Auto-Generate & Email Proposals for Every New Landingi Lead Using Pabbly Connect

Learn how to automate proposal generation and email sending for new leads from Landingi using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Automate Proposal Generation

To automate proposal generation for every new lead from Landingi, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or creating a new account if you are a first-time user. Pabbly Connect provides 100 free credits every month for new users, allowing you to set up your automation without any cost.

Once logged in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, then choose the new beta version for a modern and faster experience. After naming your workflow, you will set up the trigger event that initiates the automation. Here, Pabbly Connect is essential as it serves as the intermediary for integrating Landingi with other applications.

2. Setting Up the Trigger with Landingi in Pabbly Connect

In this step, you will configure Landingi as the trigger application in Pabbly Connect. Search for Landingi in the trigger application section and select it. Choose the event ‘New Lead from Landing Page’ to ensure that the workflow is activated whenever a new lead is generated on your Landingi page.

• Select ‘New Lead from Landing Page’ as the trigger event.
• Click on the ‘Connect’ button to generate a webhook URL.
• Copy the webhook URL for integration with Landingi.

After copying the webhook URL, you will need to set it up in your Landingi account. This involves pasting the URL into the webhook settings of your Landingi form. By doing this, you ensure that Pabbly Connect can receive data from Landingi each time a new lead is generated, making it a vital part of your automation process.

3. Creating the Proposal Document Using Google Docs

Now that you have set up the trigger, the next step involves creating the proposal document using Google Docs through Pabbly Connect. Add an action step by selecting Google Docs as the application. You will choose the action event ‘Create Document from Template’ to utilize a pre-designed template for your proposals.

To connect Google Docs with Pabbly Connect, click on the ‘Connect’ button. If you have not connected your Google Docs account before, you will need to sign in and grant necessary permissions. Once connected, select the template you created for your branding proposals. Ensure that your template has dynamic fields for details like name, email, and phone number, which will be populated automatically.

• Select the appropriate Google Docs template.
• Map the dynamic fields from the lead data received from Landingi.
• Specify the document’s location in your Google Drive.

This step is crucial as it allows Pabbly Connect to create a personalized proposal document for each new lead based on the information they provide, showcasing the power of automation in your workflow.

4. Sending the Email via Gmail with Pabbly Connect

After creating the proposal document, the next action is to send it via email using Gmail through Pabbly Connect. Add another action step and select Gmail as the application. Choose the event ‘Send Email’ to configure the email settings for sending the proposal to the lead.

Just like with Google Docs, click on the ‘Connect’ button to link your Gmail account. After successful connection, fill in the required fields such as recipient’s email address, subject, and body of the email. You can personalize the email content by mapping the lead’s name and including the link to the proposal document as an attachment.

Map the recipient’s email from the lead data. Personalize the email subject and body with dynamic fields. Attach the proposal document link in the email.

This integration ensures that every new lead receives their personalized branding proposal promptly, enhancing your business’s responsiveness and professionalism. Pabbly Connect seamlessly facilitates this entire process.

5. Finalizing the Automation and Enabling the Workflow

Once you have set up all the necessary steps in Pabbly Connect, it’s time to finalize your automation. Review each step to ensure that all data is mapped correctly and that the workflow functions as intended. Finally, click on the ‘Save’ button to save your workflow.

After saving, enable the workflow by clicking on the ‘Enable Workflow’ button. This action activates your automation, allowing it to run each time a new lead is generated on your Landingi page. Pabbly Connect will now automatically create and send branding proposals without any manual intervention.

By setting up this automation, you not only save time but also streamline your lead management process, making it more efficient. With Pabbly Connect at the center of this integration, you can focus on growing your business while it handles repetitive tasks.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the generation and emailing of proposals for every new lead from Landingi. By integrating Google Docs and Gmail, you can streamline your workflow and enhance efficiency. This powerful automation saves time and ensures every lead receives a personalized proposal promptly.