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This AI Agent Can Make Calls for You Automatically | Bolna.ai × Pabbly Connect

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating calls with Pabbly Connect, the first step is to access the platform. Visit the Pabbly website and sign up for a free account. This will allow you to utilize 100 free tasks each month, which is perfect for testing your setup.

After signing up, log in to your Pabbly Connect account. Here, you can create a new workflow dedicated to integrating your lead management system with Bolna.ai. This setup is crucial for automating your call process effectively.

2. Integrating Google Sheets with Pabbly Connect

The next step involves integrating Google Sheets to capture lead details automatically. When you add new lead data in your Google Sheet, Pabbly Connect will trigger the automation process. To do this, you need to set up a trigger within Pabbly Connect.

Open your Google Sheets and navigate to Extensions > Add-ons > Get add-ons.
Search for “Pabbly Webhook” and install it for free.
Refresh your Google Sheet to see the new options available.

Once the add-on is installed, you will need to configure the setup. Go to the initial setup in the add-on, enter the Webhook URL provided by Pabbly Connect, and specify the trigger column for capturing lead details.

3. Connecting Bolna.ai with Pabbly Connect

After setting up Google Sheets, the next step is to connect Bolna.ai to Pabbly Connect. This is where the AI agent will make calls based on the lead data captured. In your Pabbly workflow, choose the action to make a call using Bolna.ai.

To establish this connection, you will need to provide your Bolna.ai API token. This can be found in your Bolna.ai account settings. Once you input the token into Pabbly Connect, select the agent you want to use for making calls.

Choose the agent you created in Bolna.ai.
Map the phone number field from Google Sheets to the call action in Pabbly Connect.
Schedule the call to take place shortly after the lead data is captured.

This integration allows the AI agent to automatically call your leads, providing a seamless experience without manual intervention.

4. Finalizing Your Pabbly Connect Setup

To finalize your setup, ensure that all mappings in Pabbly Connect are correct. This includes verifying that the lead’s phone number is correctly linked to the call action. Additionally, you will want to schedule the call for a specific time, such as one minute after the lead’s data is captured.

Utilize the “Date and Formatter” feature in Pabbly Connect to add a minute to the current time. This ensures that calls are made promptly after a new lead is added. Once you have configured these settings, save your workflow.

After saving, test the workflow by adding a sample lead in Google Sheets to see if the call is initiated correctly. If everything is set up properly, your AI agent will make the call as scheduled.

5. Conclusion: Automate Your Lead Calls with Pabbly Connect

Using Pabbly Connect to integrate Google Sheets and Bolna.ai allows you to automate your lead management process effectively. This setup not only saves time but also enhances your conversion rates by ensuring timely follow-ups with potential clients.

By following the steps outlined in this tutorial, you can easily create an automated system that leverages the power of AI to handle calls, ensuring that no lead goes unattended. Start using Pabbly Connect today to streamline your operations!