Learn how to automate follow-up emails to LinkedIn leads with Pabbly Connect, integrating Google Sheets and Gmail for efficient lead management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start using Pabbly Connect, visit the Pabbly website and sign in or create a new account. This platform is essential for automating your workflows, especially for sending follow-up emails to LinkedIn leads.
Once logged in, navigate to the dashboard where you can create a new workflow. This is where you will set up the integration between your Google Sheets and Gmail. Follow these steps to create your automation:
- Sign in to Pabbly Connect.
- Click on ‘Create Workflow’ to begin.
Once you create a workflow, you can name it appropriately, such as ‘Send Automated Follow-Up Emails to LinkedIn Leads.’ This sets the stage for the subsequent steps in your automation process.
2. Setting Up the Trigger in Pabbly Connect
The first step in your automation is to set up a trigger using Pabbly Connect. This trigger will initiate the workflow at a specified time each day. For this, select the ‘Schedule Workflow’ trigger event.
Configure the scheduling settings to run daily at a specific time, such as 10:00 AM. Make sure to save these settings to ensure your workflow runs as planned. Here’s how to set it up:
- Choose ‘Schedule Workflow’ as the trigger event.
- Set the interval to ‘Every Day’ and select your preferred time.
After saving these trigger settings, you can proceed to the next step, which is to look up the leads in your Google Sheets who have not replied to your previous emails.
3. Looking Up Leads in Google Sheets
Next, in your Pabbly Connect workflow, you will add an action step to look up leads in your Google Sheets. This step is crucial as it identifies which leads require follow-up emails based on their status.
For this action, select Google Sheets as the application and choose the action event ‘Look Up Spreadsheet Rows V2.’ Connect your Google Sheets account to Pabbly Connect, and select the spreadsheet where your leads are stored. Here’s how to set it up:
Connect Google Sheets to Pabbly Connect. Select the spreadsheet and specify the lookup value as ‘Not Replied’. Set the lookup column to the one containing the lead status.
After configuring these settings, you will receive the leads that need follow-up emails based on their status in the Google Sheets.
4. Sending Follow-Up Emails via Gmail
After identifying the leads who need follow-ups, the next step is to send emails through Gmail using Pabbly Connect. For this, add another action step and select Gmail as the application.
Choose the action event ‘Send Email V1’ and connect your Gmail account to Pabbly Connect. Map the email addresses from the previous step to ensure the follow-up emails are sent to the correct leads. Here’s the setup process:
Connect Gmail to Pabbly Connect. Map the recipient’s email address and set the email subject and body.
After setting up the email content, you can save and test the request to ensure the emails are sent correctly. This automation ensures that all leads who haven’t replied are engaged effectively.
5. Conclusion
In this tutorial, we explored how to automate follow-up emails to LinkedIn leads using Pabbly Connect. By integrating Google Sheets and Gmail, you can efficiently manage your lead follow-ups and ensure timely communication.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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This automation not only saves time but also enhances your outreach efforts, allowing you to focus on growing your consulting business. Utilize Pabbly Connect to streamline your processes and never miss an opportunity to engage with potential clients.