Watch Step By Step Video Tutorial Below





1. Setting Up Pabbly Connect for Automation

To increase your sales by 10X with AI automation, start by accessing Pabbly Connect. Sign into your Pabbly account and navigate to the dashboard. From the all Pabbly apps page, select Pabbly Connect to begin creating your workflow.

Click on the “Create from Scratch” button. You will be prompted to name your workflow and select a folder. After selecting your folder, click on the “Create” button to proceed. This setup is essential for triggering automation based on incoming leads.

2. Triggering Automation with Facebook Lead Ads

In this section, we will set up the trigger for our automation using Pabbly Connect. Choose “Facebook Lead Ads” as the trigger application. The event to select is “New Lead Instant.” Click on “Connect” to establish a connection.

  • If you have an existing connection, use the “Save” option.
  • If not, click on “Add New Connection” and authorize Pabbly Connect to access your Facebook account.
  • Enter the page name and lead form to complete the connection.

Once connected, you will need to capture lead details that will trigger the workflow. This is crucial to ensure that your team is notified of new leads instantly.

3. Routing Leads to Slack for Immediate Notification

After capturing lead details, the next step is to route these leads to your team via Slack. In Pabbly Connect, click on “Add New Action Step” and select “Router” to filter leads based on their estimated budget.

Set up filters to classify leads. For example, if the estimated budget is between 1 crore to 2 crores, route it to Slack for immediate action. Click on “Connect” to set up Slack as your action application.

  • Select “Send Channel Message” as the action event.
  • Map the lead details to include in your Slack message.
  • Ensure to select the correct Slack channel for notifications.

Once set up, your team will receive immediate notifications for hot leads, allowing for quick follow-up.

4. Sending Personalized Emails via Gmail

For leads that do not meet the high-budget criteria, use Pabbly Connect to send personalized follow-up emails through Gmail. Click on “Add New Action Step” and select Gmail as your action application.

Choose the action event “Send Email” and connect your Gmail account. Enter the recipient’s email address, subject line, and email content. Personalize the email using mapped fields from the lead details captured earlier.

  • Use a friendly subject line like “Thank You for Your Interest”.
  • Personalize the email content to make it more engaging.
  • Test the email to ensure it sends correctly.

This automation ensures that all leads receive timely communication, enhancing your chances of conversion.

5. Testing and Finalizing Your Workflow

After setting up the automation with Pabbly Connect, it’s crucial to test the entire workflow. Start by submitting a test lead through your Facebook form. Ensure that the lead details are captured accurately in your Pabbly Connect workflow.

Check both Slack and Gmail to confirm that notifications and emails are sent as intended. If everything works seamlessly, your automation is ready for use. This setup allows you to manage leads efficiently and increase your sales by 10X.

By following these steps, you will have successfully integrated Facebook, Slack, and Gmail using Pabbly Connect, streamlining your sales process significantly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate workflows, increasing your sales by 10X. By integrating Facebook, Slack, and Gmail, you can efficiently manage leads and enhance communication.