Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Lead Management

To efficiently manage leads, first, you need to access Pabbly Connect. Open your browser and go to the Pabbly Connect website. If you are a new user, click on the ‘Sign Up Free’ button to create an account. Existing users can simply log in.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button to start your automation process. You will be prompted to choose between the new beta version or the classic version of the workflow builder. Select the one you prefer, name your workflow, and choose a folder to save it in.

2. Configuring Google Sheets as a Trigger Application

The first step in your workflow is to set Google Sheets as the trigger application. Click on the plus button to add a new application. From the list, select Google Sheets. You will then need to choose an event, which in this case is ‘New or Updated Spreadsheet Row’. This triggers the workflow whenever a new row is added.

  • Select Google Sheets as the trigger application.
  • Choose ‘New or Updated Spreadsheet Row’ as the event.
  • Connect Google Sheets to Pabbly Connect.

After connecting, copy the webhook URL provided. This URL will be used to connect your Google Sheets to Pabbly Connect. Open your Google Sheets, go to Extensions, then Add-ons, and search for the Pabbly Connect Webhook add-on. Install it and paste the copied URL in the initial setup.

3. Using Router for Conditional Lead Assignment

Once your trigger is set, the next step is to assign leads conditionally using a router. Click on the plus button and select Router. This allows you to create different paths based on the lead’s source. For instance, if the lead is from Facebook, it will follow one path; if it’s from Instagram, it will follow another.

Set up filters for each path. For the Instagram filter, select the label as ‘Source’, set the condition to ‘Equal To’, and type ‘Instagram’. Do the same for the Facebook filter, but type ‘Facebook’. This way, you can route leads to the appropriate salesperson based on their source.

  • Create a router in Pabbly Connect.
  • Set filters for Instagram and Facebook leads.
  • Assign leads to specific team members based on the source.

Once the filters are set, you can proceed to assign the leads to your team members. If the lead is from Instagram, assign it to Priya; if from Facebook, assign it to Rahul. This ensures that leads are handled promptly and efficiently.

4. Updating Google Sheets and Notifying Team via Slack

After assigning leads, the next step is to update the Google Sheets with the assigned salesperson’s name. Click on the plus button and select Google Sheets again. This time, choose ‘Update Cell Value’ as the event. Connect Google Sheets to Pabbly Connect again if necessary.

Specify the spreadsheet and sheet name, and in the cell range, enter the column and row where you want to update the value. For example, if you want to update the assigned salesperson in column D, you would enter D2 for the row. Use the mapping feature to dynamically select the row index.

  • Choose ‘Update Cell Value’ for Google Sheets.
  • Map the row index to ensure it updates dynamically.
  • Add the salesperson’s name based on the lead source.

Finally, to notify the assigned salesperson, add Slack as another action application. Choose ‘Send Channel Message’, connect it to Pabbly Connect, and specify the message format. Include the lead’s name and phone number in the message for context.

5. Finalizing the Workflow and Testing

Once all steps are set, review your workflow to ensure everything is correctly configured. You can copy and paste steps to avoid redundancy, especially for similar actions like assigning leads to different salespeople. Adjust the names accordingly for each path in your router.

After finalizing, test your workflow by adding a new row in Google Sheets. Ensure that the lead gets assigned correctly and that notifications are sent via Slack. This is crucial for confirming that your setup is functioning as expected.

  • Test the workflow by adding a new lead.
  • Check Google Sheets for updates and Slack for notifications.
  • Ensure all paths in the router are functioning properly.

With your workflow successfully tested, you can now automate lead assignments and notifications, ensuring no lead goes unnoticed. This powerful automation using Pabbly Connect not only saves time but also improves your team’s responsiveness.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate lead assignments and notifications effectively. By integrating Google Sheets and Slack, you can ensure that your sales team responds quickly to leads and improves overall efficiency.