Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Lead Automation

To begin your automation process, access Pabbly Connect by visiting the Pabbly website. Signing in is straightforward; existing users can click the “Sign In” button, while new users can opt for the “Sign Up for Free” option. This grants you 100 free tasks monthly to test the service.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find all your workflows. Click on “Create Workflow” to start a new automation. Name it appropriately, such as “Auto Send Product Emails from Facebook Lead Ads,” and select the relevant folder for organization. This sets the groundwork for integrating Facebook Lead Ads with Gmail and Pipedrive.

2. Setting Up Facebook Lead Ads as the Trigger

In this section, you will set up Facebook Lead Ads as your trigger application in Pabbly Connect. Triggers are events that initiate your workflow. Select “Facebook Lead Ads” as the trigger application and choose “New Lead Instant” as the trigger event. Click “Connect” to establish a connection.

  • If you have an existing connection, select “Save”.
  • If not, click “Add New Connection” and log into your Facebook account.
  • Choose your Facebook page and lead form to capture leads.

After connecting, you will need to submit a test lead to ensure the trigger is working correctly. This process will confirm that the connection between Facebook Lead Ads and Pabbly Connect is established successfully.

3. Adding Leads to Pipedrive Using Pabbly Connect

Now that you have set up your trigger, the next step involves adding the captured leads to Pipedrive. In Pabbly Connect, click on “Add New Action Step” and select “Pipedrive” as your action application. Choose “Create a Person” as the action event and click “Connect”.

To connect Pipedrive, you will need your API token. Navigate to your Pipedrive profile, then to personal preferences, and copy the API token. Paste this token in Pabbly Connect to establish the connection.

  • Map the fields from Facebook Lead Ads to Pipedrive fields.
  • Ensure that the lead’s name, email, and phone number are correctly mapped.
  • Hit “Save” and send a test request to confirm the lead creation.

Once you receive a positive response, check your Pipedrive account to verify that the new lead has been added successfully. This integration is crucial for managing your leads efficiently.

4. Sending Emails with Gmail Through Pabbly Connect

After successfully adding leads to Pipedrive, the next step is sending a personalized email using Gmail. In Pabbly Connect, click on “Add New Action Step” and select “Gmail” as your action application. Choose “Send Email” as the action event and click “Connect”.

Log into your Gmail account to establish the connection. Once connected, you will need to fill out the email details, including the sender name, recipient email, subject, and email body. Use dynamic fields to personalize the email based on the lead’s information.

  • Enter the sender name as “Digital Dynamics”.
  • The recipient email should be mapped from the lead’s email address.
  • Craft a subject line and body that thanks the lead for their interest.

Finally, hit “Save” and send a test request to ensure that the email is sent correctly. This step completes the automation process, allowing you to efficiently manage leads and communications.

5. Conclusion

In this tutorial, we demonstrated how to integrate Facebook Lead Ads with Gmail and Pipedrive using Pabbly Connect. This automation allows you to capture leads seamlessly and communicate effectively. By following the steps outlined, you can enhance your lead management process significantly.

Automating your workflows with Pabbly Connect not only saves time but also ensures that no lead goes unattended. Implement this integration to streamline your business operations and improve your customer engagement.