Use This Automation & Send Workout Tips to Every New Lead

Learn how to automate sending workout tips to every new lead using Pabbly Connect and Pabbly Connect. Follow our step-by-step guide for seamless integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start automating the process of sending workout tips to every new lead, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect website, where you can sign in or create a new account if you are a first-time user.

After logging in, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button located in the top right corner. This action will allow you to initiate the setup for your automation process.

2. Creating a Workflow in Pabbly Connect

In the workflow creation process, you will need to choose between creating from scratch or using AI. For this tutorial, select the option to create from scratch. You will then be prompted to name your workflow; name it ‘Send Workout Tips to Every New Lead’.

• Select a folder to save your workflow.
• Press the ‘Create’ button to proceed.
• Click on ‘Add Trigger’ to select your trigger application.

For the trigger application, search for and select ‘JotForm’. Choose ‘New Response’ as the event, which will trigger the workflow whenever a new form response is received. This setup is crucial as it links your form submissions to Pabbly Connect.

3. Integrating JotForm with Pabbly Connect

After selecting JotForm as your trigger application, you will receive a webhook URL from Pabbly Connect. Copy this URL, as you will need it to integrate with JotForm. Navigate to your JotForm account, select the form you created, and go to the settings.

• In settings, select ‘Integrations’.
• Search for and select ‘Webhook’.
• Paste the copied webhook URL and complete the integration.

This integration allows Pabbly Connect to receive data from JotForm whenever a new lead fills out the form, enabling the automation process to start effectively.

4. Creating Leads in Salesforce via Pabbly Connect

With the JotForm integration set up, the next step is to configure the action application. Click on the plus button in Pabbly Connect to add Salesforce as your action application. Select ‘Create Lead’ as the event.

You will then need to connect your Salesforce account. If this is your first time, choose ‘Add New Connection’ and log into Salesforce to authorize Pabbly Connect. After establishing the connection, you can map the fields from the JotForm response to Salesforce fields.

Map the first name, last name, and email fields from JotForm to Salesforce. Fill in the company name and phone number as required. Press ‘Save and Send Test Request’ to ensure the lead is created successfully.

Once you have mapped all necessary fields, your leads will be automatically created in Salesforce whenever a new response is recorded in JotForm, showcasing the efficiency of Pabbly Connect.

5. Sending SMS with Twilio through Pabbly Connect

The final step is to send an SMS to the new lead using Twilio. Add Twilio as another action application in Pabbly Connect. Select ‘Send SMS’ as the event. You will need to connect your Twilio account by providing your Account SID and Auth Token.

After connecting, you can compose the SMS message. For example, include a personalized greeting and provide workout tips based on the lead’s preferences. Map the recipient’s phone number from the JotForm response to ensure the SMS is sent to the correct lead.

Enter the SMS body with personalized workout tips. Map the sender number from your Twilio account. Press ‘Save and Send Test Request’ to confirm the SMS is sent successfully.

This integration allows you to provide instant value to your leads, enhancing their experience and increasing engagement through Pabbly Connect.

Conclusion

By following these steps, you can effectively automate sending workout tips to every new lead using Pabbly Connect and Pabbly Form Builder. This automation not only saves time but also helps in maintaining engagement with your leads.