Scale Your Business Fast: Automate Lead Capture, Notifications & Follow-Ups with Pabbly Connect

Learn how to automate lead capture, notifications, and follow-ups using Pabbly Connect with Google, Salesforce, Slack, and more. Scale your business effortlessly! 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 scale your business fast, you first need to access Pabbly Connect by visiting Pabbly.com in your browser. This platform is essential for automating lead capture, notifications, and follow-ups.

Once on the Pabbly website, sign in to your account. If you are a new user, you can sign up for free and get started with 100 tasks monthly. After logging in, navigate to the Pabbly Connect dashboard to create your first automation workflow.

2. Creating Your First Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’. Name your workflow as ‘Automate Lead Capture, Notification, and Follow-Ups with Pabbly’. Choose a folder to save your workflow, and then click ‘Create’. This sets up the foundation for your automation. using Pabbly Connect

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder
• Click ‘Create’

After creating the workflow, you will need to set a trigger application. For this automation, select Facebook Lead Ads as the trigger application. This will initiate the workflow whenever a new lead is captured.

3. Setting Up the Trigger with Facebook Lead Ads

To set up the trigger, select Facebook Lead Ads and choose the trigger event as ‘New Lead Instant’. Click on ‘Connect’ to link your Facebook account with Pabbly Connect. Make sure your Facebook account is logged in for easy authorization.

Next, you will need to select your Facebook page and the lead form. Use the Meta for Developers tool to find your lead form. Once selected, click ‘Save and Send Test Request’ to confirm the connection between Facebook Lead Ads and Pabbly Connect.

• Select Facebook Lead Ads as the trigger
• Choose ‘New Lead Instant’ as the trigger event
• Connect your Facebook account
• Select page and lead form

After the test request, you will see a confirmation that the connection is successful, indicating that Pabbly Connect is ready to capture leads from your Facebook ads.

4. Adding Action Steps to Google Sheets, Slack, and Salesforce

After setting up the trigger, the next step is to add the lead details to Google Sheets. Select Google Sheets as the action application and choose ‘Add New Row’ as the action event. Connect your Google account and grant permissions. using Pabbly Connect

Next, select the spreadsheet where you want to store the lead details. Use the mapping feature to ensure the lead’s first name, last name, email, and phone number are dynamically added to the spreadsheet. After mapping the fields, click ‘Save and Send Test Request’ to confirm that the lead details are added successfully.

Select Google Sheets as the action application Choose ‘Add New Row’ as the action event Connect your Google account Map the lead details to the spreadsheet

Once confirmed, you can proceed to notify your team on Slack by selecting Slack as the next action application. Choose ‘Send Channel Message’ and connect your Slack account to send a message with the lead details.

5. Sending Confirmation and Follow-Up Emails Using Gmail

After notifying your team, you can set up email notifications using Gmail. First, select Gmail as the action application and choose ‘Send Email’ as the action event. Connect your Gmail account and fill in the details for the confirmation email, including the recipient’s email address and content.

For personalization, map the recipient’s name in the email content. After setting this up, click ‘Save and Send Test Request’ to ensure the email is sent successfully. To automate follow-ups, add a delay step, and then repeat the process to send a follow-up email after a specified period.

Select Gmail as the action application Choose ‘Send Email’ as the action event Map the recipient’s email and name Add a delay step for follow-up emails

Once all steps are completed, your workflow will automatically handle lead capture, notifications, and follow-ups, allowing you to scale your business efficiently with Pabbly Connect.

Conclusion

With Pabbly Connect, you can effortlessly automate lead capture, notifications, and follow-ups using applications like Google Sheets, Salesforce, Slack, and Gmail. This seamless integration enhances your business efficiency and allows for rapid scaling.