Lead Nurturing with Pabbly Connect: Automate Elementor Leads to CRM and WhatsApp

Learn how to use Pabbly Connect to automate lead nurturing by sending Elementor leads to your CRM and welcoming them via WhatsApp and Email. Step-by-step tutorial included.

Watch Step By Step Video Tutorial Below

1. Collecting Leads for Automation Using Pabbly Connect

In the first step, we explore how to collect leads effectively using Pabbly Connect. Various methods such as form submissions, Facebook ads, and website registrations can be employed to gather leads. Each of these methods can be seamlessly integrated into your workflow using Pabbly Connect.

Here are some methods to collect leads:

• Form submissions on your website
• Facebook and Google ads
• Sign-ups on websites
• Live chat supports and bots
• Email marketing campaigns
• Manual data entry

By utilizing these methods, you can gather leads efficiently, which can then be processed through Pabbly Connect for further nurturing.

2. Setting Up Pabbly Connect for Lead Automation

To begin automating your lead nurturing process, you need to set up Pabbly Connect. Start by signing into your Pabbly Connect account. After logging in, navigate to the dashboard and click on the ‘Create Workflow’ button to initiate your automation.

When creating a workflow, name it appropriately, such as ‘Automatically Add Subscribers to Google Sheets and CRM’. This name will help you identify the purpose of the workflow later. After naming, click on the ‘Create’ button to proceed.

Next, you’ll need to define the trigger for your workflow. In this case, select the Elementor Forms application as the trigger app and choose the ‘New Form Submission’ event. This setup will allow Pabbly Connect to capture data whenever a user submits a form on your website.

3. Integrating Google Sheets with Pabbly Connect

Once your trigger is set, the next step involves integrating Google Sheets with Pabbly Connect. This integration allows you to automatically add subscriber information to a spreadsheet. Select Google Sheets as your action application and choose the event ‘Add New Row’.

After selecting the action event, connect your Google Sheets account by following the prompts. You will need to authorize Pabbly Connect to access your Google Sheets. Once connected, select the spreadsheet where you want to store the lead data.

Map the fields from the Elementor form to the corresponding columns in your Google Sheets. Ensure that the first name, last name, email, and phone number fields are accurately mapped. This mapping ensures that every time a new lead is captured, their details are automatically added to your spreadsheet, streamlining your lead management process.

4. Adding Contacts to HubSpot CRM via Pabbly Connect

After integrating Google Sheets, the next step is to add the captured leads to HubSpot CRM. In your workflow, click the plus icon to add another action step and select HubSpot CRM. Choose the action event ‘Create a Contact’ to add new leads to your CRM.

Connect your HubSpot account by entering your API key. This key can be found in your HubSpot account settings under the integrations section. Once connected, you will need to map the email, first name, last name, and phone number from the previous steps in Pabbly Connect to create a new contact.

After mapping the necessary fields, test the connection to ensure that the new contact is added successfully. This integration allows you to manage your leads effectively by keeping track of them in your HubSpot CRM.

5. Sending WhatsApp Messages Using Pabbly Connect

The final step in this lead nurturing process is to send a welcome message via WhatsApp. To do this, add another action step in your Pabbly Connect workflow, selecting the 360 Dialog application, which provides official access to WhatsApp’s API. using Pabbly Connect

Select the action event ‘Send Template Message’ and connect your 360 Dialog account by entering your API key and domain name. After connecting, choose the appropriate message template that you’ve created in your 360 Dialog account for sending welcome messages.

Map the recipient’s phone number and any dynamic fields from the Elementor submission to personalize the message. After setting this up, test the connection to ensure that the message is sent successfully. This integration allows you to welcome new subscribers immediately after they sign up, enhancing their experience.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead nurturing by sending Elementor leads to your CRM and welcoming them on WhatsApp and Email. By setting up these integrations, you can streamline your lead management process and enhance customer engagement.