a Facebook Lead Ad form | Every new inquiry is captured instantly, with no manual data entry |
| 2 | ActiveCampaign adds the new contact and tags them as `fb_lead` | The tag makes it easy to identify and segment Facebook leads for tracking and follow-up |
| 3 | A webhook sends the lead’s details from ActiveCampaign to D7 WhatsApp API | Connects your CRM to WhatsApp so messages go out automatically |
| 4 | An instant WhatsApp message is sent: “Thanks for your interest, {{name}}! How can we help you today?” | The lead gets a personal welcome right away, encouraging a quick reply |
| 5 | The conversation is opened on WhatsApp for ongoing two-way chat | You meet leads where they already are, in a familiar messaging app |
| 6 | A sales or support rep is assigned to the new lead | Ensures clear ownership so no lead is forgotten or delayed |
| 7 | The assigned rep continues the WhatsApp conversation and qualifies the lead | Builds trust, answers questions, and moves leads closer to a decision |
| 8 | You track how quickly leads receive and respond to messages | Helps you improve overall response speed and conversion performance |
Whatsapp Message Variations
- “Hi {{name}}, thanks for reaching out via Facebook! How can we support you today?”
- “Thanks for your interest, {{name}}. What are you looking for help with today?”
- “Hello {{name}}! Thanks for contacting us on Facebook. Tell us a bit about what you need and we’ll be happy to help.”
Who This Workflow is For
This workflow is ideal for:
- Online retailers and eCommerce brands running Facebook Lead Ads for product inquiries, promotions, or pre-launch lists.
- Real estate agents and property developers collecting buyer or renter leads from Facebook and needing fast follow-ups.
- Coaching, consulting, and agencies that use lead ads to book discovery calls or strategy sessions.
- Education providers and training companies capturing leads for courses, webinars, or open days.
- Local services (salons, gyms, clinics, repair services) using Facebook Lead Ads for appointment requests or quotes.
- B2B SaaS and software companies generating demo or trial requests from Facebook and wanting instant engagement.
Any business that relies on Facebook Lead Ads and wants to respond on WhatsApp faster will benefit from this automation.
Integrate Now
Activate this “Facebook Lead Ads – Instant WhatsApp Welcome” workflow today