Real-Time Automation for Lead Conversion 📊

Learn how to automate lead conversion in real-time using Pabbly Connect, integrating Facebook Lead Ads with Google Sheets and WhatsApp for instant follow-ups. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating lead conversion, first access Pabbly Connect by navigating to Pabbly.com/connect. This platform allows you to integrate multiple applications seamlessly without any coding.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ option to create an account and get 100 free tasks every month. Existing users can simply click ‘Sign In’ to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

Once logged in, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to choose between the new beta version or the classic version for workflow creation. Select the new beta version.

• Enter your workflow name as ‘Realtime Automation for Lead Conversion’.
• Select the folder as ‘Pabbly Connect’.
• Click the ‘Create’ button to finalize your workflow.

Your workflow is now created successfully, and you can proceed to set up the trigger for your automation.

3. Setting Up the Trigger with Facebook Lead Ads

In this step, you will select Facebook Lead Ads as the trigger application in Pabbly Connect. Choose the event as ‘New Lead Instant’ to capture leads as they come in.

• Click on the ‘Connect’ button and select ‘Add New Connection’.
• Authorize Pabbly Connect to access your Facebook account.
• Select the Facebook page and lead generation form to capture the data.

After setting up the connection, click on the ‘Save and Send Test Request’ button to verify that the trigger is functioning correctly.

4. Storing Leads in Google Sheets

The next step involves integrating Google Sheets with Pabbly Connect to store the captured leads. Select Google Sheets as the action application and choose ‘Add New Row’ as the event.

Connect your Google Sheets account by clicking ‘Add New Connection’. Select the spreadsheet and map the fields to capture lead data dynamically. Click ‘Save and Send Test Request’ to confirm the integration.

Once confirmed, a new row will automatically be added to your specified Google Sheet, reflecting the new lead details.

5. Sending WhatsApp Confirmation Messages

To send instant confirmation messages via WhatsApp, select Pabbly Chatflow as the next action application in Pabbly Connect. Choose ‘Send Template Message’ as the event.

Connect your Pabbly Chatflow account and enter the required API token. Map the user’s mobile number and select the template you created for lead confirmations. Click ‘Save and Send Test Request’ to send a test message.

This setup allows you to send personalized WhatsApp messages instantly to users upon lead submission.

Conclusion: Setting Up Follow-Up Reminders

In this final step, you can add a delay action in Pabbly Connect for follow-up reminders. Select the delay app and set it for 72 hours, followed by another action in Pabbly Chatflow to send a follow-up message.

This entire automation process significantly reduces manual effort and ensures timely follow-ups with leads, enhancing your business efficiency. By utilizing Pabbly Connect, you can seamlessly integrate various applications for real-time automation of lead conversion.