Automating Lead Management and Follow-Up for a Sales Team with Pabbly Connect

Learn how to automate lead management and follow-up for your sales team using Pabbly Connect. Step-by-step guide to streamline your workflow. 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 Lead Management

To automate lead management, the first step is to access Pabbly Connect. This platform allows you to integrate various applications seamlessly, enhancing your sales workflow.

Start by navigating to the Pabbly Connect website. If you are a new user, you can sign up for a free trial to explore its features. Existing users can sign in directly to access their dashboard. Once logged in, click on the ‘Create Workflow’ button to begin setting up your automation.

2. Setting Up Integration with Facebook Lead Ads

In this section, we will set up integration using Pabbly Connect with Facebook Lead Ads. This integration is crucial for capturing lead details automatically.

To do this, select Facebook Lead Ads as your trigger application. Choose the event as ‘New Lead Instant’ and click on ‘Connect’. You will need to add a new connection by selecting your Facebook account and granting necessary permissions. Once connected, select the specific page and form from which you want to capture leads.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account and select the page and form.

After setting up the trigger, you can test the connection by submitting a lead through your Facebook form. This will allow Pabbly Connect to capture the lead details successfully.

3. Adding Leads to Zoho CRM via Pabbly Connect

Once the lead is captured, the next step is to add this information to Zoho CRM using Pabbly Connect. This ensures that all leads are stored in your CRM for further follow-up.

Select Zoho CRM as your action application and choose ‘Create Contact’ as the action event. You will need to connect your Zoho CRM account by entering the required domain from your Zoho URL. After connecting, map the lead details captured from Facebook to the relevant fields in Zoho CRM.

• Select Zoho CRM as the action application.
• Choose ‘Create Contact’ as the action event.
• Map the lead details to the appropriate fields in Zoho CRM.

After setting this up, you can test the action to ensure that the lead is added successfully to your Zoho CRM. This integration keeps your sales team organized and informed about new leads.

4. Sending Emails and Creating Tasks in Asana

After adding the lead to Zoho CRM, the next step is to send a welcome email and create a task in Asana using Pabbly Connect. This enhances communication and task management for your sales team.

For sending emails, select Gmail as the action application and choose ‘Send Email’ as the action event. Connect your Gmail account and map the lead’s email address to ensure personalized communication. Next, create a task in Asana by selecting it as another action application and choosing ‘Create Task’ as the action event.

Select Gmail for sending welcome emails. Map the lead’s email address for personalized emails. Select Asana to create tasks for follow-up actions.

Once these actions are set up, you can test them to ensure that the emails are sent and tasks are created in Asana, keeping your sales team on track with follow-ups.

5. Automating Follow-Ups with Pabbly Connect

The final step in this automation process is to set up follow-up emails using Pabbly Connect. This ensures that your leads are nurtured even after the initial contact.

Add a delay of 48 hours after the initial email is sent. This can be done by selecting the delay feature in Pabbly Connect and specifying the time. After the delay, set up another action to send a follow-up email using Gmail.

Set a delay of 48 hours before sending the follow-up email. Select Gmail for sending follow-up emails. Map the lead’s details for personalized follow-up communication.

Testing this final step ensures that leads receive timely follow-up emails, enhancing the chances of conversion and maintaining engagement with your sales team.

Conclusion

In this tutorial, we explored how to automate lead management and follow-up for a sales team using Pabbly Connect. By integrating applications like Facebook Lead Ads, Zoho CRM, Gmail, and Asana, you can streamline your workflow and improve efficiency. Automating these processes not only saves time but also enhances communication and organization within your sales team.