Follow Up Automatically with Every Lead (No CRM Needed)

Learn how to follow up automatically with every lead using Pabbly Connect, integrating TikTok, Google Sheets, and WhatsApp for seamless lead management. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your lead follow-up process, first, access Pabbly Connect by visiting Pabbly.com/connect. This platform allows you to integrate various applications seamlessly.

Once on the Pabbly Connect landing page, you will find options to either sign in or sign up for a free account. New users can create an account to receive 100 free tasks monthly, which helps you explore the platform without any cost.

2. Creating a Workflow in Pabbly Connect

After logging into your Pabbly Connect account, navigate to the dashboard and click on the ‘Create Workflow’ button. This will allow you to set up a new automation process.

• Select between the new beta version or the classic version of the workflow builder.
• Name your workflow to identify it later, such as ‘TikTok Lead Follow-Up System.’
• Choose a folder to save your workflow for better organization.

With the workflow created, you can now add triggers and actions to automate your lead follow-up process using Pabbly Connect.

3. Integrating TikTok for Lead Generation

To begin, click on the ‘Add Trigger’ button in your workflow. Here, you will select TikTok as your trigger application. This integration allows you to receive leads directly from your TikTok account. using Pabbly Connect

For the event, choose ‘New Lead’ and establish a connection by clicking on the ‘Connect’ button. If you are setting this up for the first time, you will need to create a new connection. Once connected, select your advertiser ID and form ID from TikTok.

4. Adding Leads to Google Sheets via Pabbly Connect

Next, you will add a new action step to your workflow to store lead details in Google Sheets. Click the plus button and select Google Sheets as your action application. Choose the ‘Add New Row’ event to log each new lead.

• Connect your Google Sheets account to Pabbly Connect.
• Select the spreadsheet where you want to add the lead details.
• Map the fields from TikTok to the corresponding columns in your Google Sheet.

Once you have mapped all necessary fields, press the ‘Save and Send Test Request’ button. This will ensure that the lead details are correctly added to your Google Sheet using Pabbly Connect.

5. Sending WhatsApp Messages Automatically

The final step in your automation is to send a welcome message via WhatsApp. Add another action step by selecting WhatsApp Cloud API as your application, and choose the ‘Send Text Message’ event.

After connecting to WhatsApp, you will need to enter the recipient’s mobile number and the message you want to send. Make sure to map the lead’s name within the message for personalization.

Once everything is set, click on the ‘Save and Send Test Request’ button. This will send a welcome message to your lead, confirming that your automation setup through Pabbly Connect is functioning properly.

Conclusion

In this tutorial, we demonstrated how to automate lead follow-up using Pabbly Connect. By integrating TikTok, Google Sheets, and WhatsApp, you can efficiently manage your leads without needing a CRM. Start using Pabbly Connect today to streamline your business processes!