Auto-Generate AI-Powered Sales Follow-Up Emails with Pabbly Connect and Salesforce

Learn how to automate AI-powered sales follow-up emails from Salesforce lead updates using Pabbly Connect. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating AI-powered sales follow-up emails, first access Pabbly Connect. Open your browser and navigate to Pabbly’s website, specifically to Pabbly Connect. Here, you will find options to either sign in or sign up.

If you are new, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in. Once logged in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

After accessing the dashboard of Pabbly Connect, click on the ‘Create Workflow’ button. Name your workflow, such as ‘AI Agent for Sales Follow-Up Email,’ and select the appropriate folder for organization. Then click on the ‘Create’ button to proceed.

The workflow interface consists of a trigger window and an action window. The trigger window is where you will set up your Salesforce connection to detect lead updates. The action window will handle the email generation through OpenAI and Gmail.

• Click on ‘Create Workflow’ in the dashboard.
• Name your workflow appropriately.
• Select the folder for your workflow.
• Click ‘Create’ to open the workflow interface.

With the workflow created, you are ready to set up the trigger for Salesforce updates.

3. Setting Up Salesforce Trigger in Pabbly Connect

In the trigger step, select Salesforce as your app from the dropdown menu in Pabbly Connect. Choose the trigger event labeled ‘Lead Updated’ to initiate the workflow whenever a lead’s status changes in Salesforce CRM.

Next, connect your Salesforce account by clicking ‘Connect’ and then ‘Add New Connection.’ A pop-up will appear; allow access to your Salesforce account. Once connected, use the ‘Save and Send Test Request’ button to pull the most recent lead details from Salesforce into Pabbly Connect.

• Select Salesforce from the app dropdown.
• Choose ‘Lead Updated’ as the trigger event.
• Connect your Salesforce account by allowing access.
• Click ‘Save and Send Test Request’ to retrieve lead details.

Now, Pabbly Connect has the updated lead information ready for the next step.

4. Generating Follow-Up Emails with OpenAI

Once the lead details are received, the next step in Pabbly Connect is to send this data to OpenAI for generating the follow-up email. In the action step, choose OpenAI and select the action event ‘Chat GPT Structured AI Output’.

Connect your OpenAI account by entering your API key, which you can find in your OpenAI account dashboard. After connecting, provide a system prompt to guide OpenAI in generating the email content. For instance, you can specify that it should create a professional follow-up email based on the lead details received from Salesforce.

Select OpenAI from the action app dropdown. Choose ‘Chat GPT Structured AI Output’ as the action event. Enter your OpenAI API key to connect. Set up prompts for generating the email content.

After completing these steps, test the action to ensure that OpenAI generates the email content correctly based on the lead details.

5. Creating Email Drafts in Gmail Using Pabbly Connect

The final step involves creating a draft of the generated email in your Gmail account through Pabbly Connect. Add another action step and select Gmail, then choose ‘Create Draft’ as the action event.

Connect your Gmail account and map the email subject and body generated by OpenAI into the respective fields. You can also specify the recipient’s email address, which is the lead’s email retrieved from Salesforce. After mapping the necessary fields, click on ‘Save and Send Test Request’ to create the draft email in your Gmail account.

Select Gmail from the action app dropdown. Choose ‘Create Draft’ as the action event. Map the subject and body from OpenAI responses. Click ‘Save and Send Test Request’ to create the draft.

This process allows you to automatically generate and save follow-up emails in Gmail based on Salesforce lead updates, streamlining your sales communication.

Conclusion

By utilizing Pabbly Connect, you can efficiently automate the generation of AI-powered sales follow-up emails from Salesforce lead updates. This integration not only saves time but also enhances your sales team’s productivity.