Automate Lead Nurturing Workflow with Pabbly Connect

Learn how to automate lead nurturing using Pabbly Connect with WhatsApp, Google Sheets, and Zoho CRM. Step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your lead nurturing workflow, first, access Pabbly Connect. Open a new tab and navigate to the Pabbly Connect website, where you will find options to sign in or sign up for free.

If you don’t have an account, click on the ‘Sign up for free’ button. This process takes only a few minutes. Once you have signed up, you will receive 100 free tasks every month. After logging in, you will see the Pabbly Connect dashboard where you can create and manage your workflows.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow to automate the lead nurturing process. Click on the ‘Create Workflow’ button on the dashboard. A window will pop up prompting you to name your workflow. Name it ‘Automate Lead Nurturing Workflow’ to reflect your objective.

• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize your workflow setup.
• You will be directed to the workflow configuration page where you can set triggers and actions.

This is where you will set up the trigger application as Facebook Lead Ads, which will initiate the workflow whenever a new lead is generated. This process connects Facebook Lead Ads with Pabbly Connect to ensure seamless automation.

3. Setting Up the Trigger for Facebook Lead Ads

Once your workflow is created, the next step is setting up the trigger. Select ‘Facebook Lead Ads’ as your trigger application. Choose the trigger event as ‘New Lead Instant’ to capture new leads as they come in.

After selecting the trigger, click on ‘Connect’ to establish a connection between Facebook Lead Ads and Pabbly Connect. You will need to authenticate your Facebook account, allowing Pabbly Connect to access your lead data.

• Select the Facebook page associated with your lead generation.
• Choose the lead generation form you want to use.
• Click on ‘Save’ to finalize your trigger setup.

With this setup, every new lead generated through your Facebook Lead Ads will trigger the workflow in Pabbly Connect, enabling further actions such as adding the lead to Google Sheets and Zoho CRM.

4. Adding Leads to Google Sheets via Pabbly Connect

After setting up the trigger, the next action is to add the lead information to Google Sheets. Select ‘Google Sheets’ as your action application and choose the action event as ‘Add New Row’.

Connect your Google Sheets account with Pabbly Connect by clicking on ‘Connect’ and following the authentication steps. Once connected, select the specific spreadsheet where you want to store the lead details.

Map the fields from the Facebook lead response to the corresponding columns in Google Sheets. Ensure you map fields like first name, last name, email, phone number, and city accurately. Click on ‘Save’ to complete this action setup.

This step ensures that every new lead from Facebook is automatically recorded in your Google Sheets, simplifying your lead management process through Pabbly Connect.

5. Creating Contacts in Zoho CRM with Pabbly Connect

The final action in your workflow involves creating a new contact in Zoho CRM. Select ‘Zoho CRM’ as your action application and choose ‘Create Contact’ as the action event. This allows you to store lead information directly in your CRM for future follow-ups.

Connect your Zoho CRM account with Pabbly Connect by entering your domain and authenticating your account. After successful connection, map the necessary fields from the Facebook lead data to the Zoho CRM contact fields.

Map the first name, last name, email, and phone number fields accurately. Click on ‘Save’ to finalize the contact creation. This ensures that all leads are captured in your CRM for better management.

By using Pabbly Connect for this integration, you can automate the process of adding leads to Zoho CRM, enhancing your marketing and sales efforts significantly.

Conclusion

This tutorial demonstrated how to automate lead nurturing using Pabbly Connect with Facebook Lead Ads, Google Sheets, and Zoho CRM. By following these steps, you can streamline your lead management process and improve conversion rates effectively.