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How to Send Instant Follow-Up Email to Leads Automatically

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start the integration process, you need to access Pabbly Connect. Open your browser and navigate to pabby.com/connect. Here, you will find options to sign in or sign up for a free account.

If you are a new user, click on “Sign Up Free” to create an account. Existing users can simply sign in. After logging in, you will see the dashboard where you can access all Pabbly applications.

2. Creating a Workflow in Pabbly Connect

Next, we will create a new workflow in Pabbly Connect. Click on “Access Now” to enter the dashboard. Here, you will see options for creating a new workflow. Select the beta version for a modern experience.

Choose a name for your workflow, such as “Send Instant Follow-Up Emails to Leads Automatically”.
Select a folder for your workflow, like “Automations”.
Click on the “Create” button to finalize your workflow setup.

After creating the workflow, you will set up the trigger and action steps. Remember, a trigger starts the automation, while actions are the responses to that trigger.

3. Setting Up the Trigger with Facebook Lead Ads

For this automation, we will use Facebook Lead Ads as the trigger in Pabbly Connect. Click to select Facebook Lead Ads and choose “New Lead” as the event.

Next, connect your Facebook account by selecting “Add a New Connection”. After connecting, choose your Facebook page and lead form from the dropdown menu. Ensure you select the specific lead form you want to capture leads from.

4. Testing the Trigger and Receiving Responses

Once your trigger is set, you need to test it to ensure it works correctly. Use the lead ads testing tool provided by Meta to generate a test lead. This step is crucial for verifying that your setup is functioning as intended.

After generating a test lead, check the response in Pabbly Connect. You should see the lead details appear in your workflow, confirming that the trigger is active.

5. Setting Up the Action to Send Emails via Gmail

Now that the trigger is set, we’ll configure the action to send an email via Gmail. Select Gmail as your action application and choose “Send Email” as the action event.

Connect your Google account and grant access to Pabbly Connect.
Fill in the sender name and email address automatically populated.
Map the recipient’s email address from the previous step.

Finally, customize the subject and body of your email. Use dynamic mapping to personalize the email content for each lead. Once everything is set up, click “Save and Send Test Request” to finalize your automation.

Conclusion

In this tutorial, we explored how to integrate See, So I, and Gmail using Pabbly Connect. By following these steps, you can automate your lead follow-ups effectively. This automation ensures timely responses, enhancing your lead engagement.