How to Auto-Send Emails for New Facebook Leads

Learn how to automate email sending for new Facebook leads using Pabbly Connect. Step-by-step tutorial with detailed instructions and examples. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating email sending for new Facebook leads, you need to access Pabbly Connect. If you are a new user, open a new tab and search for pabbl.com/connect. Once on the landing page, click on the ‘Sign up for free’ option in the top right corner. This will give you hundreds of tasks free every month to explore Pabbly Connect.

After signing up, log in to your Pabbly Connect account and open the workflow builder. This interface is crucial because it contains the trigger and action mechanisms that will drive your automation. The trigger indicates when an action should start, while the action specifies what should happen as a result.

2. Setting Up Facebook Lead Ads as Trigger

To set up Facebook Lead Ads as your trigger in Pabbly Connect, click on the ‘Add Trigger’ button. Search for ‘Facebook Lead Ads’ and select it. For the event, choose ‘New Lead Instant’ and click on ‘Connect’. If you have previously created a connection, select it; otherwise, click on ‘Add a new connection’.

• Log into your Facebook account when prompted.
• Select the Facebook page associated with your leads.
• Choose the lead form you want to use for automation.

After setting up these options, enable the simple response button to capture responses more easily. Click on ‘Save and Send Test Request’ to initiate the connection. Pabbly Connect will wait for a webhook response, which you will capture in the next steps.

3. Capturing Webhook Response from Facebook

To capture the webhook response, open a new tab and search for the Meta for Developers page. Navigate to ‘Resources’ and then select ‘Developer Tools’. Here, find the ‘Lead Ads Rule Debug Tool’ to test your lead ads.

Make sure to select the same page and form you specified in Pabbly Connect. Fill in the test lead details in the form, such as:

• First Name: Smart
• Last Name: User
• Email: [email protected]

After submitting the form, return to Pabbly Connect and check if the webhook response has been captured. You should see all the details you entered, confirming that Pabbly Connect has successfully received the lead information.

4. Sending Email via Gmail Action Step

Now that you have captured the lead details, it’s time to send an email using Gmail through Pabbly Connect. Click on ‘Add New Action Step’, search for Gmail, and select it. Choose ‘Send Email’ as the event and click on ‘Connect’.

If you have an existing connection, select it; otherwise, create a new one by signing into your Google account. After connecting, enter the sender’s name and email address. For the recipient’s email, map the email from the previous step to ensure personalized email delivery.

Subject: Welcome to Digital Dynamics Email Content: Personalize the message using the lead’s name.

Once all details are filled in, click on ‘Save and Send Test Request’. You will receive a confirmation that the email has been sent successfully. Check your Gmail to see the email received by the lead, confirming that Pabbly Connect has completed the automation workflow.

5. Testing the Automation with New Leads

To test the automation, delete the previous test lead and refresh the page. This step is crucial to ensure you can create a new lead. Fill in the form again with new details, such as:

First Name: Testing Last Name: User Email: [email protected]

Submit the lead form and check your Gmail inbox. Refresh the inbox to confirm that a new email has been sent to the lead with the personalized message. This demonstrates that Pabbly Connect is successfully automating the email sending process for new Facebook leads.

Conclusion

In this tutorial, we explored how to automate email sending for new Facebook leads using Pabbly Connect. By following the steps outlined, you can ensure timely communication with your leads, enhancing your business’s efficiency and responsiveness.