Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Lead Automation

To automate lead follow-up, start by accessing Pabbly Connect. Open a new tab and type in pabbly.com/connect in your browser. This platform is essential for creating the automation you need.

Once on the Pabbly Connect website, log in to your account. After logging in, navigate to the workflow builder to begin setting up your automation. Here, you will initiate the process of integrating your lead generation tools.

2. Setting Up the Trigger in Pabbly Connect

The next step is to set up a trigger in Pabbly Connect. Click on the “Add Trigger” button. For the application, choose the platform you are using to gather leads. For instance, if you are using Google Ads, select it.

  • Select “New Lead Form Entry” as the event.
  • Click on “Connect” to generate a Webhook URL.

Copy the Webhook URL generated by Pabbly Connect. This URL will be used later in your Google Ads campaign to ensure that lead data is sent directly to your Pabbly Connect workflow.

3. Integrating Google Ads with Pabbly Connect

Now that you have your Webhook URL, go to your Google Ads campaign. Ensure you have added a lead form to collect customer data. This is crucial as it allows you to gather information like name, email, and phone number.

In the lead form settings, scroll down to the “Lead Delivery” section. Here, paste the Webhook URL you copied earlier from Pabbly Connect. You will also need to enter a key of your choice. After this, click on the “Send Test Data” button to verify the connection.

  • Ensure the lead form collects necessary details.
  • Test the connection to confirm data is sent correctly.

Once you receive a success message, return to Pabbly Connect. You should see that the lead details have been captured, confirming the integration is working correctly.

4. Sending WhatsApp Messages Using Pabbly Chat Flow

Next, you will set up a follow-up message to be sent via WhatsApp. For this, you will use Pabbly Chat Flow. Add a new action step in your workflow and search for Pabbly Chat Flow.

Select the action event as “Send Text Message” and click on “Connect”. You will need to enter a token to link Pabbly Chat Flow with Pabbly Connect. To get this token, log in to your Pabbly Chat Flow account, navigate to settings, and select API and Webhooks.

  • Copy the API token from Pabbly Chat Flow.
  • Paste the token into your Pabbly Connect workflow.

After saving, you will now need to enter the recipient’s WhatsApp number. Instead of entering it manually, use the mapping feature of Pabbly Connect to dynamically insert the phone number collected from the lead form.

5. Finalizing the Automation in Pabbly Connect

In this final step, you will complete the setup of your automated follow-up process. You can customize the WhatsApp message by including dynamic fields, such as the lead’s name. This ensures that each message feels personalized.

After customizing the message, click “Save and Send Test Request” to verify that the message is sent successfully. You should receive a confirmation that the message was sent through WhatsApp, indicating that your automation is now complete.

With this setup, every time a new lead fills out your form, they will receive a timely follow-up message via WhatsApp, ensuring that you never miss out on potential clients again. This automation runs 24/7, allowing you to focus on other important tasks while Pabbly Connect handles the follow-ups.

Conclusion

By utilizing Pabbly Connect, you can automate your lead follow-up process effortlessly. This integration not only saves time but also enhances customer engagement by ensuring timely communication. Start using Pabbly Connect today to streamline your lead management!