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Capture, Organize & Follow Up with Leads Automatically

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate your lead capture and follow-up process, start by accessing Pabbly Connect. Navigate to the official website by typing the URL in your browser. If you’re a new user, sign up for a free trial to explore the features.

Once logged in, go to the workflow page of Pabbly Connect. Here, you can create automations that capture leads from Facebook, organize them in Google Sheets, and send follow-up messages via WhatsApp.

2. Integrating Facebook Lead Ads with Pabbly Connect

In this section, we will integrate Facebook Lead Ads with Pabbly Connect. Select Facebook Lead Ads as your trigger application. Choose the event as “New Lead Instant” and click the connect button.

Select the Facebook page where your ads are running.
Choose the specific form you want to capture leads from.
Click on “Save and Send Test Request” to check the connection.

Now, when a new lead submits the form, Pabbly Connect will capture this data in real-time, making your workflow seamless.

3. Organizing Leads in Google Sheets via Pabbly Connect

After capturing leads, the next step is to organize this data in Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose the event as “Add New Row”.

Connect your Google account and select the specific spreadsheet where you want the lead data to be stored. Use the mapping feature in Pabbly Connect to automatically fill in the fields with data from the Facebook lead.

Map fields like first name, last name, email, phone number, and city.
Click “Save and Send Test Request” to confirm the data is being added correctly.

This integration ensures that all lead data is organized efficiently in Google Sheets, ready for follow-up.

4. Sending Follow-Up Messages via WhatsApp with Pabbly Connect

To follow up with leads, we will integrate WhatsApp using Pabbly Connect. Select Pabbly Chatflow as your action application and choose the event to send a text message.

Enter the API token from your Pabbly Chatflow account to establish the connection. After connecting, map the recipient’s WhatsApp number and customize your message to include the lead’s name for personalization.

Enter your WhatsApp number in the recipient field.
Compose a message like “Hi [First Name], thanks for connecting with us on Facebook!”.

Finally, send a test message to verify that everything is working correctly. This step ensures that you can reach out to your leads instantly.

5. Conclusion

Using Pabbly Connect, you can automate the process of capturing leads from Facebook, organizing them in Google Sheets, and following up with WhatsApp messages. This integration streamlines your workflow, saving you time and ensuring no lead is missed.

With the steps outlined, you can create your own efficient automation using Pabbly Connect and enhance your business operations.