How to Turn Leads into Paying Customers Automatically

Learn how to automate lead conversion into paying customers using Pabbly Connect with Google and WhatsApp integration. Step-by-step guide included! Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To turn leads into paying customers automatically, you first need to access Pabbly Connect. Visit Pabbly.com/n in your browser to reach the homepage. Here, you will find options to either sign in or sign up for free.

If you are a new user, click on ‘Sign Up Free’ to create your account and receive free tasks each month. Existing users can simply sign in to their accounts. This is the starting point for setting up your automation workflow.

2. Creating Your Automation Workflow in Pabbly Connect

Once signed in, you will need to create a new workflow using Pabbly Connect. Click on the ‘Create Workflow’ button, and a dialog box will appear. Here, you can name your workflow, for example, ‘Turn Leads into Paying Customers Automatically’.

• Select the folder for your workflow, such as ‘Automations’.
• Choose the Beta version for a modern interface.

After setting up your workflow details, click on the ‘Create’ button to proceed. This will take you to the workflow builder where you can define triggers and actions.

3. Setting Up the Trigger with Google Ads

In this step, you will set up a trigger in Pabbly Connect that activates when you receive a new lead through Google Ads. Select Google Ads as your trigger app and choose the event as ‘New Lead Form Entry’.

Click on ‘Connect’ to link your Google Ads account with Pabbly Connect. You will receive a webhook URL that you need to set up in your Google Ads lead form settings. Paste this URL into the webhook integration section of your lead form.

4. Sending Automated WhatsApp Messages

Now that your trigger is set, it’s time to send an automated WhatsApp message using Pabbly Connect. For this, you will use the Pabbly Chatflow integration. Select WhatsApp as your action app and choose the event as ‘Send Template Message’.

• Connect your WhatsApp number to Pabbly Chatflow.
• Map the recipient’s phone number from the trigger data.
• Select the message template that includes dynamic variables for personalization.

By completing these steps, you will ensure that every new lead receives a personalized WhatsApp message with a discount code, enhancing your chances of conversion.

5. Testing Your Automation Workflow

After setting up the entire workflow in Pabbly Connect, it is crucial to test it. Send a test lead through your Google Ads form and check if the WhatsApp message is sent automatically as expected.

Monitor the responses in your Pabbly Connect dashboard to ensure everything is functioning correctly. If the message is received, your automation is successfully set up to turn leads into paying customers automatically.

Conclusion

In this tutorial, we explored how to automate the process of turning leads into paying customers using Pabbly Connect. By integrating Google Ads and WhatsApp, you can enhance your business efficiency and conversion rates. Implement these steps to streamline your lead management today!