Automate Smart Replies to Leads Using Pabbly Connect

Learn how to automate smart replies to leads with Pabbly Connect, integrating Google and Gmail for seamless 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 Integration

To automate smart replies to leads, the first step is to access Pabbly Connect. You can do this by visiting Pabbly.com and selecting the Connect option. If you are a new user, click on ‘Sign Up Free’ to create an account and get 100 free tasks each month.

Once logged in, navigate to the dashboard where you will find all Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can start creating your automation workflows.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that sends smart replies to leads automatically. Start by clicking on the ‘Create Workflow’ button in the top right corner of the dashboard. You will be prompted to name your workflow; enter ‘Send Smart Replies to Leads Automatically with AI’ and select a folder to save your workflow.

• Click on the ‘Create’ button.
• Choose the ‘Trigger’ option to start your automation.
• Set the trigger event to ‘New Leads’ from your lead generation platform.

After setting up the trigger, you will see the option to connect your lead generation platform with Pabbly Connect. Follow the prompts to ensure that your leads are captured correctly. This setup is crucial for the automation process.

3. Setting Up the Trigger for New Leads

To begin automating responses, you need to configure the trigger that captures new leads. Click on the ‘Add Trigger’ button and select your lead source application. For this example, we will use Just Dial as the lead source.

Once selected, you will need to connect your Just Dial account with Pabbly Connect. Copy the webhook URL provided and send it to your Just Dial support team to integrate it into your account. This allows Pabbly to receive lead data directly from Just Dial.

• Ensure the webhook URL is correctly configured in your Just Dial account.
• Test the connection to confirm leads are being sent to Pabbly Connect.

After testing, you should see a successful response indicating that leads are being captured. This is an essential step in ensuring your automation runs smoothly.

4. Generating Smart Replies Using AI

With your leads now captured in Pabbly Connect, the next step is to generate smart replies. For this, you will integrate an AI tool like OpenAI to create personalized responses based on the lead’s query.

Select OpenAI as your action application and choose the event for generating a reply. You will need to input your OpenAI API key, which you can obtain from your OpenAI account. This key is crucial for authenticating your requests to the AI service.

Enter your OpenAI API key in the designated field. Map the lead’s name and query details to the AI prompt.

Once the AI generates a response, you can review it within Pabbly Connect to ensure it meets your standards. This automated reply will be sent to the lead as a follow-up email.

5. Sending the Email via Gmail

The final step in this automation process is sending the generated reply to the lead via Gmail. In Pabbly Connect, select Gmail as your action application and the event as ‘Send Email’. Connect your Gmail account to Pabbly Connect if you haven’t done so already.

Fill in the required fields, including the recipient’s email address, subject line, and body of the email. You can map the content generated by OpenAI directly into the email body, ensuring a personalized touch for each lead.

Map the lead’s email address to the recipient field. Set the email subject to reflect the query received.

After completing these fields, click the ‘Save’ button to finalize your workflow. Your automation is now set up to send smart replies to leads automatically using Pabbly Connect, Google, and Gmail.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate smart replies to leads by integrating Google and Gmail. By following these steps, you can enhance your lead engagement and streamline communication effectively.