How to Use AI to Respond to Leads Automatically

Learn how to automate lead responses using Pabbly Connect and Google JNi. Follow this detailed guide for seamless integration and efficient lead management. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Automation

To start automating lead responses, you need to access Pabbly Connect. Open your web browser and search for Pabbly Connect. This will direct you to the homepage where you can either sign in or sign up for free.

If you’re a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply log in. Pabbly Connect provides a free trial with 100 tasks to explore its features, making it easy to set up your automation workflow.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Click on the ‘Create Workflow’ button to initiate a new workflow. You will be prompted to select between the New Beta and Classic versions. Choose the Beta version for a more modern experience.

• Click on ‘Select’ to choose the Beta version.
• Provide a name for your workflow, such as ‘Use AI to Respond to Leads Automatically’.
• Select the appropriate folder for organizing your workflow.

Once you have named your workflow and selected the folder, click on the ‘Create’ button to proceed. This sets the foundation for your automation process.

3. Setting Up Trigger for New Leads

The next step in your automation is to set up a trigger in Pabbly Connect. Since leads are being received through Google Ads, select Google Ads as your trigger application. For the event, choose ‘New Lead Form Entry’.

• Click on ‘Connect’ to establish a connection with your Google Ads account.
• Copy the Webhook URL provided by Pabbly Connect.
• Add this URL in your Google Ads lead form settings under Webhook integration.

After setting up the webhook in Google Ads, you can test the connection by sending a dummy lead. Pabbly Connect will capture the lead details, confirming that the trigger is working correctly.

4. Integrating AI for Personalized Responses

Now that you have set up the trigger, the next step is to integrate AI using Pabbly Connect. Select the AI application, such as Google JNi, and choose the event as ‘Generate Content’. This will allow the AI to create personalized email responses based on the lead information.

Click on ‘Connect’ to establish a connection with Google JNi. Provide your API key to enable the connection. Map the lead details to the AI prompt for generating personalized content.

After mapping the required fields, save the settings. This integration will ensure that whenever a new lead is captured, the AI generates a personalized email response automatically.

5. Sending the Generated Email via Gmail

Finally, to send the generated email, you need to add an action step in Pabbly Connect using Gmail as the application. Choose the event ‘Send Email’ to configure the email settings.

Connect your Gmail account by clicking ‘Sign in with Google’. Fill in the sender name and email address. Map the recipient’s email address and the content generated by the AI.

After entering all the required details, click on ‘Save and Send Request’. This will send the personalized email to the lead, ensuring immediate engagement and enhancing your brand’s trustworthiness.

Conclusion

In conclusion, using Pabbly Connect to automate responses to leads can significantly enhance your business efficiency. By integrating Google Ads, AI, and Gmail, you can ensure timely and personalized communication with potential customers.

Follow these steps to set up your automation and start converting leads into paying customers effectively.