Send Automated Emails via Gmail & SMS to LinkedIn Leads Using Pabbly Connect

Learn how to automate sending emails and SMS to LinkedIn leads using Pabbly Connect. This detailed guide walks you through the process step-by-step. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send automated emails and SMS to LinkedIn leads, you first need to access Pabbly Connect. Start by signing up for a free account if you haven’t already. This platform allows you to automate tasks seamlessly and connect various applications.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will find options to create workflows that connect your LinkedIn lead generation form with Gmail and your SMS application. Click on the blue button labeled ‘Create Workflow’ to begin.

2. Creating a Workflow in Pabbly Connect

In the workflow creation section of Pabbly Connect, you will need to provide a name for your automation. For this example, use a title like ‘Send Email and SMS to New LinkedIn Leads Automatically’. This helps in identifying your workflow later.

After naming your workflow, you will see two boxes for setting up a trigger and an action. The trigger is the event that starts the automation, while the action is what happens as a result. Follow these steps to set it up:

• Select ‘LinkedIn’ as the trigger application.
• Choose ‘New Lead Generation Form Response’ as the trigger event.
• Connect your LinkedIn account to Pabbly Connect.

Now, you can test the trigger to ensure it captures new leads successfully. This is crucial for the subsequent actions to work properly.

3. Sending Emails via Gmail Using Pabbly Connect

Once the trigger is set, the next step involves sending an email through Gmail. In the action box of Pabbly Connect, select Gmail as your action application and choose ‘Send Email’ as the action event. This allows you to send an email to the lead captured from the LinkedIn form.

To configure the email settings, you will need to connect your Gmail account. If this is your first time connecting, click on ‘Add a New Connection’. After connecting, fill in the required fields:

• Recipient Email: Map this to the email address captured from the LinkedIn form.
• Email Subject: Customize it to something like ‘Thank You for Submitting the Form’.
• Email Content: You can use a template and map the lead’s details into the body of the email.

After setting up the email parameters, click on ‘Save and Send Test Request’ to verify that the email is sent successfully to the new lead.

4. Sending SMS to Leads Using Pabbly Connect

The final step in this automation is to send an SMS to the same lead using an SMS application. In the action box of Pabbly Connect, select your SMS application (like Twilio) and choose ‘Send SMS’ as the action event.

Connect your SMS application account by entering the required credentials such as Account SID and Auth Token. Once connected, you can set up the SMS content. Follow these steps:

Recipient Number: Map this to the phone number captured from the LinkedIn form. SMS Body: Write a concise message, including the lead’s name and details.

After configuring the SMS settings, click on ‘Save and Send Test Request’. This will send an SMS to the lead, confirming the successful setup of your automation.

5. Final Check and Workflow Activation

After setting up both email and SMS actions in Pabbly Connect, it’s essential to test the entire workflow. You can submit a test lead through your LinkedIn form to ensure that both the email and SMS are sent as expected. This step verifies that your automation is working correctly.

If everything is functioning well, activate your workflow. From now on, every time a new lead submits the LinkedIn form, they will automatically receive an email and an SMS without any manual intervention. This is the power of automation with Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending emails and SMS to LinkedIn leads. By following the steps outlined, you can streamline your lead generation process and improve engagement effortlessly.