Automate Lead Follow-Ups Across Multiple Channels

Learn how to automate lead follow-ups across multiple channels using Pabbly Connect with this step-by-step tutorial. Integrate Google Ads, Twilio, and Gmail effectively. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate lead follow-ups across multiple channels, you first need to access Pabbly Connect. Begin by navigating to pav.com/connect in your browser. This will take you to the Pabbly Connect homepage.

Once there, you will see options to either sign in or sign up for a free account. New users can click on ‘sign up free’ to receive 100 free tasks every month. Existing users should sign in. After signing in, you will see the Pabbly apps window, where you can click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. This will prompt you to choose between the new beta version and the classic version of the workflow builder. For this tutorial, select the beta version for a more modern experience. using Pabbly Connect

• Click on the ‘Select’ button to proceed.
• Name your workflow ‘Automate Lead Follow-Ups Across Multiple Channels’.
• Choose a folder for your workflow, such as ‘Automations’.

After naming your workflow and selecting the appropriate folder, click on the ‘Create’ button. You will now see your newly created workflow ready for setting up triggers and actions.

3. Setting Up the Trigger with Google Ads

The first step in your automation is to set up a trigger. In this case, you will select Google Ads as your trigger application. Click on the trigger option and choose Google Ads from the list of applications.

For the app event, select ‘New Lead Form Entry’. Click on the ‘Connect’ button, and you will receive a webhook URL. Copy this URL as it will be used to connect Google Ads with Pabbly Connect.

• Log in to your Google Ads account.
• Navigate to your lead form settings and find the webhook integration option.
• Paste the copied webhook URL and set the key name as ‘test’.

After entering the required details, click on the ‘Send Test Data’ button. This will send a test lead to your Pabbly Connect workflow, confirming that the trigger is set up correctly.

4. Sending SMS Follow-Up via Twilio

Once the trigger is set up, the next action is to send an SMS follow-up using Twilio. Add a new action step and select Twilio as the application. For the app event, choose ‘Send SMS Message’ and click on ‘Connect’. using Pabbly Connect

To establish a connection, you will need to enter your Twilio account SID and authorization token. After entering these details, click on ‘Save’. Now, you can configure the SMS message body. Personalize the message by mapping the lead’s first name from the previous step.

Enter the SMS body as ‘Hi {first_name}, thank you for reaching out to Digital Dynamics!’. Set the sender number to your Twilio number and the recipient number to the lead’s phone number.

After configuring the SMS details, click on ‘Save and Send Test Request’ to send a test SMS. You should receive a confirmation that the SMS was sent successfully.

5. Sending Email Follow-Up via Gmail

The final step in the workflow is to send an email follow-up using Gmail. Add another action step and select Gmail as the application. For the app event, choose ‘Send Email’ and click on ‘Connect’. using Pabbly Connect

Authorize your Gmail account by clicking on ‘Sign in with Google’. Select your account and grant permissions to Pabbly Connect. Once connected, set the sender name as ‘Digital Dynamics’ and the recipient email as the lead’s email address.

Enter the email subject as ‘Thanks for your interest in Digital Dynamics’. Compose the email body in HTML format for better presentation.

After filling in the required fields, click on ‘Save and Send Test Request’. You should receive a successful response, confirming that the email was sent to the lead.

Conclusion

In this tutorial, we demonstrated how to automate lead follow-ups across multiple channels using Pabbly Connect. By integrating Google Ads, Twilio, and Gmail, you can ensure timely follow-ups with your leads, enhancing your customer engagement and conversion rates.

Utilizing Pabbly Connect simplifies the process of automating your lead follow-ups, making it easier for your business to manage leads effectively across various platforms.