How to Send Follow-up SMS to Your Leads Using Pabbly Connect

Learn how to automate follow-up SMS for your insurance leads using Pabbly Connect with this step-by-step tutorial. Integrate Facebook Lead Ads and Twilio seamlessly. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To begin sending follow-up SMS to your leads, first access Pabbly Connect by visiting the official website. Once there, you will see options to either sign in or sign up for a new account. If you are a new user, click on the ‘Sign Up for Free’ button, which allows you to create an account in just a few minutes and receive 100 free tasks.

After signing up or logging in, navigate to the dashboard of Pabbly Connect. From there, you can start creating your workflow by clicking on the ‘Create Workflow’ button. This is where you will set up the integration process for automating SMS follow-ups based on leads generated from Facebook Lead Ads.

2. Creating the Workflow in Pabbly Connect

In this step, you will create a workflow in Pabbly Connect that connects Facebook Lead Ads to Twilio for sending SMS. Name your workflow appropriately, for example, ‘Facebook Lead Ads to Twilio’ to reflect its purpose. This naming helps in identifying workflows easily in the future.

• Click on ‘Create’ to confirm the workflow name.
• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead’ as the trigger event.

Once you select the trigger, Pabbly Connect will check for new leads every 10 minutes. This polling time ensures that your workflow is always up-to-date with the latest leads from your Facebook page.

3. Connecting Facebook Lead Ads to Pabbly Connect

Now, it’s time to connect your Facebook Lead Ads account to Pabbly Connect. Click on ‘Connect’ and then select ‘Add New Connection’. You will need to log into your Facebook account if you haven’t already. Once logged in, authorize Pabbly Connect to access your Facebook Lead Ads account.

After the connection is established, select the Facebook page and lead generation form you want to use. Click on ‘Save and Send Test Request’ to ensure that Pabbly Connect can retrieve the lead data correctly. You can use the Facebook Lead Ads Testing Tool to create a test lead to verify the integration.

4. Integrating Twilio for Sending SMS

With the lead data successfully fetched, the next step is to set up Twilio as your action application in Pabbly Connect. Click on ‘Add Action’ and select Twilio as the application. Choose ‘Send SMS’ as the action event and click on ‘Connect’ to link your Twilio account.

• Input your Twilio Account SID and Auth Token to establish the connection.
• Map the recipient’s phone number from the lead data you received earlier.
• Compose the SMS body with personalized messages.

After setting up the SMS content, click on ‘Save and Send Test Request’. This will send a test SMS to confirm that everything is working correctly. You should receive a confirmation that the SMS was sent successfully, indicating that your integration is complete.

5. Testing the SMS Follow-up Integration

Finally, to ensure the entire process works seamlessly, conduct a test by submitting another lead using the Facebook Lead Ads Testing Tool. Make sure to refresh the page to clear previous test submissions before you proceed.

Fill out the form with new lead details and submit it. Once the form is submitted, Pabbly Connect will trigger the workflow, and the SMS should be sent to the recipient’s phone in real-time. You can check for the SMS on the recipient’s device to confirm the success of the integration.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate sending follow-up SMS to your leads generated from Facebook Lead Ads. By integrating Twilio, you can easily send personalized SMS messages to your clients, enhancing your insurance marketing strategy.

Utilizing Pabbly Connect not only streamlines your communication process but also ensures that you never miss an opportunity to engage with your leads effectively. Start automating your SMS follow-ups today!