Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Lead Management

To automatically assign every new lead to the right salesperson, you first need to access Pabbly Connect. Go to pabbly.com/connect and create your free account. This will allow you to set up automation for your leads.

After signing up, you will receive 100 free tasks each month. This is sufficient to test and implement your lead assignment setup. Once logged in, you will be guided through the integration process with Facebook Lead Ads.

2. Creating Integration with Facebook Lead Ads

In your Pabbly Connect dashboard, the first step is to create a new workflow. Choose the trigger event as “Facebook Lead Ads New Lead Instant”. This allows Pabbly Connect to capture new lead responses automatically.

  • Select your Facebook page where the leads will be collected.
  • Choose the lead form you want to use for capturing details.
  • Click on “Test Connection” to ensure everything is connected properly.

After setting this up, create a test lead through Facebook Lead Ads to see if Pabbly Connect captures the details correctly. This ensures that your integration is functioning as intended.

3. Routing Leads to the Right Salesperson

Now that you have set up the Facebook Lead Ads integration in Pabbly Connect, the next step is to route leads based on their preferences. You will use the “Router” feature to set conditions for routing.

Create conditions based on the city preference of the lead. For example, if a lead selects “Bhopal”, they will be routed to the Bhopal sales team. Conversely, if they choose “Indore”, the lead will be sent to the Indore sales team.

  • Add a filter for the city field in the lead data.
  • Set conditions for each city, ensuring leads are categorized correctly.
  • Test the routing to confirm leads are directed to the correct salesperson.

This routing ensures that every lead is handled by the right salesperson, improving response times and customer satisfaction.

4. Sending Notifications to the Sales Team

Once the routing is established in Pabbly Connect, the next step is to send notifications to the respective sales teams. For this, you will use the Gmail integration.

Set up an action step in Pabbly Connect to send an email notification to the sales team member responsible for the city selected by the lead. Include lead details such as name, email, and phone number in the email body.

  • Select Gmail as the action app and choose “Send Email” as the action event.
  • Map the lead details from the previous steps into the email content.
  • Test the email to ensure it is sent correctly to the designated salesperson.

This step guarantees that the sales team is promptly informed about new leads, allowing for quick follow-up.

5. Testing and Finalizing the Setup

After setting up all the components in Pabbly Connect, it’s crucial to test the entire workflow. Create test leads for both Bhopal and Indore to see if they are routed correctly and the notifications are sent to the right salespersons.

Make adjustments as necessary based on the test results. Ensure that every lead is processed as intended and that the sales team receives timely notifications. This ensures a smooth lead management process.

Once everything is working perfectly, you can finalize the setup. Your automated lead assignment system is now ready to help your sales team convert leads into customers efficiently.

Conclusion

By using Pabbly Connect, you can automatically assign every new lead to the right salesperson, enhancing your lead management process. This setup not only saves time but also improves customer engagement and conversion rates.