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Call New Facebook Leads Automatically Using Bolna AI

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Facebook Leads with Bolna AI, you must access Pabbly Connect. Start by navigating to Pabbly’s official website and selecting the “Connect” option. If you are a new user, click on “Sign Up for Free” to create an account and receive 100 free tasks monthly.

Once logged in, you can access the Pabbly Connect dashboard. Here, you will see options to create a new workflow. Click on “Create New Workflow” to start the integration process. This is where you will set up the connection between Facebook Leads and Bolna AI using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect involves a few simple steps. Click on “Create from Scratch” to build your workflow. You will be prompted to describe your workflow. Enter a name that reflects the integration, such as “Facebook Leads to Bolna AI Call”.

Select “New Lead” from Facebook Leads as the trigger event.
Choose “Make a Phone Call” as the action event for Bolna AI.
Preview your workflow to ensure accuracy.

After confirming the details, click on “Approve and Create” to finalize your workflow. This step ensures that your integration is set up correctly within Pabbly Connect.

3. Connecting Facebook Leads and Bolna AI

Now that your workflow is created, it’s time to connect Facebook Leads to Bolna AI through Pabbly Connect. Begin by selecting your Facebook account and granting the necessary permissions. This allows Pabbly Connect to access your Facebook Leads data.

Next, you need to select the specific lead form you wish to use. Make sure to choose the form that captures the relevant information for your business. After selecting the form, click on “Save and Send Request” to test the connection.

4. Setting Up Bolna AI for Phone Calls

With the Facebook Leads connected, the next step is to set up Bolna AI for making phone calls. Go to your Bolna AI account and create a new agent. You can set up an agent named as per your business needs.

Fill in the agent’s details like name, industry, and designation.
Upload any necessary documents to provide context for the calls.
Save the agent details and ensure it is linked to Pabbly Connect.

Once your agent is set up, return to Pabbly Connect and map the necessary fields such as the lead’s phone number and other details for personalized communication.

5. Testing the Integration

Finally, it’s crucial to test your integration to ensure everything works seamlessly. Generate a test lead through your Facebook lead ads. Once the lead is submitted, Pabbly Connect will trigger the workflow to initiate a call via Bolna AI.

Monitor the call through the Bolna AI dashboard to verify that the details are captured correctly. You can check the call history and ensure that the integration is functioning as intended. This step is vital to confirm that your leads are being engaged effectively.

Conclusion

In this tutorial, we explored how to integrate Facebook Leads with Bolna AI using Pabbly Connect. This automation helps in engaging leads immediately, enhancing your business efficiency. By following these steps, you can streamline your lead management process effectively.