Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Email Automation

To automatically send emails when new leads arrive, you first need to access Pabbly Connect. Start by opening your browser and navigating to pabbl.com/connect. If you are a new user, you can sign up for free, which allows you to explore the features of Pabbly Connect with 100 tasks free each month.

Existing users can directly log in to their account. Once logged in, you will be on the workflow builder, which is the main interface for setting up your automation. Here, you can create workflows that consist of triggers and actions, essential components for automating your email sending process.

2. Setting Up the Trigger in Pabbly Connect

To set up your automation, you need to create a trigger in Pabbly Connect. Click on the “Add Trigger” button. For the trigger application, select the platform where you collect lead details. Choose the event as “New Lead Form Entry” and click on “Connect”. This action will generate a webhook URL.

  • Select your lead collection platform.
  • Choose “New Lead Form Entry” as the event.
  • Copy the generated webhook URL.

Now, paste this URL into your lead collection tool, such as Google Ads, to connect it with Pabbly Connect. This setup will ensure that every time a new lead is captured, it triggers the automation.

3. Capturing Lead Data via Pabbly Connect

After setting up the trigger, the next step is to capture the lead data. Once your lead form is connected to Pabbly Connect, send test data to verify the connection. This will allow Pabbly Connect to receive the lead details such as name, email, and phone number.

To do this, click on the “Send Test Data” button in your lead collection tool. After sending the test data, return to Pabbly Connect and check if the test data has been captured successfully. You will see all the details of the test lead, confirming that the connection is working.

4. Setting Up the Email Action in Pabbly Connect

Now, it’s time to set up the action for sending emails. Click on the “Add New Action Step” and select Gmail as the action application. Choose “Send Email” as the event and click on “Connect”. If you have already connected Gmail with Pabbly Connect, you can select the existing connection; otherwise, create a new connection by signing in with your Google account.

  • Select Gmail as the action application.
  • Choose “Send Email” as the event.
  • Connect your Gmail account to Pabbly Connect.

Once connected, enter the sender name and email address. For the recipient email address, use mapping to dynamically insert the lead’s email. This ensures that every email sent is personalized with the lead’s information.

5. Finalizing and Testing the Automation

After setting up the email details, finalize your email content. You can customize the email subject and body, mapping lead details where necessary. Make sure to select the content type as HTML if you are using HTML content.

Once you have filled in all the required fields, click on “Save and Send Test Request”. This action will trigger a test email to be sent to the recipient. Check your Gmail inbox to confirm if the email was successfully sent. With this setup, every time a new lead arrives, Pabbly Connect will automatically send an email without any manual intervention.

Conclusion

In summary, using Pabbly Connect allows you to automate email sending whenever new leads arrive. By following the steps outlined above, you can set up a seamless integration that enhances your lead management process.