Automate Lead Qualification and Assignment with Pabbly Connect

Learn how to use Pabbly Connect for automated lead qualification and assignment with Google Forms, Slack, and OpenAI. 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 Automation

To start automating lead qualification and assignment, access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for a free account to get started with 100 free tasks every month.

Once you have signed up or logged in, navigate to the dashboard. From there, you will see various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear for you to name your workflow.

For naming, enter ‘AI Agent for Automated Lead Qualification and Assignment’ and select a folder to save it in. After that, click the ‘Create’ button to finalize your workflow. This sets up the framework for your lead qualification process.

• Click ‘Create Workflow’ in the dashboard.
• Enter a name for your workflow.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens in response to that trigger.

3. Setting Up Google Forms as the Trigger

For the trigger application, select Google Forms since this is where your leads will be collected. Choose the trigger event as ‘New Response Received’. This will allow Pabbly Connect to capture new form submissions automatically.

After setting the trigger, you will receive a webhook URL from Pabbly Connect. This URL needs to be copied and used in your Google Form to establish a connection. Open your Google Form, go to the ‘Responses’ tab, and link it to Google Sheets for storing the responses.

• Select Google Forms as the trigger application.
• Choose ‘New Response Received’ as the trigger event.
• Copy the provided webhook URL.
• Link Google Sheets to your Google Form.

Once the form is linked, every new submission will automatically trigger the workflow in Pabbly Connect, allowing for seamless data processing.

4. Using OpenAI for Lead Qualification

Next, add an action step in Pabbly Connect by selecting OpenAI as the application. Choose the action event as ‘Chat GPT’ to utilize AI for analyzing lead data. This is where the AI agent will evaluate the lead’s details.

To connect OpenAI, you need to generate an API key. Click on the link provided in the Pabbly Connect setup to access your OpenAI account and create a new secret key. Once you have the key, paste it into the Pabbly Connection setup to establish the link.

Select OpenAI as the action application. Choose ‘Chat GPT’ as the action event. Generate a new API key in OpenAI. Paste the API key in Pabbly Connect to connect.

After connecting, you will need to set up the prompt for the AI to analyze the lead data. This prompt should specify how the AI should categorize and score the leads based on their details.

5. Assigning Leads to Team Members via Slack

Finally, to assign leads to your team members, add another action step in Pabbly Connect and select Slack as the application. Choose the action event as ‘Send Direct Message’ to notify team members of their new leads.

In this step, you will need to connect your Slack account to Pabbly Connect and specify the user to whom the message should be sent. Use the data from the previous steps to personalize the message with lead details, including the lead score and category.

Select Slack as the action application. Choose ‘Send Direct Message’ as the action event. Connect your Slack account to Pabbly Connect. Map the lead details into the message.

This setup ensures that leads are assigned efficiently to your team members, allowing for prompt follow-ups and improved conversion rates.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead qualification and assignment using Google Forms, OpenAI, and Slack. This integration streamlines the process, ensuring that leads are handled promptly and efficiently, ultimately boosting your business’s productivity.