How to Send Real-Time Emails to Leads Using AI Agents with Pabbly Connect

Learn how to send real-time emails to leads using AI agents by integrating Facebook, OpenAI, and Gmail with Pabbly Connect. Step-by-step tutorial included. 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 Email Automation

To start sending real-time emails to leads using AI agents, the first step is to access Pabbly Connect. This powerful automation tool allows you to seamlessly integrate multiple applications, including Facebook, OpenAI, and Gmail.

Visit the Pabbly Connect homepage by entering the URL in your browser. You will see options to either sign in or sign up. New users can click on ‘Sign Up Free’ to create an account and explore the features with 100 free tasks every month.

2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you will be directed to your dashboard. Here, the next step is to create a new workflow that connects your Facebook lead ads with OpenAI and Gmail.

• Click on the ‘Create Workflow’ button located at the top right corner.
• Name your workflow, for example, ‘Send Real-Time Emails to Leads Using AI Agents’.
• Choose a folder to save your workflow, such as ‘Facebook Lead Ads’.

Once the workflow is created, you will see two main components: the trigger and the action. The trigger is what starts the automation, while the action is what happens as a result. In this case, the trigger will be a new lead from Facebook.

3. Setting Up Facebook Lead Ads as Trigger

To set up your trigger in Pabbly Connect, select Facebook Lead Ads as your trigger application. This ensures that whenever a new lead is generated, it will trigger the workflow automatically.

In the trigger setup, you will need to:

• Select the trigger event as ‘New Lead’.
• Connect your Facebook account by clicking on ‘Connect’.
• Choose the specific Facebook page and lead form you want to use.

Once these details are configured, click on ‘Save and Send Test Request’ to ensure everything is set up correctly. This step is crucial as it allows Pabbly Connect to capture the new lead’s information for subsequent actions.

4. Generating Emails Using OpenAI

The next step involves using OpenAI to generate a personalized email for the new lead captured by Pabbly Connect. In this action step, select OpenAI as the action application.

For the action event, choose ‘Chat GPT’ to generate the email content. You will need to connect your OpenAI account by providing the API key, which can be generated from your OpenAI account settings.

Select the AI model, such as GPT-4. Input a prompt that includes the lead’s name and service of interest. Map the lead’s details from the previous step into the prompt for personalization.

After configuring these settings, click ‘Save and Send Request’. This will generate the email content using OpenAI, which will be sent to the lead later.

5. Sending Emails to Leads via Gmail

The final step in this automation process is to send the generated email to the lead’s Gmail account using Pabbly Connect. For this action, select Gmail as your action application.

In the Gmail action setup, choose ‘Send Email’ as the action event. You will need to connect your Gmail account to Pabbly Connect by authorizing it to send emails on your behalf.

Map the recipient’s email address from the lead details. Enter a subject line, such as ‘Thank You for Your Interest’. Map the email content generated from OpenAI into the email body.

After filling in all necessary details, click ‘Save and Send Request’. This sends the email to the lead’s Gmail account, completing the automation process.

Conclusion

In conclusion, using Pabbly Connect to send real-time emails to leads using AI agents is a straightforward process. By integrating Facebook, OpenAI, and Gmail, you can automate your email responses and improve engagement with potential clients. This tutorial detailed each step to ensure you can replicate the process effectively.