Automate Emails to Health Insurance Leads Using Pabbly Connect

Learn how to automate sending emails to health insurance leads using Pabbly Connect and Facebook Lead Ads. Step-by-step tutorial included. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email Automation

To automate sending emails to health insurance leads, start by accessing Pabbly Connect. This integration platform allows you to connect various applications seamlessly. First, visit the Pabbly Connect website and sign in to your account. If you’re a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, you will see the dashboard. Click on Pabbly Connect to access the main interface. Here, you can create a workflow that will automate the process of sending emails whenever a new lead is generated through Facebook Lead Ads.

2. Creating a Workflow in Pabbly Connect

Now that you’re in Pabbly Connect, 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. Enter ‘Send Automated Email to Health Insurance Sector’s Leads’ and select a folder to save your workflow.

• Name your workflow appropriately for easy identification.
• Select the folder where you want to save this workflow.

After naming and selecting a folder, click on the ‘Create’ button. This will set up your workflow with two main sections: Trigger and Action. The Trigger is where the event happens (in this case, a new lead from Facebook Lead Ads), and the Action is what happens in response (sending an email via Gmail).

3. Setting Up the Trigger with Facebook Lead Ads

In this section, you will configure the trigger in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application and choose the event as ‘New Lead Instant’. This will ensure that every time a new lead is generated, it will trigger the workflow.

Next, click on ‘Connect’ to link your Facebook account to Pabbly Connect. You will need to authorize the connection. After authorization, select the page associated with your health insurance business, such as ‘Lifeline Insurance’, and choose the lead form you created, like ‘Health Insurance Form’. Click on ‘Save and Test Request’ to verify the connection.

4. Configuring the Action Step to Send Emails via Gmail

After successfully setting up the trigger, it’s time to configure the action step in Pabbly Connect. Select ‘Gmail’ as your action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ to link your Gmail account to Pabbly Connect and authorize the connection.

In the email setup, you will need to specify the recipient’s email address. Click on the field and map it to the email captured from the Facebook Lead Ads trigger. Also, fill in the sender’s name, email subject, and email content. For the email content, you can write a personalized message that includes the lead’s first and last name.

• Map the recipient email from the trigger step.
• Set a relevant subject line for the email.
• Compose the email body, including lead details.

After filling out these fields, click on ‘Save and Send Test Request’. You should receive a confirmation that the email has been sent successfully.

5. Testing the Automation with Pabbly Connect

To ensure everything is functioning correctly, you need to test the automation created in Pabbly Connect. Go back to the Facebook Lead Ads testing tool and generate a test lead. Fill in the required details like first name, last name, email, and phone number, then submit the form.

Once the test lead is submitted, check your Gmail account to see if the email was received. If set up correctly, you should see the email sent to the address you provided with the subject and content you specified. This confirms that your automation between Facebook Lead Ads and Gmail via Pabbly Connect is working successfully.

Conclusion

In this tutorial, we successfully automated the process of sending emails to health insurance leads using Pabbly Connect. By integrating Facebook Lead Ads with Gmail, you can ensure timely communication with potential clients. This setup not only saves time but also enhances customer engagement effectively.