Automate Emails and SMS for Facebook Leads Using Pabbly Connect

Learn how to automate sending emails and SMS for Facebook leads using Pabbly Connect. This tutorial covers setup and integration steps in detail. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending emails and SMS for Facebook leads, start by accessing Pabbly Connect. This integration platform allows you to connect Facebook Leads with Gmail and SMS services seamlessly.

Visit the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. Here, you can sign up for a free account or log in if you are an existing user. New users get 100 free tasks monthly to explore the platform.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner.

• Name your workflow, for example, ‘Send Email and SMS to Facebook Leads Automatically’.
• Select a folder to save your workflow, such as ‘Test Integrations’.
• Click on ‘Create’ to proceed.

After creating the workflow, you will see options for setting up triggers and actions. This is where you will define how Pabbly Connect will respond to new Facebook leads.

3. Setting Up Facebook Leads as Trigger

In this step, you will set Facebook Leads as the trigger for your workflow in Pabbly Connect. Select ‘Facebook Lead Ads’ from the trigger application options.

Choose the trigger event as ‘New Lead Instant’. This means the workflow will activate every time a new lead is generated. Click on ‘Connect’ and choose to add a new connection to link your Facebook account.

• Authorize the connection by logging into your Facebook account.
• Select your Facebook page and associated lead form.
• Click on ‘Save and Send Test Request’ to confirm the connection.

After the test request, you can now capture lead details directly through Pabbly Connect.

4. Sending Automated Emails via Gmail

Next, configure the action to send emails using Gmail through Pabbly Connect. Select ‘Gmail’ as the action application and choose ‘Send Email’ as the action event.

Connect your Gmail account by selecting ‘Add New Connection’ and provide the necessary permissions. Once connected, you will need to fill in the email details:

Map the recipient’s email address using the data captured from the Facebook lead. Enter a static sender name and subject for the email. Compose the email content, including mapped variables for personalization.

After configuring the email settings, click on ‘Save and Send Test Request’ to verify that the email is sent successfully.

5. Sending SMS via Twilio

The final step is to send an SMS to the Facebook lead using Twilio through Pabbly Connect. Select ‘Twilio’ as the action application and choose ‘Send SMS’ as the action event.

Connect your Twilio account by entering your Account SID and Auth Token. You can find these details in your Twilio dashboard. Fill in the required fields for the SMS:

Enter the sender number provided by Twilio. Map the recipient’s number using the lead’s phone number captured from Facebook. Compose the SMS body, ensuring to include mapped variables for personalization.

Once everything is set, click on ‘Save and Send Test Request’ to send the SMS and confirm the integration works as expected.

Conclusion

By following these steps, you can effectively automate sending emails and SMS to new Facebook leads using Pabbly Connect. This integration not only saves time but also enhances your lead engagement strategy.