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How Do I Follow Up With Every Lead Without Forgetting Anyone?

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Follow-Up

To start automating your lead follow-ups, first access Pabbly Connect by visiting pabbly.com. Sign in to your account using the “Sign In” option if you are an existing user, or click on “Sign Up for Free” to create a new account.

After logging in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow for lead automation. Click on “Create from Scratch” and name your workflow, for example, “Lead Follow-Up Automation.” Choose a folder for organization and click “Create” to proceed.

2. Setting Up the Trigger with Facebook Lead Ads

The next step is to set up the trigger in your workflow. For this, select Facebook Lead Ads as your trigger application in Pabbly Connect. This trigger will activate whenever a new lead is received.

Choose “New Lead Instant” as the trigger event.
Connect your Facebook account by clicking on “Add New Connection” and following the prompts.
Select your Facebook page and lead gen form.

Once connected, test your setup by submitting a test lead. This will ensure that your workflow captures the lead data correctly.

3. Sending Email Notifications via Gmail

After setting up the trigger, the next action is to send an email notification to the new lead using Gmail through Pabbly Connect. Select Gmail as your action application.

Choose “Send Email” as the action event.
Connect your Google account and grant necessary permissions.
Fill in the email details, including sender name, recipient email, and email content.

Make sure to personalize the email by mapping fields from the Facebook Lead Ads data, such as the lead’s name and email address. This ensures that every lead receives a tailored message.

4. Adding a Delay Before Sending WhatsApp Messages

To enhance your follow-up process, you can add a delay before sending a WhatsApp message. In Pabbly Connect, add a new action step and select “Delay by Pabbly” as your action application.

Choose “Add Time Delay” as the action event.
Specify the delay duration, such as 1 day.

This delay allows you to wait before sending the follow-up WhatsApp message, ensuring that the lead has time to respond to the initial email.

5. Sending Follow-Up Messages via WhatsApp

Finally, to send a follow-up message, select Pabbly Chatbot as your action application in Pabbly Connect. Choose “Send Text Message” as the action event.

Connect your Pabbly Chatbot account and retrieve the API key.
Map the WhatsApp number and compose your follow-up message.

Ensure the message is personalized, referencing the lead’s name and previous inquiry. Once everything is set, execute the workflow to test the entire process.

Conclusion

This tutorial has shown you how to automate lead follow-ups using Pabbly Connect to integrate WhatsApp and Gmail. By following these steps, you can ensure no lead is forgotten, enhancing your communication efficiency.