My System to Monetize Repeat Leads Using WhatsApp

Learn how to monetize repeat leads using Pabbly Connect and WhatsApp with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your lead management, first, access Pabbly Connect by navigating to pabby.com/connect. This platform allows you to create workflows that integrate various applications seamlessly.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button to create your account. Existing users can simply log in. Once logged in, you will have access to a dashboard where you can create your workflows.

2. Creating Your Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta version and the classic version of the workflow builder. Select the new beta version for a more modern experience.

• Enter a meaningful name for your workflow, such as ‘WhatsApp Custom Offers for Repeat Leads’.
• Choose a folder to save your workflow for better organization.
• Click the ‘Create’ button to finalize your workflow setup.

Now you can start adding triggers and actions to your workflow using Pabbly Connect. This is where the automation magic begins.

3. Setting Up Triggers for New Leads

In this step, you will set up a trigger to capture new leads. Select the application that will trigger the workflow when a new lead is added, such as your landing page form. Choose the ‘New Lead from Landing Page’ event from the dropdown menu.

Next, connect your landing page application to Pabbly Connect by following the instructions to set up a webhook. Copy the webhook URL provided and paste it into your landing page settings to ensure that new leads trigger the workflow.

4. Action Steps Integration with Google Sheets and WhatsApp

Once your trigger is set up, the next step involves integrating Google Sheets to check for existing leads. In the action steps, select Google Sheets and choose the ‘Lookup Spreadsheet Rows’ event to verify if the lead is already in your database.

• Connect your Google Sheets account to Pabbly Connect.
• Map the phone number field to check for existing records.
• Save and test the connection to ensure it works correctly.

If the lead exists, proceed to send a customized WhatsApp message using the WhatsApp integration within Pabbly Connect. If the lead is new, add their details to Google Sheets and send a welcome message.

5. Finalizing Your Workflow

After setting up all the necessary actions, review your workflow in Pabbly Connect. Ensure that the routing conditions are correctly configured to handle both new and repeat leads effectively.

Once everything is in place, test the entire workflow by submitting a lead through your landing page. Verify that the appropriate messages are sent via WhatsApp and that the lead details are stored correctly in Google Sheets.

Conclusion

Using Pabbly Connect, you can easily automate your lead management process and enhance customer engagement through WhatsApp. This tutorial has guided you through the steps to set up your own automated workflow, ensuring you never miss an opportunity with your leads.