Automate Lead Follow-Up: Personalized SMS with Pabbly Connect

Learn how to automate lead follow-ups using personalized SMS with Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating lead follow-ups, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect homepage at www.Pabbly.com/connect. Here, you can sign up for a free account or log in if you already have one.

After logging in, you will see the dashboard where you can manage your integrations. To create a new workflow, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. This is where the automation process begins.

2. Creating a Workflow for Lead Follow-Up

Once you have accessed the dashboard, the next step is to create a workflow that automates lead follow-ups. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Automate Lead Follow-Up: Personalized SMS with AI.’ Select a folder to save your workflow, such as ‘Automations.’ This organization helps you manage multiple workflows efficiently. using Pabbly Connect

• Click on ‘Create Workflow’ and name it.
• Select a folder for better organization.

Now that your workflow is set up, you need to define the trigger. Click on the ‘Add Trigger’ button and select ‘Google Ads’ as your trigger application. Choose the event as ‘New Lead Form Entry’ to initiate the workflow whenever a new lead is generated through your Google Ads campaign.

3. Connecting Google Ads to Pabbly Connect

After setting up your trigger, it’s time to connect Google Ads to Pabbly Connect. You will receive a webhook URL that you’ll need to add to your Google Ads lead form settings. This URL allows Pabbly Connect to receive lead data directly from Google Ads.

Log in to your Google Ads account and navigate to the lead form you created. In the lead delivery section, paste the webhook URL from Pabbly Connect. This integration ensures that every time a lead fills out your form, the information will be sent to Pabbly Connect automatically.

4. Generating Personalized SMS with OpenAI

With Google Ads connected, the next step is to generate personalized SMS messages using OpenAI. In your Pabbly Connect workflow, add an action step by selecting ‘OpenAI’ as the application. Choose the event ‘Create Chat Completion’ to generate a customized SMS message for your lead. using Pabbly Connect

In this action step, you will need to enter your OpenAI API key, which you can obtain from your OpenAI account. Once connected, specify the prompt for the AI to generate an SMS. You can include dynamic fields from the previous step, such as the lead’s first name, to personalize the message.

• Select ‘OpenAI’ as the action application.
• Enter your OpenAI API key.
• Specify the prompt for generating SMS.

Once everything is set, you can test this action to ensure that it is working correctly and generating the SMS as expected. This step is crucial to confirm that your automation is functioning properly.

5. Sending the SMS to Leads

The final step in your automation process is to send the generated SMS to your leads. For this, add another action step in your Pabbly Connect workflow. Choose ‘Twilio’ as the action application and select the event ‘Send SMS’ to dispatch the message. using Pabbly Connect

In this step, you will need to enter your Twilio account credentials, including the Account SID and Auth Token. Specify the sender’s phone number from your Twilio account and map the recipient’s phone number from the lead data received from Google Ads. Make sure to include the SMS body generated in the previous step.

Once configured, test this action to confirm that the SMS is sent successfully to the lead’s phone number. This completes the automation process, allowing you to follow up with leads instantly and personally.

Conclusion

In this tutorial, we explored how to automate lead follow-ups using personalized SMS with Pabbly Connect. By integrating Google Ads, OpenAI, and Twilio, you can streamline your lead management process effectively. This automation not only saves time but also enhances your engagement with potential customers.