How to Use Pabbly Connect to Send Webinar Invites via SendGrid to Facebook Leads

Learn how to use Pabbly Connect to automate sending webinar invites through SendGrid to your Facebook leads effortlessly. 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 Automation

To start sending webinar invites using Pabbly Connect, first, you need to access the Pabbly Connect platform. Open your web browser and go to the Pabbly Connect landing page by typing ‘Pabbly.com/connect’. This platform allows you to automate tasks without needing any programming skills.

Once on the Pabbly Connect page, you will find options to sign in or sign up. If you are a new user, click on ‘Sign Up for Free’ to create an account and get 100 free tasks each month. Existing users can simply click on ‘Sign In’ to access their accounts. After logging in, you will be directed to the dashboard where you can create your automation workflows.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to select between the new and classic workflow builders. Choose the new one for a more modern interface. using Pabbly Connect

• Click on ‘Create Workflow’.
• Enter a name for your workflow, such as ‘Use SendGrid to Send Webinar Invites to Facebook Leads’.
• Select a folder to save your workflow.

Once you have created the workflow, you will be taken to the workflow window where you can set up triggers and actions. Triggers initiate the process, while actions are the tasks performed as a result.

3. Setting Up the Trigger for Facebook Leads

To set up the trigger, click on the ‘Add Trigger’ button. Here, select ‘Facebook Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’ and click ‘Connect’. This establishes a connection between Facebook Lead Ads and Pabbly Connect.

Next, you will need to connect your Facebook account. Select the appropriate Facebook account and click ‘Continue’. You will then be asked to choose the page associated with your leads. Select your Facebook page, for example, ‘Digital Dynamics’. After that, select the lead generation form you wish to use. If you can’t see your forms, click on ‘Refresh Fields’ to load them.

4. Setting Up the Action Step with SendGrid

Now that the trigger is set, it’s time to add the action step. Click on ‘Add New Action Step’ and select ‘SendGrid’ as your action application. Choose the action event ‘Send Email’ and click ‘Connect’. To create a connection between SendGrid and Pabbly Connect, you will need an API key from your SendGrid account.

• Go to your SendGrid account settings and create a new API key.
• Copy the API key and paste it into Pabbly Connect.
• Configure the email details such as ‘Send To’, ‘Subject’, and ‘Content’.

For the ‘Send To’ field, map the email address from the lead details captured in the previous step. Set the subject and content of the email inviting them to the webinar. Once everything is configured, click on ‘Save and Send Test Request’ to test the email sending process.

5. Testing and Finalizing the Automation

After setting up the action step, it’s crucial to test the integration to ensure everything works seamlessly. Conduct a test lead submission using the Facebook Lead Ads testing tool. This will simulate a new lead being added.

Once you submit the test lead, return to your workflow in Pabbly Connect to see if the lead details were captured successfully. If successful, you should see the lead’s information displayed in the workflow. This confirms that your trigger is working correctly.

Finally, check your email account to verify that the test email was received. If the email appears correctly, your automation is set up successfully. From now on, every new lead from Facebook will automatically receive a webinar invite via SendGrid without any manual intervention.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending webinar invites via SendGrid to Facebook leads. By following the steps outlined, you can efficiently manage your lead invitations and enhance your webinar attendance.