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Reactivate Dead Leads with AI WhatsApp Automation

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Lead Automation

In this tutorial, we will explore how Pabbly Connect can automate lead follow-ups through WhatsApp using Google Sheets. This process helps businesses re-engage cold leads consistently.

Many businesses generate leads but fail to convert them due to inconsistent follow-ups. With Pabbly Connect, you can automate these follow-ups, ensuring no lead is left unattended.

2. Setting Up Your Pabbly Connect Account

To start using Pabbly Connect, navigate to the Pabbly Connect dashboard. If you are a new user, click on the ‘Sign Up Free’ button to create your account.

Visit the Pabbly Connect website.
Click ‘Sign Up Free’ and complete the registration.
Log in to your account to access the dashboard.

Once logged in, you will find the option to create workflows. This is where you will set up the automation for your lead follow-ups using Pabbly Connect.

3. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. Select ‘Scheduler by Pabbly’ as your trigger application.

Next, configure the scheduler to run daily at a specific time. For instance, set it to trigger at 1:55 PM. This will allow Pabbly Connect to initiate the workflow automatically at your desired time.

Choose the frequency of the trigger (daily, hourly, etc.).
Set the exact time for the workflow to trigger.

After setting up the trigger, you will need to select Google Sheets as your action application to fetch leads from your sheet.

4. Fetching Leads from Google Sheets

In this step, you will configure Pabbly Connect to retrieve leads from your Google Sheets. Choose the ‘Get Rows’ event to fetch all lead details.

Connect your Google Sheets account by selecting ‘Add New Connection’ and signing in with your Google credentials. After successful connection, select your spreadsheet and the specific sheet containing the leads.

Select the spreadsheet name from the dropdown.
Choose the specific sheet where your leads are stored.

Once configured, Pabbly Connect will fetch the lead data, which you can then process further in the workflow.

5. Sending WhatsApp Messages to Reactivate Leads

After fetching leads, the next step is to filter out inactive leads and send them WhatsApp messages. Use the ‘Filter’ action in Pabbly Connect to identify leads with a status of “no response”.

Once the filter is set up, select ‘Pabbly Chatflow’ as the action application to send WhatsApp messages. Configure the message content dynamically using mapped data from the leads.

Map the phone number and name of the lead in the message.
Customize the message to make it engaging and relevant.

This setup will ensure that every inactive lead receives a follow-up message via WhatsApp, helping to reactivate potential customers effectively using Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate lead follow-ups using Pabbly Connect with Google Sheets and WhatsApp. By implementing this system, you can ensure consistent engagement with your leads, ultimately increasing your conversion rates.