How to Send Automated Emails to B2B Leads

Learn how to automate sending emails to B2B leads using Pabbly Connect with Mailchimp and Gmail. Step-by-step guide to streamline your email marketing. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To start sending automated emails to B2B leads, you need to access Pabbly Connect. Open your web browser and search for Pabbly Connect to reach its homepage. Here, you will find options to either sign in or sign up for a free account.

If you are a new user, click on ‘Sign Up Free’ to create an account. This will allow you to explore Pabbly Connect with 100 free tasks every month. Existing users can simply click on ‘Sign In’ to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

Once signed in, navigate to Pabbly Connect and click on the ‘Access Now’ button to enter the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to choose between the Beta or Classic version; select the Beta version for a more modern experience. using Pabbly Connect

• Click on ‘Create Workflow’.
• Name your workflow, such as ‘Send Automated Emails to B2B Leads’.
• Select a folder for organizing your workflows.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This will set up your workflow in Pabbly Connect, where you can define triggers and actions.

3. Setting Up the Trigger for New Leads

In this step, you will configure the trigger in Pabbly Connect. Click on the trigger application and select ‘LinkedIn’ as your source of new leads. This is crucial as you will be receiving notifications for new leads through LinkedIn. using Pabbly Connect

Next, select the event as ‘Lead Notifications’ and click on ‘Connect’. Here, you can either choose an existing connection or create a new one. For a new connection, you will need to input your LinkedIn account email and password to establish the link.

4. Configuring Gmail to Send Automated Emails

After setting up the trigger, it’s time to add an action step to send emails via Gmail. Select ‘Gmail’ as your action application and choose the event as ‘Send Email’. Click on ‘Connect’ to link your Gmail account with Pabbly Connect. using Pabbly Connect

• Choose your Gmail account and allow access to Pabbly Connect.
• Enter the sender name and email address.
• Map the recipient’s email address from the trigger step.

Additionally, enter the email subject and body content. Make sure to personalize the email using dynamic fields from the lead information received from LinkedIn.

5. Testing the Automation and Finalizing the Setup

Before finalizing, it’s essential to test the entire workflow. To do this, generate a test lead through your LinkedIn account. Submit the details, and Pabbly Connect will capture this lead information as a response.

Check the workflow in Pabbly Connect to confirm that it has successfully received the lead details. If everything looks good, the automated email will be sent to the new lead’s email address via Gmail.

By following these steps, you have successfully set up an automation that sends personalized emails to B2B leads using Pabbly Connect. This efficient workflow helps in managing your leads and enhancing communication.

Conclusion

Using Pabbly Connect, you can easily automate sending personalized emails to B2B leads through Gmail and LinkedIn. This setup streamlines your email marketing efforts and enhances lead management.