How to Generate Dynamic Sales Questions Using Pabbly Connect

Learn how to use Pabbly Connect to generate dynamic sales questions using AI agents integrated with Google Sheets and other applications. Follow our step-by-step guide!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Dynamic Sales Questions

To generate dynamic sales questions, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are new, you can sign up for free and get started with 100 free tasks every month.

Once logged in, locate the Pabbly Connect application from the dashboard. Click on the ‘Access Now’ button to proceed to the Pabbly Connect dashboard. Here, you will create a new workflow to automate the process of generating sales questions based on customer scenarios.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for integrating applications with Pabbly Connect. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will prompt you to name your workflow and select a folder for organization.

• Name your workflow: ‘AI Agent to Generate Dynamic Sales Questions’.
• Select an appropriate folder for your workflow.

After naming and selecting a folder, click the ‘Create’ button. This will set up the workflow where you can define triggers and actions necessary for generating questions based on customer activities.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. For this integration, select Google Sheets as your trigger application. Choose the trigger event as ‘New or Updated Spreadsheet Row’ to capture any new entries in your sheet.

Upon selecting the trigger, Pabbly Connect will provide you with a webhook URL. Copy this URL to integrate it with your Google Sheets. In your Google Sheets, navigate to Extensions > Add-ons > Get Add-ons, then search for and install the Pabbly Connect Webhooks add-on.

4. Setting Up the Action Step in Pabbly Connect

After the trigger setup, it’s time to configure the action step in Pabbly Connect. For generating questions, select OpenAI as your action application and choose the action event as ‘ChatGPT’. You will need to connect your OpenAI account by providing an API token.

To generate the API token, visit the OpenAI API keys page and create a new key. Name it appropriately, and ensure it has all default permissions. Once you have the token, return to Pabbly Connect, paste the token, and click ‘Save’. This will connect OpenAI to your workflow, enabling it to generate questions based on the provided customer data.

• Select the AI model (e.g., GPT-4 mini).
• Set up the prompt to guide the AI in generating relevant questions.

Finally, click on the ‘Save and Send Test Request’ button to test the integration. If successful, the AI will generate five unique questions based on the customer scenario provided in your Google Sheets.

5. Updating Google Sheets with Generated Questions

The last step is to update your Google Sheets with the questions generated by your AI agent using Pabbly Connect. For this action, select Google Sheets again and choose the action event as ‘Update Row’. You will need to connect your Google Sheets account if you haven’t done so already.

After connecting, select the spreadsheet where you want to update the data. Map the generated questions to the appropriate fields in your Google Sheets. Click on the ‘Save and Send Test Request’ button to finalize the process. Once completed, the generated questions will appear in your spreadsheet, allowing your sales team to engage effectively with customers.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to generate dynamic sales questions using an AI agent integrated with Google Sheets. Following these steps will enable your sales team to efficiently create tailored questions for various customer scenarios, enhancing engagement and conversion rates.