Send Personalized SMS to New Leads Automatically

Learn how to use Pabbly Connect to send personalized SMS to new leads automatically. Follow our step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To send personalized SMS to new leads automatically, you first need to access Pabbly Connect. If you are a new user, open a new tab and search for pabbl.com/connect in your browser. This will take you to the Pabbly Connect landing page.

In the top right corner, click on the ‘Sign Up for Free’ option. This allows you to explore Pabbly Connect with 100 free tasks every month, enabling you to send up to 100 SMS messages without any cost. Once you’re familiar with the platform, consider subscribing for additional features.

2. Create a Workflow in Pabbly Connect

After signing up, navigate to the workflow builder inside Pabbly Connect. This is where you will create your automation workflow. The workflow consists of triggers and actions, which are essential for the process.

• Click on the ‘Add Trigger’ button.
• Search for ‘Facebook’ and select ‘Facebook Lead Ads’ as the trigger application.
• Choose the event as ‘New Lead Instant’.

Once you’ve set this up, click on ‘Connect’. If you have previously created a connection, select the existing one. Otherwise, create a new connection to link your Facebook account with Pabbly Connect.

3. Set Up Facebook Connection in Pabbly Connect

Ensure your Facebook account is logged in before proceeding with the connection. Click on ‘Continue’ to connect your Facebook Lead Ads account to Pabbly Connect. Select the Facebook page you want to use for leads; for example, choose ‘Prime Properties’.

Next, select the lead form you want to automate. In this case, select the ‘Real Estate Lead Form’. Make sure to set the response format to ‘Advanced’ and click on ‘Save and Send Test Request’. This action will capture the webhook response from Facebook.

4. Capture Lead Data and Send SMS

After saving the test request, Pabbly Connect will indicate that it is waiting for a webhook response. Open a new tab and go to the Meta for Developers site. Use the Lead Ads Debug Tool to create a lead.

• Select the same Facebook page and lead form you used in Pabbly Connect.
• Click on ‘Create Lead’ to generate a test lead.

Return to Pabbly Connect to see the captured lead data. This data will be used to send an automated SMS to the new lead.

5. Send Personalized SMS Using Twilio

Now, add a new action step in Pabbly Connect by searching for Twilio and selecting it. For the event, choose ‘Send SMS Message’ and click on ‘Connect’. If you have an existing connection, select it; otherwise, create a new connection by entering your Twilio account SID and authorization token.

Once connected, specify the SMS body. To personalize the message, use the mapping feature to insert the lead’s name dynamically. For example, your message could say: ‘Hi [Lead Name], thank you for your interest in our properties.’ Finally, input the recipient’s phone number and click on ‘Save and Send Test Request’ to send the SMS.

Conclusion

Using Pabbly Connect, you can seamlessly automate sending personalized SMS to new leads. This tutorial provided a step-by-step guide on setting up the integration with Facebook and Twilio, ensuring you can engage with your leads effectively. Start using Pabbly Connect today to enhance your lead management process!