How to Use AI Agent to Auto-Generate Sales Follow-Ups with Pabbly Connect

Learn how to automate sales follow-ups using Pabbly Connect and AI agents. Follow this step-by-step guide to streamline your customer communication. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Automation

To automate sales follow-ups, first access Pabbly Connect by visiting its official website. Once there, sign in to your account. If you’re a new user, you can sign up for free and get 100 tasks every month.

After logging in, you will see the dashboard displaying various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to enter the automation dashboard. This is where you will create workflows to manage your integrations effectively.

2. Create a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear, prompting you to name your workflow.

For this tutorial, name your workflow something descriptive, such as ‘AI Agent to Auto-Generate Sales Follow-Ups with Pabbly.’ Select a folder to save this workflow. Once everything is set, click the ‘Create’ button. Your workflow will now be ready for setup.

3. Set Up Trigger Using Google Forms

The first step in your workflow is to set up a trigger. For this, choose Google Forms as the trigger application. This will capture customer feedback submissions. Select the event as ‘New Response Received’ to ensure that every new form submission triggers the workflow.

After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL. Copy this URL to connect Google Forms to Pabbly Connect. Open your Google Form, go to the Responses section, and link it to a new Google Sheets document to capture the responses.

• Navigate to the Responses tab in Google Forms.
• Click on ‘Link to Sheets’ to create a new spreadsheet.
• Copy the webhook URL from Pabbly Connect.

After setting up the Google Sheets link, make sure to configure the Google Sheets add-on for Pabbly Connect to send data to the webhook URL you copied. This setup ensures that every new response will be forwarded to Pabbly Connect.

4. Use AI Agent to Generate Follow-Up Emails

Now that the trigger is set up, the next step is to generate follow-up emails using an AI agent. For this, select OpenAI as your action application and choose the event as ‘Chat GPT’. This will allow you to create personalized emails based on customer feedback. using Pabbly Connect

When prompted, connect to OpenAI by adding a new connection. You will need an API key from OpenAI, which you can generate on their website. Once connected, specify the AI model you want to use, such as GPT-3 or GPT-4, based on your needs.

• Enter a detailed prompt for the AI to generate the email.
• Map customer details from the previous step to personalize the email.
• Test the AI response to ensure it meets your requirements.

Once the email content is generated, you can review it and ensure it aligns with your communication style before sending it out. This step is crucial for maintaining customer engagement.

5. Send the Generated Email Using Gmail

After generating the email, it’s time to send it to the customer. For this step, select Gmail as your action application and choose the event ‘Send Email V1.’ Connect your Gmail account to Pabbly Connect if you haven’t done so already.

In the email setup, map the recipient’s email address from the Google Forms submission. Fill in the sender’s name and email subject. The email content type can be set to plain text or HTML, depending on your preference. Finally, use the content generated by the AI agent as the body of the email.

After configuring all the necessary fields, click on the ‘Save and Send Test Request’ button. This action will send the email to the customer, completing the workflow. Check your Gmail to confirm that the email has been sent successfully.

Conclusion

By following these steps, you can effectively use Pabbly Connect to automate sales follow-ups through AI agents. This integration not only saves time but also enhances customer engagement by ensuring timely responses to feedback.

Utilizing Pabbly Connect with Google Forms, OpenAI, and Gmail allows for a seamless workflow that can significantly improve your sales processes. Start automating your follow-ups today!