Automate Lead Assignment with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead assignment using Pabbly Connect with the round robin technique. Follow this detailed tutorial for step-by-step instructions. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating lead assignment, access Pabbly Connect by visiting their official website. If you’re a new user, you can sign up for free, which includes 100 tasks each month.

Once signed in, you will be directed to the Pabbly Connect dashboard. From here, you can create workflows that automate tasks between different applications, such as Facebook Lead Ads and your team management tools.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate lead assignment using the round robin technique. Begin by clicking on the ‘Create Workflow’ button in the top right corner of your dashboard. using Pabbly Connect

• Enter a name for your workflow, such as ‘Automate Lead Assignment with Pabbly Connect Round Robin Technique.’
• Select a folder to save your workflow.
• Click on ‘Create’ to finalize your workflow setup.

Your workflow is now created and is ready for setting up triggers and actions that will automate the lead assignment process.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. Click on the trigger application and select ‘Facebook Lead Ads’ as your trigger application.

For the trigger event, choose ‘New Lead Instant.’ This allows Pabbly Connect to capture new leads generated through your Facebook ads automatically. After that, connect your Facebook account to Pabbly Connect by clicking on ‘Connect’ and following the authentication process.

4. Configuring Round Robin Assignment in Pabbly Connect

Now that your trigger is set, it’s time to configure the round robin technique for lead assignment. For this, you will use the ‘Number Formatter by Pabbly’ as your action application. using Pabbly Connect

• Select ‘Counter’ as the action event.
• Set the initial value to 1, operation to increment, and change by value to 1.
• Set the final value to 3 to represent the number of team members.

This configuration allows leads to be assigned sequentially to each team member, ensuring an even distribution of workload.

5. Sending WhatsApp Notifications with Pabbly Connect

The final step is to send notifications to your team members via WhatsApp. Use the ‘WhatsApp Cloud API’ as your action application to send template messages to your team members. using Pabbly Connect

Make sure to connect to the WhatsApp Cloud API by providing the necessary token and account information. Then, select the template you created for lead notifications and fill in the required fields, such as the recipient’s mobile number and lead details.

After setting everything up, test the workflow to ensure that WhatsApp messages are sent successfully to your team members whenever a new lead is assigned.

Conclusion

In this tutorial, we explored how to automate lead assignment using Pabbly Connect with the round robin technique. By following these steps, you can ensure efficient lead distribution among your team members, enhancing response times and productivity.