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Use AI and Assign Leads to Sales Team Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating lead assignments, you must access Pabbly Connect. Begin by opening a new tab and navigating to Pabbly’s website. You can either sign in or create a new account if you’re a first-time user.

Once logged in, you will have access to the Pabbly Connect dashboard. Here, you can create workflows that integrate various applications. Make sure to familiarize yourself with the interface to ease the process of setting up your automation.

2. Creating Your Workflow in Pabbly Connect

Now that you are in Pabbly Connect, the next step is to create a workflow that automates lead assignment. Click on the “Create Workflow” button to start. You will be prompted to name your workflow; for this tutorial, we will name it “Automatic Lead Assignment System”.

Select your desired folder for workflow storage.
Press the “Create” button to proceed.

After creating the workflow, you will see an empty canvas to build your automation. This is where the real action happens as you will set up triggers and actions that integrate various applications.

3. Setting Up the Trigger with Facebook Lead Ads

The first step in your workflow is to set up a trigger using Facebook Lead Ads. In Pabbly Connect, click on the plus button to add a trigger application. Select “Facebook Lead Ads” as your trigger application and choose the event “New Lead Instant”.

Next, you need to create a connection between Facebook and Pabbly Connect. Click on the “Connect” button and select “Add New Connection”. Log into your Facebook account to allow Pabbly Connect access. Once connected, select the relevant Facebook page and lead form to capture leads.

4. Assigning Leads Using OpenAI

With the trigger set, the next step is to assign leads to your sales team using OpenAI. Click the plus button again and search for OpenAI as your action application. Select the action event that allows you to generate a prompt for lead assignment.

Create a new connection to OpenAI by adding your API key.
Input a detailed prompt for the AI to assign leads in a round-robin manner.

This prompt will instruct OpenAI on how to assign leads to your sales team, ensuring that no one is overloaded with too many leads. After configuring the prompt, save your settings to test the integration.

5. Updating Google Sheets with Assigned Leads

In this final step, you will use Pabbly Connect to update your Google Sheets with the newly assigned leads. Click on the plus button, select Google Sheets, and choose the action event “Add New Row”.

Connect your Google Sheets account by selecting “Add New Connection” and logging in. Once connected, specify the spreadsheet and sheet where you want to add the new lead information. Map the fields from the previous steps to ensure all necessary data is captured accurately.

Conclusion

In this tutorial, we demonstrated how to automate lead assignments using Pabbly Connect with Facebook Lead Ads, OpenAI, and Google Sheets. By following these steps, you can streamline your lead management process and ensure efficient assignment across your sales team.