Automate Emails to Health Insurance Leads Using Pabbly Connect

Learn how to automate email responses to health insurance leads using Pabbly Connect with Facebook Lead Ads and Gmail integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin integrating applications for automating email responses, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website. If you are a new user, you can sign up for free and enjoy 100 free tasks every month.

As an existing user, simply sign in to your Pabbly Connect account. Once logged in, you will see the dashboard where you can initiate the integration process. This platform is essential for connecting Facebook Lead Ads with Gmail.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, the next step is to create a workflow. Click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear asking for a workflow name.

• Name your workflow, e.g., ‘Send Automated Email to Health Insurance Leads’.
• Select a folder to save your workflow, such as ‘Facebook Lead Ads Automations’.
• Click on the ‘Create’ button to finalize the workflow setup.

Your workflow is now created, and you will see two main sections: Trigger and Action. This is where you will define the automation process using Pabbly Connect.

3. Setting Up Trigger with Facebook Lead Ads

The first step in your workflow is to set up the trigger using Facebook Lead Ads. In the trigger application section, select ‘Facebook Lead Ads’ and choose the event as ‘New Lead Instant’. This ensures that every time a new lead is generated, it will trigger the action.

Next, click on ‘Connect’ to establish the connection between Facebook Lead Ads and Pabbly Connect. You will need to authorize your Facebook account, select your business page (e.g., ‘Lifeline Insurance’), and choose the lead generation form (e.g., ‘Health Insurance Form’).

• Authorize the connection by clicking on ‘Connect with Facebook Lead Ads’.
• Select the appropriate page and lead form for your ads.
• Click on ‘Save and Test Request’ to verify the setup.

After completing this step, you can perform a test lead submission to check if Pabbly Connect captures the new lead correctly.

4. Testing the Trigger Setup in Pabbly Connect

To confirm that your trigger is working, you will need to generate a test lead. Open a new tab and go to the Meta for Developers page. Here, locate the Lead Ads Testing Tool, select your page and form, and fill in the lead details such as first name, last name, email, and phone number.

After completing the form, click on ‘Continue’ and then ‘Submit’ to send the test lead. Once submitted, return to your Pabbly Connect workflow to see if the response has been captured. You should see the details of the test lead in the workflow.

Fill in the test lead information accurately. Verify that the lead details appear correctly in Pabbly Connect. Ensure the trigger setup is functioning as expected.

If everything is set up correctly, you will see the captured response from the test lead in Pabbly Connect.

5. Setting Up Action with Gmail in Pabbly Connect

With the trigger successfully configured, the next step is to set up the action using Gmail. In the action application section, select ‘Gmail’ and choose the action event as ‘Send Email V1’. This will automate the email sending process to the leads captured.

Click on ‘Connect’ to connect your Gmail account to Pabbly Connect. Authorize the connection, and then you will need to fill in the email details such as recipient email address, subject, and email content. For the recipient’s email, you can map the email address captured from the previous step.

Map the recipient email address from the trigger step. Enter the email subject and content as per your requirements. Click on ‘Save and Send Test Request’ to finalize the setup.

After sending the test email, check your Gmail account to ensure the email has been received. This confirms that the automation between Facebook Lead Ads and Gmail via Pabbly Connect is functioning properly.

Conclusion

In this tutorial, we demonstrated how to automate email responses to health insurance leads using Pabbly Connect with Facebook Lead Ads and Gmail integration. By following these steps, you can streamline your lead management process effectively.