B2B Lead Automation for Manufacturing Businesses

Learn how to automate B2B lead generation for manufacturing businesses using Pabbly Connect. Integrate LinkedIn, Zoho CRM, and Slack for instant notifications. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Automation

To begin automating B2B leads for manufacturing businesses, access Pabbly Connect by visiting Pabbly.com/connect. This platform allows you to integrate various applications seamlessly.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button to create an account and explore its features with 100 free tasks every month. For existing users, simply sign in to your account. Once signed in, navigate to the Pabbly Connect dashboard to start creating workflows.

2. Creating Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will have the option to create a workflow from scratch or using AI. For this tutorial, select the option to create from scratch. using Pabbly Connect

• Choose the new beta version of the workflow builder.
• Name your workflow as ‘B2B Lead Automation for Manufacturing Businesses’.
• Select the folder as Pabbly Connect.

After naming your workflow, click the ‘Create’ button. Now, you have successfully created your workflow, and the next step is to set up a trigger.

3. Setting Up the Trigger with LinkedIn

The first application to select for your trigger is LinkedIn. This is crucial for capturing leads from your LinkedIn lead ads. Choose the app event as ‘Lead Notifications’ and click on the ‘Connect’ button. using Pabbly Connect

• If prompted, select ‘Add New Connection’ to link your LinkedIn account.
• Sign in to LinkedIn to authorize Pabbly Connect.
• Select your sponsored account for lead generation.

After configuring the response format, click on the ‘Save and Send Test Request’ button to ensure that your LinkedIn account is properly connected.

4. Notifying the Sales Team via Slack

Once the trigger is set up, the next step is to notify your sales team using Slack. Click on the plus icon to add an action step and select Slack as the application. using Pabbly Connect

Choose the app event as ‘Send Channel Message’. Connect your Slack account by adding a new connection. Select the channel where you want to send notifications.

Compose a message to inform the sales team about the new lead. Make sure to include dynamic fields such as email, name, phone number, and company name by mapping the responses from LinkedIn.

5. Sending WhatsApp Notifications with Pabbly Chatflow

To further engage leads, you can send instant WhatsApp notifications using Pabbly Chatflow. Add another action step and select Pabbly Chatflow as the application. using Pabbly Connect

Choose the app event ‘Send Template Message’. Connect your Chatflow account by adding a new connection. Select the template message you want to send.

Map the recipient’s mobile number and any other dynamic data into the message template. This ensures that each lead receives a personalized message based on their information.

Conclusion: Creating Contacts in Zoho CRM

Finally, to keep track of your leads, you can create a new contact in Zoho CRM. Select Zoho CRM as your application and choose the event ‘Create Contact’. Connect your Zoho account and map the necessary fields like first name, last name, and email.

With this setup, every new lead from LinkedIn will trigger notifications to your sales team via Slack, send personalized messages via WhatsApp, and create a contact in Zoho CRM automatically. This automation through Pabbly Connect streamlines your lead management process effectively.

By implementing this B2B lead automation, manufacturing businesses can enhance their sales processes, ensuring timely follow-ups and organized lead tracking.