Send Automated Welcome Emails to New Leads

Learn how to send automated welcome emails to new leads using Pabbly Connect. Follow this step-by-step guide to integrate LinkedIn and Gmail effortlessly. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin sending automated welcome emails to new leads, first, access Pabbly Connect. Simply open your browser and navigate to Pabbly.com/connect. This platform serves as the backbone for our email automation process.

Once on the Pabbly Connect homepage, you will see options to either sign in or sign up for free. New users can select the ‘Sign Up Free’ option to receive 100 free tasks each month. Existing users should click on ‘Sign In’ to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, click on the ‘Create Workflow’ button to start setting up your automation. This is where you will define the workflow that connects your LinkedIn ads to Gmail for sending welcome emails. using Pabbly Connect

• Select the ‘New Beta’ version for a modern workflow experience.
• Name your workflow ‘Send Automated Welcome Emails to New Leads’.
• Choose a folder for the workflow, such as ‘Automations’.

Once you’ve named and organized your workflow, click the ‘Create’ button. You will now see a new workflow window, ready for configuration.

3. Setting Up the Trigger in Pabbly Connect

With your workflow created, the next step is to set up a trigger. Since we are using LinkedIn ads to generate new leads, select LinkedIn as your trigger application. This will allow Pabbly Connect to listen for new leads coming from your LinkedIn ads. using Pabbly Connect

• Choose ‘Lead Notifications’ as the app event.
• Click on ‘Connect’ to build a new connection with LinkedIn.
• Select ‘Add a New Connection’ and sign in to your LinkedIn account.

After successfully connecting your LinkedIn account, you will need to select the sponsored account name from your LinkedIn Ads campaign manager. Click ‘Save and Send Test Request’ to ensure Pabbly Connect is receiving lead data correctly.

4. Setting Up the Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action that will send the welcome email via Gmail. In the action step, select Gmail as the application. This allows Pabbly Connect to automate email sending based on the trigger. using Pabbly Connect

Choose ‘Send Email’ as the app event. Click on ‘Connect’ to establish a connection with your Gmail account. Sign in with Google and grant access to Pabbly Connect.

Once connected, you will need to enter the sender name and email address. For the recipient email, map the lead’s email from the trigger step, ensuring each email is personalized. Fill in the email subject and content, using HTML for formatting, to create an attractive welcome message.

5. Testing and Activating Your Pabbly Connect Workflow

After configuring your action step, it’s crucial to test the workflow to ensure everything functions as expected. Click on ‘Save and Send Test Request’ to send a test email to confirm that the integration works. You should see a successful response indicating that the email was sent. using Pabbly Connect

Check your Gmail inbox for the test email. If it arrives with the correct subject and personalized content, your automation is set up correctly. Once verified, you can activate your workflow in Pabbly Connect.

With your automation live, every new lead generated through LinkedIn ads will automatically receive a personalized welcome email via Gmail, enhancing your engagement and trust with potential customers.

Conclusion

Using Pabbly Connect, you can effortlessly send automated welcome emails to new leads generated through LinkedIn ads. This integration not only saves time but also helps in establishing a strong connection with your leads right from the start.