Automate Outlook Email and SMS for LinkedIn Leads Using Pabbly Connect

Learn how to automate sending Outlook emails and SMS to LinkedIn leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating your processes, access Pabbly Connect by visiting its homepage. You can reach it by typing Pabbly.com/connect in your browser. Once on the homepage, you will see options for signing in or signing up for free.

If you are a new user, click on the ‘Sign up for free’ button. After creating your account, you will receive 100 free tasks every month to explore Pabbly Connect and test various automations. Existing users can simply click on ‘Sign In’ to access their dashboards.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can view all your workflows. To create a new workflow, click on the ‘Create Workflow’ option. A dialog box will prompt you to name your workflow.

• Provide a name for your workflow, such as ‘Send Outlook Email and SMS to LinkedIn Leads’.
• Select the folder in which to save your workflow.
• Click ‘Create’ to proceed.

After creating the workflow, you will see two windows for trigger and action. The trigger indicates what event will start the workflow, while the action defines what happens once the trigger occurs. In this case, we will use LinkedIn Lead Gen Forms as the trigger.

3. Setting Up the Trigger with LinkedIn Lead Gen Forms

In Pabbly Connect, select LinkedIn Lead Gen Forms as your trigger application. Choose the trigger event as ‘New Lead Gen Form Response’. This event will start the workflow whenever a new lead is generated through LinkedIn.

After selecting the trigger event, click on ‘Connect’ and choose ‘Add New Connection’ to establish a link with your LinkedIn account. Click on the button to connect with LinkedIn Lead Gen Forms. Once authorized, you will be prompted to select the account and the specific lead gen form you wish to use.

• Select your LinkedIn account and the lead gen form.
• Click ‘Save and Send Test Request’ to capture the response.

After submitting the test form, you will receive the lead details in Pabbly Connect. This confirms that your trigger is set up correctly.

4. Configuring Actions: Sending Emails via Microsoft Outlook

With the trigger established, the next step is to set up the action to send emails. Select Microsoft Office 365 as the action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ to link your Office 365 account with Pabbly Connect.

Once connected, you will need to fill in the details for the email, including the subject and body content. You can use mapping to personalize the email by including the lead’s first name from the LinkedIn response.

Enter a static subject like ‘Response Received’. Map the email address and first name from the LinkedIn lead response.

After entering these details, click on ‘Save and Send Test Request’ to ensure the email is sent correctly. Check the mapped email address to confirm receipt of the email.

5. Sending SMS to LinkedIn Leads Using Twilio

The final step in this automation is to send an SMS to the lead using Twilio. In Pabbly Connect, add an action step and select Twilio as the application. Choose the action event ‘Send SMS Message’ and connect your Twilio account.

After connecting, you will need to enter the necessary details, including the sender number and recipient number. Use mapping to automatically pull the lead’s phone number from the LinkedIn response.

Enter your Twilio sender number. Map the recipient’s phone number from the LinkedIn lead response.

Compose the SMS body, including personalized content using mapping for the lead’s first name. Once set, click ‘Save and Send Test Request’ to send the SMS. Verify that the SMS is received to confirm the workflow is complete.

Conclusion

In this tutorial, we explored how to automate sending Outlook emails and SMS to LinkedIn leads using Pabbly Connect. By following the steps outlined, you can efficiently manage lead communication without manual intervention.