Automatically Send Emails to New Leads Using Pabbly Connect and Gmail

Learn how to automatically send personalized emails to new leads using Pabbly Connect to integrate Gmail with your lead generation tools. 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 Email Automation

To send emails to new leads automatically using Gmail, you first need to access Pabbly Connect. Simply visit Pabbly.com/connect in your browser. This will take you to the Pabbly Connect homepage where you can either sign in or sign up for a free account.

If you’re a new user, click on the ‘Sign up free’ option to get 100 free tasks every month. Existing users can sign in directly. After signing in, you will be directed to the Pabbly apps window where you can access Pabbly Connect by clicking on ‘Access Now’.

2. Creating a Workflow in Pabbly Connect

To begin the automation process in Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will see two options: New Beta and Classic. For this tutorial, select the New Beta version for its modern interface.

• Select the New Beta version for a faster experience.
• Name your workflow, for example, ‘Send Emails to New Leads Automatically Using Gmail’.
• Choose a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This sets up the foundation for your automation where you will define triggers and actions.

3. Setting Up the Trigger in Pabbly Connect

In this step, you will establish the trigger for your workflow. Since we are using Instagram lead ads to gather new leads, select ‘Instagram Lead Ads’ as the trigger application and ‘New Lead Instant’ as the event.

To connect your Instagram account, click on ‘Connect’ and choose ‘Add a New Connection’. Ensure that you are logged into your Instagram account in the same browser. Once connected, select your Facebook page and the specific lead form you want to use. This will allow Pabbly Connect to capture leads effectively.

• Connect your Instagram account with Pabbly Connect.
• Select the appropriate Facebook page and lead form.
• Turn on the simple response option for organized responses.

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is receiving the leads correctly.

4. Adding the Action Step to Send Emails via Gmail

Now that your trigger is set, it’s time to add the action step. Select ‘Gmail’ as the action application and ‘Send Email’ as the action event. Click on ‘Connect’ and choose ‘Add a New Connection’. You will need to sign in with your Google account to allow Pabbly Connect to send emails on your behalf.

Once connected, fill out the required fields: enter your brand name as the sender name, and for the recipient email address, map the email from the lead data captured in the previous step. This allows for personalized emails to be sent automatically.

Use your brand name as the sender. Map the recipient email to personalize emails. Set a fixed subject line for the emails.

Once all fields are filled, click on ‘Save and Send Request’. This will send a personalized email to the new lead, confirming that your automation is working effectively through Pabbly Connect.

5. Conclusion: Streamlining Your Lead Communication with Pabbly Connect

In this tutorial, we have successfully set up an automation to send personalized emails to new leads using Pabbly Connect and Gmail. By following the steps outlined, you can ensure that every new lead receives timely and personalized communication.

This process not only saves time but also enhances your engagement with potential customers. Using Pabbly Connect, you can easily integrate various applications to automate your workflows efficiently.

For further assistance or to explore more automation possibilities, consider joining the Pabbly Community where you can connect with other users and share your experiences.