Automate Lead Nurturing with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead nurturing from Facebook ads to Google Contacts, Gmail, and WhatsApp using Pabbly Connect. Follow this detailed tutorial for effective integration.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To start using Pabbly Connect, first, navigate to the Pabbly Connect website and log in to your account. If you do not have an account, you can sign up for free, which will allow you to create workflows with 100 tasks each month.

Once logged in, click on the ‘Create Workflow’ button to begin. A window will pop up where you can name your workflow. For this tutorial, name it ‘Best Lead Nurturing Automation for Facebook Leads’ and select the appropriate folder to save it. Click on ‘Create’ to proceed.

2. Configuring Trigger Application: Facebook Lead Ads

The first step in your workflow is to configure the trigger application, which will be Pabbly Connect integrating with Facebook Lead Ads. Search for ‘Facebook Lead Ads’ in the trigger application section and select it.

• Choose the trigger event as ‘New Lead Instant’.
• Connect your Facebook account by clicking on ‘Connect’ and then ‘Add New Connection’.
• Select your Facebook page and lead generation form.

After selecting your options, click on ‘Save and Send Test Request’ to ensure that the connection is successful. This will allow Pabbly Connect to capture new leads from your Facebook ads.

3. Creating Google Contacts from Facebook Leads

After setting up the trigger, the next step is to create a new contact in Google Contacts using the lead information captured by Pabbly Connect. Search for ‘Google Contacts’ in the action application section and select it.

Set the action event to ‘Create Contact’ and connect your Google account. You will need to allow access to your Google account to proceed. Once connected, you will need to map the fields from the Facebook lead data to the Google Contacts fields.

• Map the first name and last name from the lead’s full name.
• Map the email address and phone number accordingly.

Once all details are mapped correctly, click on ‘Save and Send Test Request’ to create the contact. This ensures that every new lead from Facebook is automatically added to your Google Contacts through Pabbly Connect.

4. Sending Emails with Gmail

Next, you will set up an action to send a personalized email to the new lead using Gmail. Search for ‘Gmail’ in the action application section and select it. Choose ‘Send Email’ as the action event.

Connect your Gmail account and authorize access. Fill in the recipient’s email address, which you will map from the Facebook lead data. Customize the email subject and content to engage your lead effectively.

Set the subject to something engaging like ‘Excited to Help You with Your Finances’. Map the lead’s name in the email content for personalization.

After filling out all the necessary fields, click on ‘Save and Send Test Request’ to send the email. This step ensures that every new lead receives a personalized email automatically through Pabbly Connect.

5. Sending WhatsApp Messages via WhatsApp Cloud API

The final action in your workflow is to send a personalized WhatsApp message to the new lead using the WhatsApp Cloud API. Search for ‘WhatsApp Cloud API’ in the action applications and select it.

Choose ‘Send Template Message’ as the action event. Connect your WhatsApp Cloud API account by providing the required token, phone number ID, and WhatsApp business account ID. Ensure you follow the guidelines to set up your WhatsApp Cloud API account correctly.

Select your pre-approved message template for sending messages. Map the lead’s phone number and name for personalization.

After configuring all fields, click on ‘Save and Send Test Request’ to send the WhatsApp message. This integration allows Pabbly Connect to maintain consistent communication with your leads across multiple channels.

Conclusion

This tutorial demonstrated how to automate lead nurturing using Pabbly Connect by integrating Facebook Lead Ads with Google Contacts, Gmail, and WhatsApp. By following these steps, you can ensure your leads are managed efficiently and receive timely communication, enhancing your chances of conversion.