Automate Lead Nurturing with AI Agents in Salesforce Using Pabbly Connect

Learn how to automate lead nurturing in Salesforce using Pabbly Connect. Step-by-step guide to integrate Gmail and WhatsApp for personalized communication. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Nurturing Automation

To automate lead nurturing with AI agents in Salesforce, the first step is to access Pabbly Connect. This platform allows you to create automated workflows without any coding skills. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect.

Once on the Pabbly Connect landing page, you will see options to sign in or sign up. If you’re a new user, you can sign up for free and receive 100 tasks per month. Existing users should sign in to their accounts. After logging in, you will be directed to the dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be presented with options to choose between the new beta method or the classic method. For this tutorial, select the classic method.

• Name your workflow: ‘Automate Lead Nurturing with AI Agents in Salesforce’.
• Choose a folder to save your workflow.
• Click the ‘Create’ button to finalize your workflow setup.

Once created, you will see two windows: the trigger window and the action window. The trigger window is where you will specify the event that starts your automation, while the action window defines what happens next.

3. Setting Up the Trigger for Salesforce

In the trigger window, select Salesforce as your trigger application. The trigger event you want to capture is ‘New Lead’. This means that whenever a new lead is added in Salesforce, it will initiate your workflow in Pabbly Connect.

To connect Salesforce, click the ‘Connect’ button and then select ‘Add New Connection’. You will be prompted to log in to your Salesforce account and allow permissions. After connecting, you will need to enter your Salesforce instance URL. This can be found in your Salesforce account settings under Company Information.

• Navigate to Setup in Salesforce.
• Go to Company Profile and select Company Information.
• Copy the instance URL and paste it into Pabbly Connect.

After saving and sending a test request, you should see the details of the last lead captured in the response. This confirms that the trigger setup is successful.

4. Configuring Action Steps with AI Agents

With the trigger set, the next step is to configure the action that occurs after a new lead is captured. For this, select OpenAI as your action application. The action event will be ‘ChatGPT’ which will generate personalized emails based on the lead’s interests. using Pabbly Connect

To connect OpenAI, click on the ‘Connect’ button and select ‘Add New Connection’. You will need to provide an API key which can be generated from your OpenAI account. Once connected, you will specify the AI model to use for generating emails and create a prompt that details the email’s content.

Set the AI model to ‘GBT4 Mini’. Craft a prompt that instructs the AI to create a personalized email. Map the lead’s name, email, and service description from the previous step.

After completing these steps, click on ‘Save and Send Test Request’ to generate the email content. The AI will respond with the email body that can be sent to the lead.

5. Sending the Email and WhatsApp Message

Once the email content is generated, the next action is to send this email to the lead using Gmail. Select Gmail as your action application and choose the action event ‘Send Email V1’. using Pabbly Connect

Connect your Gmail account by clicking on the ‘Connect’ button and allowing permissions. After connecting, map the lead’s email address to the ‘To’ field, set the sender’s name, and enter the email subject. For the email content, map the generated email body from the previous step.

Enter the subject: ‘Your Exclusive 30% Discount Code Inside’. Set the email content type to HTML. Click ‘Save and Send Test Request’ to send the email.

After successfully sending the email, the final step is to notify the lead via WhatsApp. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event. Connect your WhatsApp account and map the lead’s phone number to the receiver field. Use the template created for discount follow-ups to personalize the message.

Conclusion

In this tutorial, we explored how to automate lead nurturing in Salesforce using Pabbly Connect. By integrating Gmail and WhatsApp, you can enhance your communication with leads and improve engagement. This process allows you to send personalized emails and notifications seamlessly, ensuring no lead goes unnoticed.