Learn how to automate lead assignment using Pabbly Connect with the round robin technique. Step-by-step guide to integrate Facebook Lead Ads and WhatsApp Cloud API.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Lead Assignment Automation

To automate lead assignment using Pabbly Connect, start by accessing the platform. Pabbly Connect is the central integration tool that allows you to connect various applications seamlessly. If you are a new user, you can sign up for free, which includes 100 free tasks each month. using Pabbly Connect

Once you log in to your Pabbly Connect account, you will see the dashboard. From here, you can create workflows that will automate your lead assignments. For this process, you will need to select the ‘Create Workflow’ button, which will initiate the setup for your automation.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

Creating a Workflow in Pabbly Connect

After clicking on the ‘Create Workflow’ button in Pabbly Connect, a dialog box will appear prompting you to name your workflow. For this tutorial, name it ‘Automate Lead Assignment with Pabbly Connect Round Robin Technique’. This name will help you identify the workflow later. using Pabbly Connect

Next, you must select a folder to save your workflow. Here are the steps to follow:

  • Click on the folder selection dropdown.
  • Choose the folder named ‘Automation for Lead Management’.
  • Finally, click ‘Create’ to save your workflow.

Once your workflow is created, you will see the trigger and action windows where you can set up your automation steps using Pabbly Connect.