How to Use Pabbly Connect with AI Agent to Rate Leads and Update Google Sheets

Learn how to automate lead rating and updates in Google Sheets using Pabbly Connect and AI Agent. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Rating

To begin using Pabbly Connect for lead rating, first access the platform by visiting the Pabbly Connect website. Sign in or create a new account if you are a first-time user. The dashboard will display various options for workflow creation.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘AI Agent for Lead Rating,’ and select the appropriate folder for your automation. This is where you will set up the integration process to connect Google Forms and Google Sheets through the AI agent.

2. Setting Up Google Forms with Pabbly Connect

In this step, you will connect Google Forms to Pabbly Connect. Start by selecting Google Forms as your trigger app within the workflow. Choose the trigger event as ‘New Response Received’ to capture submissions directly from your form.

• Select Google Forms as the app.
• Choose ‘New Response Received’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, integrate this webhook URL into your Google Sheets by using the Pabbly Connect Webhooks add-on. Go to Extensions > Add-ons > Get Add-ons, search for Pabbly Connect Webhooks, and install it. After installation, refresh your Google Sheets, and set up the add-on using the copied webhook URL to ensure that every new submission triggers the workflow.

3. Sending Data to AI Agent for Lead Analysis

After setting up Google Forms, the next step is to send the captured data to the AI agent. In the action step of your workflow, select OpenAI from the app options and choose the action event as ‘Chat GPT Structured AI Output.’ This will allow you to analyze the lead’s information effectively. using Pabbly Connect

To connect your OpenAI account, enter your API key, which can be obtained from your OpenAI dashboard. After making the connection, select the AI model you wish to use for lead analysis—GPT-4 is recommended for better results. You will also need to set up your prompts for analyzing lead details.

• Enter your OpenAI API key to connect.
• Choose the AI model (e.g., GPT-4).
• Set up structured prompts for lead analysis.

Once the prompts are configured, map the responses from Google Forms to the action step, ensuring that the AI agent receives all necessary lead information for accurate rating and analysis.

4. Updating Google Sheets with AI Responses

After the AI agent processes the lead data, you will want to update the Google Sheets with the analysis results. In the next action step of your workflow, select Google Sheets again and choose the action event as ‘Update Row.’ This will allow you to add the AI-generated rating, summary, and remarks back into the Google Sheets.

To configure this step, connect your Google Sheets account to Pabbly Connect and select the correct spreadsheet and sheet where the form responses are stored. Use the row index from the trigger step to specify which row to update with the AI’s feedback.

Connect your Google Sheets account. Select the spreadsheet and sheet for updates. Map the row index and AI response fields appropriately.

After mapping the necessary fields, click ‘Save and Send Test Request’ to ensure that the updates are applied correctly. Check your Google Sheets to verify that the AI-generated data has been accurately recorded.

5. Conclusion: Automating Lead Rating with Pabbly Connect

In this tutorial, we explored how to automate the process of lead rating and updating Google Sheets using Pabbly Connect and an AI agent. By integrating Google Forms, OpenAI, and Google Sheets through Pabbly Connect, users can streamline their lead management effectively.

This integration not only saves time but also enhances the accuracy of lead analysis, making it easier for businesses to prioritize their leads based on AI-driven insights. Start using Pabbly Connect today to automate your workflows and improve your lead management process.