Auto Call & Follow-Up Facebook Leads Using Bolna AI + Pabbly

Learn how to automate calling and follow-up for Facebook leads using Pabbly Connect and Bolna AI in this detailed tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Integrate Facebook Leads with Pabbly Connect

To automate the calling and follow-up process for Facebook leads, you first need to set up Pabbly Connect. This platform serves as the central hub for integrating various applications, including Facebook, Google Sheets, and Bolna AI. Start by signing up for a free account at Pabbly Connect.

Once logged in, navigate to the workflow builder within Pabbly Connect. Here, you will create a new workflow that will trigger when a new lead is generated from Facebook Lead Ads. Select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead Instant’.

2. Configure Google Sheets with Pabbly Connect

After setting up the trigger, the next step involves adding the lead details to Google Sheets using Pabbly Connect. This is crucial as it helps in maintaining a record of all leads. Choose Google Sheets as your action application and select the event ‘Add New Row’.

• Select the spreadsheet where you want to add lead details.
• Map the lead details from the Facebook form to the corresponding fields in Google Sheets.
• Click on ‘Save and Send Test Request’ to ensure the data is added correctly.

This integration allows you to keep track of leads efficiently and prepares you for the next step in the automation process using Pabbly Connect.

3. Schedule Calls with Bolna AI Using Pabbly Connect

Now that your leads are captured in Google Sheets, it’s time to schedule calls using Bolna AI through Pabbly Connect. To do this, add a new action step in your workflow and select Bolna AI as the application. Choose the event ‘Make Phone Call’.

For this step, you need to connect your Bolna AI account by entering your API key. Once connected, select the agent you created for the call. Map the recipient’s phone number and schedule the call using the modified date and time from the previous steps in Pabbly Connect.

4. Set Up Follow-Up Calls with Pabbly Connect

The final step is to set up follow-up calls for leads who did not answer the initial call. This can be done by creating another action step in Pabbly Connect and again selecting Bolna AI. Use the same process as before but modify the timing to schedule this call for 72 hours later.

• Copy the previous date-time formatter step to get the modified date for follow-up.
• Select the follow-up agent you created.
• Map the recipient’s phone number and schedule the follow-up call.

This ensures that every lead receives a second chance to engage with your business, demonstrating the efficiency of Pabbly Connect in automating your follow-up process.

5. Conclusion

In this tutorial, we explored how to automate the calling and follow-up process for Facebook leads using Pabbly Connect and Bolna AI. By integrating these applications, you can ensure timely communication with leads, enhancing your business efficiency.

Utilizing Pabbly Connect allows you to streamline your workflow, ensuring that no lead is left unattended. Implement this automation today to improve your lead management process.