This Automation Sends Your Brochure to Every New Lead

Learn how to automate sending brochures to every new lead using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating your brochure distribution, first access Pabbly Connect. Open a new tab and navigate to pabby.com/connect. This will direct you to the Pabbly Connect landing page where you can either sign in or sign up for a new account.

If you are a new user, click on the ‘Sign Up Free’ button to create your account. Pabbly Connect offers 100 free tasks every month, allowing you to explore its features without any cost. If you already have an account, simply click ‘Sign In’ to access your dashboard.

2. Creating Your Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will see the dashboard. Click on the ‘Create Workflow’ button to start. Choose the ‘Create from Scratch’ option to build your automation workflow.

• Select the new beta version of the workflow builder.
• Name your workflow, for instance, ‘Landing Page to WhatsApp Brochure Automation’.
• Choose a folder to store your workflow for better organization.

After naming and selecting your folder, click the ‘Create’ button to finalize your new workflow. You will now see a plus button to add your trigger application.

3. Setting Up the Trigger Application

In this step, you will set up the trigger application in Pabbly Connect. Click the plus button and search for the ‘Landing Page’ application. This will be the source of your leads.

• Select the event that triggers the workflow, which is when a new lead is received.
• Click the ‘Connect’ button to create a connection.
• Copy the webhook URL provided for integration.

Now, you will need to integrate this webhook URL into your landing page form settings to ensure that every submission triggers the workflow in Pabbly Connect.

4. Integrating Your Landing Page with Pabbly Connect

To link your landing page to Pabbly Connect, access your landing page settings. Locate the form you created and right-click to select ‘Settings’. Under the integration section, search for ‘Webhook’ and paste the URL you copied earlier.

Set the request method to ‘POST’ and save the settings. After saving, publish your landing page. This will ensure that every time a form is submitted, the information is sent to Pabbly Connect and processed accordingly.

5. Sending WhatsApp Messages via Pabbly Connect

Now that your trigger is set up, it’s time to send a WhatsApp message to new leads using Pabbly Connect. Click the plus button again to add an action application. Search for ‘Pabbly Chatflow’ and select ‘Send Text Message’ as the event.

Connect to Pabbly Chatflow by adding a new connection and entering your API token. Map the recipient’s WhatsApp number and message content using the data captured from the form. Test the connection by sending a test message to ensure everything is working correctly.

If successful, your workflow is now complete! Every new lead that fills out your form will receive an instant WhatsApp message with your brochure.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending brochures to every new lead through WhatsApp. By following these steps, you can streamline your sales process and ensure timely communication with potential customers.