Automate Lead Follow-Up Using AI

Learn how to automate lead follow-up using Pabbly Connect with Google Ads and AI for personalized SMS responses. 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. Accessing Pabbly Connect for Automation

To automate lead follow-up using Pabbly Connect, start by accessing the platform. Visit Pabbly Connect by searching for ‘Pabbly.com Connect’ in your browser. Once on the homepage, you will see options to sign in or sign up for free.

If you are a new user, click on ‘Sign Up Free’ to explore the software with 100 free tasks every month. Existing users can simply log in. After signing in, locate the option to access Pabbly Connect and click on it to reach your dashboard.

2. Creating a Workflow in Pabbly Connect

To build your automation workflow, click on the ‘Create Workflow’ button in the Pabbly Connect dashboard. You will be prompted to choose between the Beta and Classic versions. For this tutorial, select the Beta version for a more modern experience.

• Click on the ‘Create’ button to initiate your workflow.
• Name your workflow, for example, ‘Automate Lead Follow-Up Using AI’.
• Select a folder for organization, such as ‘Automations’.

Once you have created your workflow, you will see the workflow window indicating that it has been successfully created. This is where you will set up your trigger and action steps for the automation.

3. Setting Up the Trigger with Google Ads

Since you will be receiving new leads through Google Ads, select Google Ads as the trigger application in Pabbly Connect. Then, choose the event as ‘New Lead Form Entry’. This step is crucial for initiating the automation process.

After selecting the trigger, click on the ‘Connect’ button. You will receive a webhook URL that will be used to connect your Google Ads account with Pabbly Connect. Copy this URL for later use in your Google Ads lead form.

4. Generating Personalized SMS Using AI

Next, you will set up an action step using an AI tool, such as OpenAI, to generate a personalized SMS for the new lead. In Pabbly Connect, add a new action and select OpenAI as your application. Choose the event as ‘Generate Text’ to create the SMS content.

• Connect your OpenAI account by providing the required API key.
• Map the lead’s first name in the prompt to personalize the message.
• Click on ‘Save and Send Request’ to generate the SMS content.

This step will utilize the AI capabilities to create a tailored SMS that addresses the lead by name, making the follow-up more engaging and effective.

5. Sending the SMS Through Twilio

Finally, to send the generated SMS to the lead, add another action step in Pabbly Connect and select Twilio as your SMS sending application. Choose the event as ‘Send SMS Message’.

Connect your Twilio account by providing the necessary credentials, including the Account SID and Auth Token. After connecting, map the recipient’s phone number and the SMS body generated by the AI. Click on ‘Save and Send Request’ to complete the process.

Once this setup is complete, your automation workflow will automatically send personalized SMS responses to new leads generated from your Google Ads. This seamless integration showcases the power of Pabbly Connect in automating lead follow-ups efficiently.

Conclusion

In this tutorial, we explored how to automate lead follow-up using Pabbly Connect, Google Ads, and AI. By following the steps outlined, you can create a streamlined process for personalized SMS responses that enhance customer engagement and save time.

Utilizing Pabbly Connect not only simplifies the integration process but also ensures that your business stays responsive to new leads in real-time.