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Capture, Qualify & Prioritize Website Leads Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Automating

To begin automating your lead qualification process, you need to access Pabbly Connect. Simply go to the Pabbly Connect website and sign up for a free account if you don’t have one.

Once you’re logged in, you will be directed to your dashboard. Here, you can create a new workflow by clicking on the “Create Workflow” button. This is the first step in setting up your lead qualification automation.

2. Setting Up Google Sheets as a Trigger in Pabbly Connect

In this step, you will select Google Sheets as your trigger application in Pabbly Connect. This means that every time a new row is added to your Google Sheet, it will trigger the workflow.

Follow these steps to configure Google Sheets:

Click on the plus button to add a new trigger.
Search for and select Google Sheets as the application.
Choose the event “New or Updated Spreadsheet Row”.

After selecting the event, you need to create a connection between Google Sheets and Pabbly Connect by clicking on the “Connect” button. You’ll receive a webhook URL that you’ll need to use in your Google Sheets setup.

3. Configuring Google Forms and Sheets for Lead Collection

Next, you will link your Google Form to Google Sheets to collect leads effectively. This integration is crucial for the automation to work with Pabbly Connect.

To set up the integration:

Open your Google Form and navigate to the “Responses” tab.
Click on the “Link to Sheets” option and choose your existing spreadsheet.
Copy the webhook URL from Pabbly Connect and paste it in the Google Sheets add-on for Pabbly Connect.

After setting this up, every new lead submitted through your Google Form will be added to your Google Sheet, which will trigger your workflow in Pabbly Connect.

4. Using Pabbly Connect to Filter and Route Leads

Now that your Google Sheets is set up, you can create filters in Pabbly Connect to categorize leads as hot, warm, or cold. This is done using the router feature in your workflow.

To set up the router:

Add a router to your workflow by clicking the plus button.
Create three branches for hot, warm, and cold leads based on urgency and budget.
Set conditions for each filter to classify leads appropriately.

This allows you to automate responses and actions based on the lead’s urgency and budget, enhancing your lead management process.

5. Sending Notifications via Slack and WhatsApp Using Pabbly Connect

In the final step, you will configure notifications to be sent to your team via Slack and to your leads via WhatsApp using Pabbly Connect.

Follow these steps to set up notifications:

Select Slack as your action application and choose “Send Channel Message”.
Connect your Slack account to Pabbly Connect and specify the channel.
Add Pabbly Chatflow to send WhatsApp messages to leads.

By mapping the necessary fields from Google Sheets, you can send personalized messages to both your team and leads, ensuring efficient communication and follow-up.

Conclusion

In conclusion, using Pabbly Connect to automate lead qualification helps streamline your sales process. By integrating Google Sheets, Slack, and WhatsApp, you can efficiently manage leads and improve conversion rates.