Automate Special Offer Emails with Pabbly Connect for Instagram Leads

Learn how to automate sending special offer emails using Pabbly Connect with Gmail for Instagram lead ads. Step-by-step guide included. 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 automate sending special offer emails using Gmail for Instagram lead ads, you need to access Pabbly Connect. Start by visiting pabby.com/connect in your browser. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for a free account.

If you’re a new user, click on the ‘Sign Up Free’ option to create an account and receive 100 free tasks monthly. Existing users should simply sign in to access their dashboard. Once logged in, select Pabbly Connect from the list of applications to proceed to the dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will see options for the workflow builder; select the ‘Beta’ version for a more modern experience.

• Click on ‘Create’ to open the workflow setup dialog.
• Name your workflow, for example, ‘Send Special Offer Emails Automatically Using Gmail for Instagram Lead Ads Leads.’
• Select a folder to save your workflow, like ‘Automations.’

After naming your workflow and selecting the folder, click the ‘Create’ button to proceed. This sets the foundation for your automation process using Pabbly Connect.

3. Setting Up the Trigger for Instagram Lead Ads

In this step, you will set up a trigger that starts the automation process. Click on the ‘Add Trigger’ button and select ‘Instagram Lead Ads’ as the trigger application, with the event as ‘New Lead’. This tells Pabbly Connect to initiate the workflow whenever a new lead is generated.

Next, click on ‘Connect’ to establish a connection with your Instagram account. If you haven’t connected your Instagram account yet, select ‘Add New Connection’ and log in to your account. Ensure that you are logged into your Facebook account as well, as Instagram is linked to Facebook for this integration.

4. Configuring Gmail Action to Send Emails

Once the trigger is set, the next step is to configure the action that sends an email via Gmail. Add an action step and select ‘Gmail’ as the application, then choose ‘Send Email’ as the action event. Click on ‘Connect’ to set up the connection between Pabbly Connect and your Gmail account.

• Select ‘Sign in with Google’ to connect your Gmail account.
• Allow Pabbly Connect to access your Gmail account.
• Fill in the sender name and email address.

For the recipient’s email address, map the email field from the previous trigger step. This ensures that each lead receives a personalized email. After filling in the subject and email content, click on ‘Save and Send Request’ to finalize the setup.

5. Testing the Automation Setup

Now that your workflow is set up, it’s crucial to test the automation to ensure everything works as expected. You can do this by generating a test lead through your Instagram lead ad. Use the Meta Business Suite to simulate a lead submission.

Once you submit the test lead, return to Pabbly Connect and check for a response. If configured correctly, you should see the lead details captured in the workflow. This confirms that the trigger is working properly and the email will be sent automatically to the new lead via Gmail.

Finally, check your Gmail inbox to see if the test email was sent successfully. This will complete the testing phase of your automation setup, ensuring that your special offer emails are sent automatically to leads generated from your Instagram ads.

Conclusion

In conclusion, automating the process of sending special offer emails using Pabbly Connect for Instagram lead ads is straightforward. By following the detailed steps outlined above, you can efficiently set up this integration, ensuring that every new lead receives timely communications. Utilize Pabbly Connect to streamline your marketing efforts and enhance customer engagement.