The Perfect Lead Management System for Small Businesses (Full Tutorial)

Learn how to create an efficient lead management system for small businesses using Pabbly Connect to integrate Facebook, HubSpot CRM, Google Sheets, and WhatsApp. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Management

To create a lead management system for small businesses, the first step is accessing Pabbly Connect. This platform is crucial for integrating various applications like Facebook, HubSpot CRM, Google Sheets, and WhatsApp.

Open your browser and navigate to Pabbly.com/connect. You will see options to either sign in or sign up for free. New users can sign up to get 100 free tasks every month, while existing users can log in to their accounts.

2. Setting Up Your Workflow in Pabbly Connect

Once logged in, you can create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button and select the beta workflow builder. Name your workflow, such as ‘Lead Management Automation for Small Businesses’ and choose a folder for organization.

• Click on the ‘Add Trigger’ button.
• Select ‘Facebook Lead Ads’ as your trigger application.
• Choose the event ‘New Lead Instant’.

After selecting your trigger, you will need to connect your Facebook account. Ensure you are logged in to the correct account to facilitate this connection smoothly.

3. Capturing Leads from Facebook

With Pabbly Connect set up, the next step is to capture leads from Facebook. For testing, use the Facebook Lead Ads testing tool to fill out the form with details like name, email, and phone number.

After submitting the form, you can check if the details have been captured correctly in your workflow. This can be verified by viewing the responses in Pabbly Connect, ensuring that all the data fields are accurate.

4. Integrating Google Sheets and Slack

The next step in your lead management system is integrating Google Sheets and Slack using Pabbly Connect. For Google Sheets, add a new action step and select it as your action app, choosing the event ‘Add New Row’.

• Connect your Google account and select the spreadsheet where you want to store the leads.
• Map the fields from Facebook leads to your Google Sheet, ensuring all details are recorded accurately.

For Slack integration, add another action step, select Slack, and choose ‘Send Channel Message’ as the event. Connect to your Slack account and configure the message to notify your team about new leads.

5. Adding HubSpot CRM and Sending WhatsApp Messages

Next, use Pabbly Connect to add leads to HubSpot CRM. Select HubSpot CRM as your action app and choose ‘Create Contact’ as the event. Map the lead details from Facebook to HubSpot fields.

Finally, integrate WhatsApp by selecting the WhatsApp Cloud API as your action app. Choose ‘Send Template Message’ and connect your WhatsApp account. Map the necessary fields to personalize the message sent to leads.

Conclusion

In summary, using Pabbly Connect, small businesses can create a robust lead management system that integrates Facebook, HubSpot CRM, Google Sheets, and WhatsApp. This automation streamlines lead capture, team notifications, and customer communication effectively, enhancing overall business efficiency.