How to Send Outlook Emails to New Leads Automatically

Learn how to automate sending Outlook emails to new leads using Pabbly Connect. This detailed guide covers all steps for seamless integration. 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. Getting Started with Pabbly Connect

To send Outlook emails to new leads automatically, you need to access Pabbly Connect. First, open your browser and go to pabbl.com/connect. If you’re a new user, click on the ‘Sign up for free’ option in the top right corner. This allows you to explore Pabbly Connect with up to 100 tasks free each month, enabling you to send Outlook emails to your leads without any cost.

Existing users can directly log into Pabbly Connect and access the workflow builder. If you find Pabbly Connect beneficial, consider subscribing for more advanced features. The platform offers great discounts on yearly plans for users who wish to upgrade.

2. Setting Up Your Workflow in Pabbly Connect

Once logged in, navigate to the workflow builder in Pabbly Connect. Here, you will set up a trigger and an action. Click on the ‘Add Trigger’ button. For the application, search for ‘Google Ads’ to collect lead details. Select ‘New Lead Form Entry’ as your event and click ‘Connect’.

• Select ‘Google Ads’ as the trigger application.
• Choose ‘New Lead Form Entry’ for the event.
• Click ‘Connect’ to establish the link.

This process generates a webhook URL. Copy this URL and paste it into your Google Ads campaign under the lead form settings. This connection allows Pabbly Connect to capture lead information effectively.

3. Capturing Lead Data in Pabbly Connect

After setting the webhook URL in Google Ads, send a test lead to ensure everything is connected properly. In Pabbly Connect, click on ‘Send Test Data’. You should see a confirmation that the test data was sent successfully.

Once the test data is received, Pabbly Connect will capture the lead’s details. This is crucial for automating the email response process. You can either wait for a real lead or use the test data to proceed with setting up your automated email.

4. Configuring Outlook Email in Pabbly Connect

Now that you have the lead data captured, it’s time to set up the action to send an email via Outlook. Click on ‘Add New Action Step’ and search for ‘Microsoft Office 365’. Select it and choose ‘Send Email’ as the event. Click ‘Connect’ to link your Microsoft account with Pabbly Connect.

If you haven’t connected your Microsoft Office account yet, follow the prompts to log in and grant permissions. After connecting, you will need to fill in the email’s subject and body. For the subject, you might use something like ‘Thank you for reaching out!’.

• Enter a subject line for the email.
• Set the content type to either plain text or HTML.
• Map the lead’s name and email dynamically in the body content.

By mapping the lead’s name and email, you ensure that each email is personalized automatically, enhancing engagement.

5. Testing and Activating the Workflow

After configuring the email, click ‘Save and Send Test Request’. If successful, you will receive a confirmation that the email was sent. Check your Outlook to verify that the email appears in your sent items.

Once confirmed, your workflow is complete. Now, every time a new lead is captured, Pabbly Connect will automatically send them an email. This saves you time and ensures timely communication with your potential clients.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

By following these steps using Pabbly Connect, you can automate sending Outlook emails to new leads effortlessly. This integration not only streamlines your process but also enhances your business communication.