Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating your lead follow-up process, access Pabbly Connect by typing the URL pabbly.com/connect in your web browser. This platform allows you to integrate various applications seamlessly, making it easier to manage your workflows.

Once on the Pabbly Connect page, you will see options to sign in or sign up for free. If you’re a new user, click on the sign-up button to create your account. Existing users can simply log in to access their workflows. Pabbly Connect offers a free trial, allowing you to explore its features without any financial commitment.

2. Setting Up Facebook Lead Ads with Pabbly Connect

After accessing Pabbly Connect, navigate to your workflow page to create a new automation. Select Facebook Lead Ads as your trigger application. This step is crucial as it initiates the workflow whenever a new lead is captured from your Facebook ads.

  • Choose the event as “New Lead Instant” to capture leads immediately.
  • Click the connect button to establish a connection with your Facebook account.
  • Select the Facebook page where your lead ads are running.
  • Choose the specific form you want to capture leads from.

Once you have set up the trigger, click on the “Save and Send Test Request” button to ensure that Pabbly Connect is receiving data from your Facebook Lead Ads. This integration allows you to automate the data collection process efficiently.

3. Saving Lead Data to Google Sheets Using Pabbly Connect

Now that you have successfully set up Facebook Lead Ads, the next step is to save the lead data to Google Sheets. In your Pabbly Connect workflow, add Google Sheets as your action application. This step ensures that all lead information is stored securely for future reference.

  • Select “Add New Row” as the action event to insert lead details into your spreadsheet.
  • Connect your Google account to allow Pabbly Connect to access your sheets.
  • Choose the specific spreadsheet where you want to save the lead information.

Use the mapping feature in Pabbly Connect to automatically fill in the details from the Facebook Lead Ads response. This eliminates the need for manual data entry, making the process faster and more accurate. After mapping all necessary fields, click “Save and Send Test Request” to confirm that the data is being saved correctly.

4. Sending WhatsApp Messages via Pabbly Connect

With the lead data successfully stored in Google Sheets, the next task is to send a WhatsApp message to your new leads. For this, add Pabbly Chatflow as another action application in your workflow. This integration allows you to communicate directly with your leads through WhatsApp, enhancing customer engagement.

  • Select the event to send a text message.
  • Connect your Pabbly Chatflow account by entering the required API token.
  • Map the recipient’s WhatsApp number from the lead data.

Compose your welcome message and personalize it by mapping the lead’s first and last name. This personal touch can significantly improve your conversion rates. After setting up the message, click “Save and Send Test Request” to ensure that the WhatsApp message is sent successfully to your lead.

5. Automating Follow-Up Messages with Pabbly Connect

To enhance your lead follow-up process, add a delay action in Pabbly Connect before sending a follow-up message. This allows you to schedule messages according to your business needs. Select the “Delay” app and set the delay duration based on your preference.

  • Choose the delay type as “Delay for” and specify the duration in seconds.
  • After the delay, add another action to send a follow-up WhatsApp message.
  • Personalize this message similarly to the welcome message using the mapping feature.

Click “Save and Send Test Request” to confirm that your follow-up message is sent after the specified delay. This automation ensures that your leads receive timely communication without manual intervention, streamlining your entire follow-up process.

Conclusion

In summary, using Pabbly Connect allows you to automate the entire lead follow-up process by integrating Facebook Lead Ads, Google Sheets, and WhatsApp. This powerful tool helps you save time and enhances customer engagement through timely communication.