Automate Lead Nurturing With Typeform, Gmail & Pipedrive

Learn how to automate lead nurturing using Pabbly Connect to integrate Typeform, Gmail, and Pipedrive seamlessly. Follow this step-by-step tutorial for efficient workflows. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating lead nurturing with Pabbly Connect, first, you need to access the platform. Open a new tab and navigate to Pabbly Connect by entering ‘Pabbly.com/connect’. This will direct you to the Pabbly Connect landing page.

On this page, you will see options to either sign in or sign up for a free account. If you’re new to Pabbly Connect, click the ‘Sign Up Free’ button. After creating your account, you will receive 100 free tasks every month, allowing you to explore the platform’s capabilities.

2. Creating Your Lead Nurturing Workflow in Pabbly Connect

Now that you have access to Pabbly Connect, it’s time to create your workflow. Click on the ‘Create Workflow’ button on the dashboard. You will have the option to create a workflow from scratch or use AI. Choose ‘Create from Scratch’ to begin.

Next, select the new beta version of the workflow builder, which is faster and more flexible. Provide a name for your workflow, such as ‘Automate Lead Nurturing with Typeform, Gmail & Pipedrive’, and choose a folder to save it in. After naming your workflow, click the ‘Create’ button to proceed.

• Click on the ‘Create Workflow’ button on the dashboard.
• Select ‘Create from Scratch’ and choose the new beta version.
• Name your workflow and select a folder to save it in.

With your workflow created, you can now set up the trigger application for your automation.

3. Setting Up Typeform as the Trigger Application

In this step, you will set Typeform as the trigger application within your Pabbly Connect workflow. Click the plus button to add a new application and search for Typeform. Select it as your trigger application and choose the event ‘New Entry’ to trigger the workflow when a new form submission occurs.

After selecting the event, click the ‘Connect’ button. If this is your first time connecting Typeform, choose ‘Add New Connection’ and follow the prompts to authorize the connection. Once connected, select the specific form you want to track for new entries, and click ‘Save and Send Test Request’ to ensure the connection works correctly.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the event to trigger the workflow.
• Authorize the connection to Typeform.

After testing the connection, you can move on to setting up the action application.

4. Adding Gmail and Pipedrive as Action Applications

To automate lead nurturing, you will need to add both Gmail and Pipedrive as action applications in your Pabbly Connect workflow. First, click the plus button to add a new action application and search for Pipedrive. Select ‘Create Person’ as the event to create a new contact in Pipedrive.

After selecting Pipedrive, connect it by entering your API token, which you can retrieve from your Pipedrive account settings. Once the connection is established, map the necessary fields such as the first name, last name, email, and phone number of the lead. Then, click ‘Save and Send Test Request’ to create the new contact successfully.

Select Pipedrive and choose ‘Create Person’ as the action event. Enter your Pipedrive API token to connect. Map the required fields for the new contact.

After successfully creating the contact, add Gmail as another action application to send a personalized product recommendation email to the lead.

5. Sending Personalized Emails via Gmail

Now, it’s time to set up Gmail to send personalized emails to your leads using Pabbly Connect. Click the plus button to add Gmail as the next action application and select the event ‘Send Email’. Connect your Gmail account by clicking ‘Add New Connection’ and authorizing access.

Once connected, fill in the email fields such as sender name, recipient address, and email subject. You can personalize the email body by mapping the customer’s first name and any other relevant details. After entering all the necessary information, click ‘Save and Send Test Request’ to send the email. Check your Gmail to verify that the email has been sent successfully.

With this step, your lead nurturing automation is complete. You can now modify the email content or add more conditions as needed to tailor the automation further.

Conclusion

This tutorial demonstrated how to automate lead nurturing using Pabbly Connect to integrate Typeform, Gmail, and Pipedrive. By following these steps, you can streamline your lead management process and enhance customer engagement through personalized communications.