How to Use Pabbly Connect with AI Voice Agent for Automated Lead Calls

Learn how to automate lead follow-ups using Pabbly Connect and AI Voice Agent. Follow this step-by-step tutorial for seamless integration. 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 start automating lead follow-ups, first access Pabbly Connect. Open your preferred browser and go to Pabbly.com. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks every month. If you are an existing user, simply sign in to your account. After logging in, navigate to the Pabbly Connect dashboard to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button to start. You will be prompted to select the workflow builder version; choose the beta version for a more flexible experience. using Pabbly Connect

• Click on ‘Create Workflow’ button.
• Select the beta version for flexibility.
• Name your workflow appropriately.

For this tutorial, name your workflow something like ‘Bolna AI’. After naming, choose a folder to save your workflow, then click on the ‘Create’ button. This will set up your new workflow.

3. Setting Up the Trigger in Pabbly Connect

To automate the process, you need to set up a trigger. In this case, the trigger will be a new or updated row in a Google Sheet where your lead details are stored. Click on the ‘Add Trigger’ button and select Google Sheets as your trigger application.

• Choose Google Sheets as the trigger application.
• Select ‘New or Updated Spreadsheet Row’ as the event.
• Connect your Google Sheets account to Pabbly Connect.

After connecting, you will receive a webhook URL. Copy this URL, as it will be used to connect your Google Sheets to Pabbly Connect. Set up the Google Sheets add-on to send data to this webhook URL whenever a new lead is added.

4. Configuring the AI Voice Agent Call

After setting up the trigger, the next step is to configure the action that will take place after the trigger is activated. In this case, you will use the AI Voice Agent from Bolna AI to make a call to the lead after a specified delay. using Pabbly Connect

Select Bolna AI as the action application. Choose ‘Make Phone Call’ as the action event. Connect your Bolna AI account to Pabbly Connect.

Once connected, you will need to specify the recipient’s phone number, which you can map from the previous Google Sheets step. Additionally, set the delay for the call to occur after 10 minutes of receiving the lead details. This configuration allows Pabbly Connect to automate your follow-up process seamlessly.

5. Testing and Verifying the Integration

After configuring both the trigger and action steps, it’s essential to test the integration to ensure everything works as expected. Click on the ‘Send Test’ button to verify that the connection between your Google Sheet and Pabbly Connect is functioning correctly.

If the test is successful, you will receive a confirmation message, indicating that the data has been sent to Bolna AI. You can also check your Bolna AI account to see if the call has been scheduled correctly. This step is crucial to ensure that your automated lead follow-up system is operational and ready to engage with potential clients.

Conclusion

This tutorial outlines how to use Pabbly Connect to automate lead follow-ups using an AI Voice Agent. By integrating Google Sheets with Bolna AI through Pabbly Connect, you can streamline your communication process and enhance your business efficiency. Start automating your lead calls today for better engagement!