Quick overview
Youtube Video: https://youtu.be/2yB1Imaa6AY?si=FAY4YCeSqqnxCdgW
This workflow captures new Facebook Lead Ads leads, stores or updates them in Google Sheets, generates a personalized Cal.com booking link, and sends it via WhatsApp, while also logging the outreach session to Redis and marking the lead as contacted.
How it works
- Triggers when a new lead is submitted through Facebook Lead Ads.
- Looks up the lead in Google Sheets by phone number to see if an existing row is present.
- Appends or updates the lead record in Google Sheets when the row does not exist, otherwise checks whether the lead is already marked as contacted or set to do-not-disturb.
- Prepares a Cal.com base booking link for the selected property and builds an autofilled booking URL using the lead’s name, email, and phone.
- Sends the lead a WhatsApp message containing the personalized Cal.com booking link.
- Stores the outbound message as a session entry in Redis and updates Google Sheets to mark the lead as contacted.
Setup
- Connect your Facebook Lead Ads OAuth credentials and select the target Facebook Page and Lead Form in the trigger.
- Add Google Sheets credentials (service account or OAuth) and update the spreadsheet ID, sheet/tab, and column schema so it includes fields like phone, contacted?, and dnd.
- Add WhatsApp Business API credentials, set your Phone Number ID, and ensure the recipient phone number mapping matches your Facebook form field.
- Add Redis credentials and confirm the Redis key/list naming convention used for storing sessions.
- Update the Cal.com base URLs and property-name mapping so each “Property Name” value resolves to the correct booking link.