Learn how to build an AI salesman in just 10 minutes using Pabbly Connect to integrate Google Sheets and Bola AI effortlessly. 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 Your AI Salesman

To create an AI salesman, you first need to access Pabbly Connect. Open a new tab and navigate to Pabbly.com/connect. This is where you will set up your automation.

If you are a new user, sign up for a free account to explore the features of Pabbly Connect. You will receive 100 free tasks every month, which is perfect for testing your automation setup.


2. Setting Up Google Sheets Integration with Pabbly Connect

The first step in creating your AI salesman is to set up Google Sheets in Pabbly Connect. This will act as your data source for leads. In your Pabbly Connect dashboard, create a new workflow.

For the trigger application, select Google Sheets and the event as ‘New or Updated Spreadsheet Row.’ Click the connect button to establish the connection. Follow the on-screen instructions to copy the webhook URL provided by Pabbly Connect.

  • Go to your Google Sheets and install the Pabbly Connect Webhooks add-on.
  • Paste the copied webhook URL into the add-on setup.
  • Set the trigger column to the one where you will be entering phone numbers.

Once you have completed these steps, your Google Sheets will be connected to Pabbly Connect, ready to capture new lead data automatically.


3. Creating Your AI Salesman with Bola AI

Next, you need to set up your AI salesman using Bola AI. In Pabbly Connect, add an action step and select Bola AI as the application, with the event set to ‘Make Phone Call.’ This step allows you to initiate calls using your AI agent.

To connect Bola AI, you will need an API key. Log into your Bola AI account, navigate to the developers section, and create a new API key. Copy this key and return to Pabbly Connect to paste it into the connection setup.

  • Select the AI agent you created for your business.
  • Map the recipient’s phone number from the Google Sheets trigger response.
  • Schedule the call by adding a delay using the date/time formatter in Pabbly Connect.

By following these steps, your AI salesman will be set up to call leads automatically, answering their queries effectively.


4. Testing Your AI Salesman Integration

After setting up both Google Sheets and Bola AI, it’s time to test your AI salesman. Enter a new lead’s information in your Google Sheets, including their name, email, and phone number.

Once you have added the lead data, check your Pabbly Connect workflow. You should see the trigger activated, and the AI salesman will initiate a call to the provided phone number.

Ensure the call is scheduled correctly and that the AI responds as programmed. Test with multiple leads to confirm consistent performance.

Testing is crucial to ensure that your Pabbly Connect setup works seamlessly and that your AI salesman can effectively convert leads into customers.


5. Conclusion: Build Your AI Salesman with Pabbly Connect

In this tutorial, you learned how to create an AI salesman in just 10 minutes using Pabbly Connect to integrate Google Sheets and Bola AI. This powerful automation allows you to manage leads efficiently and convert them into customers.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

By following the steps outlined, you can replicate this process for your business, enhancing your sales capabilities without any coding skills required. Start using Pabbly Connect today to automate your workflows and improve your sales processes.