Learn how to use Pabbly Connect to automate calling every new lead within 10 minutes using VAPI AI. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for Lead Automation
To begin automating calls to your leads, you need to set up Pabbly Connect. Access Pabbly Connect by visiting the official website and logging into your account. If you don’t have an account, you can sign up for free and get started with 100 free tasks per month.
Once logged in, navigate to the dashboard where you can create a new workflow. This is where you will set up the automation that triggers calls to your leads after they are generated. Click on the ‘Create Workflow’ button to start.
2. Integrating Facebook Lead Ads with Pabbly Connect
For the first step in our automation, we will integrate Facebook Lead Ads with Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant’. This will allow Pabbly Connect to capture new leads as they come in.
- Click on the ‘Connect’ button to link your Facebook account.
- Select the appropriate Facebook page and lead form to pull data from.
- Test the connection to ensure Pabbly Connect is receiving lead data correctly.
After setting up the trigger, you will see a confirmation that your Facebook Lead Ads are now connected to Pabbly Connect. This integration allows for seamless lead management and ensures you never miss an opportunity.
3. Sending SMS Notifications via Twilio
Once a new lead is generated, the next step is to notify them via SMS using Twilio integrated with Pabbly Connect. Add an action step and select Twilio as your action application, then choose the ‘Send SMS’ event.
- Connect your Twilio account by entering the Account SID and Auth Token.
- Compose the SMS message. For example: ‘Hello, thanks for your interest. We’ll be connecting with you in the next 10 minutes to assist you.’
- Map the recipient’s phone number from the previous step to ensure the SMS goes to the correct lead.
After configuring your SMS settings, click on the ‘Save and Send Test Request’ button. This will send a test SMS to verify that everything is working correctly through Pabbly Connect.
4. Adding a Delay Before the Call
To ensure the call happens 10 minutes after the SMS notification, you need to add a delay in your Pabbly Connect workflow. Create a new action step and select ‘Delay by Pabbly’ as the application.
Set the delay time to 10 minutes. This is crucial for managing the timing of your lead call. Click on the ‘Save and Send Test Request’ button to confirm the delay is set correctly.
Now, after the SMS is sent, Pabbly Connect will wait for 10 minutes before proceeding to the next action, ensuring a smooth lead follow-up process.
5. Making the AI Call with VAPI
Finally, to automate the call to your lead, you will integrate VAPI with Pabbly Connect. Add a new action step and select VAPI as the application, then choose the ‘Create Outbound Phone Call’ event.
Connect your VAPI account by entering the required API key. Next, configure the call settings by mapping the phone number and the assistant ID that will handle the call. This ensures that the AI will communicate effectively with your lead.
Click on the ‘Save and Send Test Request’ button to initiate a test call. This will demonstrate how the AI interacts with your lead, answering their questions and providing information about your services. With Pabbly Connect, this process becomes fully automated and efficient.
Conclusion
By using Pabbly Connect, you can effortlessly automate the process of calling every new lead within 10 minutes. This integration with Facebook Lead Ads, Twilio, and VAPI ensures you maximize your lead engagement without manual effort. Start automating today!
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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