Game-Changing Automations You Can Build in Minutes

Learn how to automate tasks efficiently using Pabbly Connect with Google, Slack, Gmail, and more in this detailed tutorial. 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 tasks, access Pabbly Connect by visiting the Pabbly Connect website. Once there, you can create an account or log in if you are an existing user. This platform allows you to connect multiple applications seamlessly.

After signing in, you will be directed to the dashboard where you can manage your automation workflows. Click on the ‘Create Workflow’ button to initiate your first automation setup. This is where the real magic of Pabbly Connect begins, enabling you to automate tasks without any coding.

2. Setting Up the Trigger Using Instagram

In this step, we will set up a trigger in Pabbly Connect using Instagram. Start by selecting Instagram as your app and choose the event ‘New Lead Instant’. This event will activate whenever a new lead is generated from your Instagram lead ads.

• Select your Instagram account and connect it to Pabbly Connect.
• Authorize Pabbly Connect to access your Instagram account.
• Test the connection to ensure it works properly.

Once the trigger is set, you can proceed to create a test lead on Instagram to verify that the trigger captures the lead information correctly. This integration showcases how Pabbly Connect makes it easy to automate lead capturing from social media.

3. Creating a Contact in HubSpot

Next, we will set up an action step to create a contact in HubSpot using Pabbly Connect. After the trigger captures a new lead, you need to select HubSpot as your action app and choose the event ‘Create a Contact’.

To connect HubSpot, you will need to provide your HubSpot account details. Once connected, map the fields from the Instagram lead form to the corresponding fields in HubSpot. This includes:

• First Name
• Last Name
• Email Address
• Phone Number
• Company Name

After mapping the fields, save and test the action step to ensure that a new contact is created in HubSpot whenever a lead is captured via Instagram. This step demonstrates how Pabbly Connect simplifies the process of managing leads across different platforms.

4. Sending an Email via Gmail

The next action is to send a personalized email to the new lead using Gmail through Pabbly Connect. Select Gmail as your action app and choose the event ‘Send Email’. Connect your Gmail account to Pabbly Connect to enable this functionality.

When setting up the email, you will need to fill in several fields, including:

Sender Name Sender Email Address Recipient Email Address (mapped from the trigger) Email Subject Email Content

Be sure to personalize the email content by mapping the lead’s name and other details. After completing the setup, save and send a test request to confirm that the email is sent successfully. This step illustrates how Pabbly Connect streamlines communication with leads.

5. Notifying the Team on Slack

Finally, we will set up a notification to alert your team via Slack using Pabbly Connect. Select Slack as your action app and choose the event ‘Send Channel Message’. You will need to connect your Slack account to Pabbly Connect.

In this step, enter the channel ID where you want to send the notification and compose the message. Include details such as:

Lead Name Company Name Lead Capture Time

After finalizing the message, save and send a test request to ensure that your team receives the notification in Slack. This final step highlights how Pabbly Connect enhances team collaboration by providing real-time updates on leads.

Conclusion

In this tutorial, we explored how to automate lead management using Pabbly Connect with applications like Instagram, HubSpot, Gmail, and Slack. By following these steps, you can save time and streamline your workflow, allowing you to focus on more important tasks. Start using Pabbly Connect today to enhance your productivity and efficiency in managing leads.