Automate Lead Scoring with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead scoring using Pabbly Connect, integrating Typeform, OpenAI, and Google Sheets for efficient lead management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Scoring

To automate lead scoring using Pabbly Connect, first, access the platform by visiting Pabbly Connect at pabby.com/connect. This powerful automation tool allows you to integrate various applications seamlessly.

Once on the homepage, you will see options for signing in or signing up. New users can click on ‘Sign Up Free’ to get started with 100 free tasks monthly. Existing users should click ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to your dashboard and click on the ‘Create Workflow’ button located at the top right corner. This initiates the process of setting up your automation. using Pabbly Connect

In the dialog box that appears, name your workflow as ‘Analyze Form Responses and Score Leads Using AI Agent’ and select a folder for organization. Here’s how to proceed:

• Click on ‘Create’ to establish your workflow.
• Understand that your workflow consists of triggers and actions.

With your workflow created, you are ready to set up the trigger for when new form submissions are received.

3. Setting Up the Trigger with Typeform

Select Typeform as your trigger application to capture new form submissions. Choose the trigger event as ‘New Entry’ to initiate the workflow whenever a new response is received.

Connect your Typeform account to Pabbly Connect by clicking on ‘Connect’, then authorize access. After successful connection, select the specific form you want to monitor for responses. This is how to do it:

• Click ‘Save and Send Test Request’ to ensure the connection works.
• Make a test submission in Typeform to generate a response.

Once the test submission is successful, Pabbly Connect will capture the response details, allowing you to proceed to the next step of integrating with OpenAI for lead scoring.

4. Integrating OpenAI for Lead Analysis

In this step, select OpenAI as your action application to analyze the captured form responses. Choose the action event ‘Task: Chat GPT’ to generate a scoring for your leads based on the information provided.

Connect your OpenAI account to Pabbly Connect by clicking on ‘Connect’ again. You will need to enter your OpenAI API key, which you can generate in your OpenAI account settings. Follow these steps:

Click ‘Add New Connection’ and enter the API token. Select the AI model, such as GPT-4, to process the data.

Map the data from the Typeform response to the prompt for OpenAI to ensure accurate scoring. Once completed, click ‘Save and Send Request’ to generate the lead scoring based on the analysis.

5. Adding Scoring Data to Google Sheets

After generating the lead score, the next step is to add this information to Google Sheets. Select Google Sheets as your action application and choose the action event ‘Add a New Row’ to log the scoring details.

Connect your Google Sheets account to Pabbly Connect by clicking ‘Connect’ and signing in with your desired Google account. Make sure to allow access for the integration to work smoothly. Then follow these steps:

Select the spreadsheet where you want to store the lead data. Map the fields such as lead name, email, and score from the OpenAI response.

Finally, click ‘Save and Send Request’. Your new lead scoring data will now appear as a new row in your Google Sheets, completing the automation process.

Conclusion

In summary, using Pabbly Connect allows you to automate the analysis of form responses and score leads efficiently. By integrating Typeform, OpenAI, and Google Sheets, you can streamline your lead management process and focus on high-quality prospects. This setup not only saves time but also enhances your ability to convert leads into customers effectively.