Learn how to automate product emails from Facebook Lead Ads using Pabbly Connect and Pabbly Connect with this detailed step-by-step tutorial. 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 Automation
To automate product emails from Facebook Lead Ads, start by accessing Pabbly Connect. Open a new tab and navigate to Pabbly.com/connect. This is the central platform that will facilitate the integration and automation process.
On the top right corner, you will find options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up Free’ button to create your account. This step allows you to access 100 free tasks each month, enabling you to explore Pabbly Connect and create workflows.
2. Creating Your Workflow in Pabbly Connect
Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. This action will allow you to start building your automation workflow. Choose the option to create from scratch, and select the new beta version of the workflow builder.
- Name your workflow as ‘Auto Send Product Emails from Facebook Lead Ads’.
- Select the appropriate folder to save your workflow.
- Click on the ‘Create’ button to finalize the setup.
After successfully creating the workflow, you will be directed to a new page where you can integrate various applications using Pabbly Connect.
3. Setting Up the Trigger with Facebook Lead Ads
In this step, you will set up the trigger application that initiates your workflow. Click on the trigger button and search for ‘Facebook Lead Ads’ to select it as your trigger application. For the event, choose ‘New Lead Instant’ to ensure that your workflow activates whenever a new lead is generated.
To establish a connection between Facebook Lead Ads and Pabbly Connect, click on the ‘Connect’ button. Choose ‘Add New Connection’ and then click on ‘Connect with Facebook Ads’. After logging into your Facebook account, select the page associated with your lead ads.
4. Configuring the Email Action with Gmail
Next, you will configure the action for sending emails to leads. Click on the plus button to select Gmail as your action application. Choose the event ‘Send Email’ and create a new connection by signing in with your Google account.
- Fill in the sender name and email address automatically populated by Pabbly Connect.
- Map the recipient’s email address from the lead data.
- Enter the subject and body of the email, including personalized details.
Once you’ve filled in all the necessary fields, press the ‘Save and Send Test Request’ button to send a test email. Check your Gmail account to confirm that the email was sent successfully, demonstrating that Pabbly Connect is working correctly.
5. Logging Leads in Your CRM with Pabbly Connect
Finally, you will log the lead details into your CRM for better management. Again, click on the plus button and search for your CRM application, such as PipeDrive. Select the event ‘Create Person’ and add a new connection using your API token from your Pabbly Connect account settings.
Fill in the required fields by mapping the lead’s details such as first name, last name, email, and phone number. This ensures that all new leads are logged automatically into your CRM system. After filling in the details, click on ‘Save and Send Test Request’ to create a test contact in your CRM.
Conclusion
In this tutorial, you learned how to automate product emails from Facebook Lead Ads using Pabbly Connect. By following the steps outlined, you can ensure that every lead is followed up promptly and efficiently, enhancing your business workflow.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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