Automate Lead Management with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead management using Pabbly Connect with Elementor, Google Sheets, Salesforce, and Slack. Streamline your workflow today! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate lead management, the first step is accessing Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for free and get 100 free tasks every month.

Once signed in, you will see the Pabbly apps dashboard. Here, select Pabbly Connect by clicking on the ‘Access Now’ button. This will lead you to the Pabbly Connect dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that automatically manages new leads. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear asking for a workflow name and folder selection. using Pabbly Connect

• Name your workflow as ‘Automatically Manage New Leads with Pabbly Connect’.
• Select a folder to save your workflow, for example, ‘Elementor Automations’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This action creates your workflow in Pabbly Connect, setting the stage for the automation process.

3. Setting Up the Trigger with Elementor

The next step involves setting up the trigger for your workflow. For this automation, select Elementor as the trigger application. Choose the event as ‘New Form Submission’ to capture lead details whenever a new form is submitted.

After selecting Elementor and the trigger event, Pabbly Connect will generate a unique webhook URL. Copy this URL as you will need it to connect Elementor to Pabbly Connect.

• Navigate to your Elementor form settings.
• Under ‘Actions After Submit’, click the ‘+’ button and select ‘Webhooks’.
• Paste the copied webhook URL and click ‘Update’.

Once the webhook is set up, your Elementor form is now connected to Pabbly Connect, allowing it to capture lead submissions automatically.

4. Adding Actions to Google Sheets, Salesforce, and Slack

With the trigger set up, it’s time to add actions for managing leads. Start by selecting Google Sheets as your action application and choose the event ‘Add New Row’. This allows you to create a record of the lead in your Google Sheets.

Connect Google Sheets to Pabbly Connect by clicking on ‘Connect’. Authorize your Google account and select the spreadsheet where you want to store lead details. Map the lead information such as first name, last name, email, and phone number from the previous step into the corresponding fields.

Select the spreadsheet named ‘Lead Details’. Choose the sheet where the data will be stored, typically ‘Sheet1’. Map the fields for first name, last name, email, and phone number.

After mapping the data, click ‘Save and Send Test Request’ to verify that the lead information is correctly added to Google Sheets.

5. Finalizing Integration with Salesforce and Slack

Next, you’ll create a contact in Salesforce for the new lead. Select Salesforce as your action application and choose ‘Create Contact’ as the action event. Connect Salesforce to Pabbly Connect and authorize the connection.

Map the necessary fields such as first name, last name, email, and phone number from the previous step to create a new contact in Salesforce. Once the fields are filled, click ‘Save and Send Test Request’ to ensure that the contact is created successfully.

Map the last name and first name fields. Skip any unnecessary fields. Map the phone number and email fields.

Finally, add a Slack action to notify your sales team. Select Slack as the action application and choose ‘Send Channel Message’. Connect Slack to Pabbly Connect and select the channel where you want to send notifications. Customize the message with lead details and send a test request to verify the setup.

Conclusion

In this tutorial, we explored how to automate lead management using Pabbly Connect with Elementor, Google Sheets, Salesforce, and Slack. By following these steps, you can streamline your lead management process, ensuring timely responses and efficient tracking of potential customers.