Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start using Pabbly Connect for automating your lead follow-ups, first, visit the Pabbly website by typing Pabbly Connect into your browser. Once there, sign in to your account using the top right options. If you are a new user, you can sign up for free and get 100 tasks monthly to test the features.

After signing in, you will be directed to the Pabbly apps page. Click on the Pabbly Connect icon to access the dashboard. Here, you can create workflows that connect various applications, including Facebook Lead Ads, WhatsApp, and Gmail.

2. Creating Your Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the “Create Workflow” button. Choose to create from scratch and name your workflow, such as “Automatically Send WhatsApp and Gmail Follow-ups to Facebook Leads.” Select the appropriate folder for your workflow.

  • Click on “Create” to finalize your workflow setup.
  • Choose Facebook Lead Ads as your trigger application.
  • Select “New Lead” as the trigger event.

Once you have set the trigger, you can start defining the actions that will take place when a new lead is captured. This is where Pabbly Connect enables seamless automation between your applications.

3. Connecting Facebook Lead Ads to Pabbly Connect

In this step, you will connect your Facebook Lead Ads to Pabbly Connect. Click on “Connect” and choose to add a new connection if you don’t have one already. Make sure you are logged into your Facebook account to authorize the connection.

After successfully connecting, you will need to specify the page name and lead generation form. Navigate to your Facebook account to get these details. This integration allows Pabbly Connect to automatically trigger actions based on new leads from your ads.

4. Sending WhatsApp Messages Using Pabbly Connect

With your Facebook Lead Ads connected, the next step is to send WhatsApp messages. Add a new action step in Pabbly Connect and select WhatsApp Cloud API as the action application. Choose “Send Text Message” as the action event.

Connect to WhatsApp by entering the required details, including your access token and phone number ID. This setup allows Pabbly Connect to send personalized WhatsApp messages to your leads automatically.

  • Map the recipient’s phone number from the lead data.
  • Craft a personalized message thanking the lead for their interest.

Once you’ve configured the message, save and test the action to ensure it works correctly. This functionality demonstrates how Pabbly Connect streamlines communication with your leads.

5. Sending Emails via Gmail Using Pabbly Connect

After setting up WhatsApp messaging, the final step is to send an email through Gmail. In Pabbly Connect, add another action step and select Gmail as the action application. Choose “Send Email” as the action event.

Connect to your Gmail account by selecting it and granting the necessary permissions. Fill in the details such as sender name, recipient email, and email subject. Make sure to personalize the email content using the lead’s name, similar to how you did with WhatsApp.

  • Enter the sender name and recipient email address.
  • Map the lead’s name in the email subject and body for personalization.

Finally, save and test the email action to verify that it sends correctly. This step highlights how Pabbly Connect facilitates automated email communication with your leads, enhancing your follow-up process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead follow-ups through WhatsApp and Gmail. By integrating Facebook Lead Ads, we demonstrated the seamless workflow of capturing leads and sending personalized messages instantly. Automating these processes can significantly improve your lead management efficiency.