Automating Follow-Up Emails with Pabbly Connect: A Step-by-Step Guide

Learn how to automate follow-up emails for Google Ads leads using Pabbly Connect, Google Sheets, and Gmail. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating follow-up emails, access Pabbly Connect by visiting its homepage. This platform allows users to integrate various applications seamlessly. Once on the homepage, you can either sign in if you’re an existing user or click on ‘Sign Up Free’ to create a new account.

After signing in, navigate to the dashboard where all available applications are displayed. To create your automation workflow, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Send Automated Follow-Up Emails to Google Ads Leads’. Choose a folder for organization, which can be customized according to your needs.

2. Configuring the Trigger in Pabbly Connect

In this section, we will configure the trigger for our automation using Pabbly Connect. The trigger will be set to run daily at a specific time to check for leads that haven’t replied to previous emails. Select the trigger event as ‘Schedule by Pabbly’. This will allow you to set the frequency for how often the workflow should run.

• Choose the frequency as ‘Every Day’.
• Set the time for execution, for example, 10:00 AM.

After selecting your preferred options, click ‘Save’ to confirm the trigger setup. This ensures that every day at 10:00 AM, the automation will look for leads who have not responded to previous emails in your Google Sheets.

3. Setting Up Actions with Google Sheets and Gmail

Now that we have our trigger set up, we will define the actions that Pabbly Connect will execute. The first action is to look up leads in Google Sheets who have not replied. Select ‘Google Sheets’ as your action application and choose the action event ‘Look Up Spreadsheet Rows V2’. This action will search for leads marked as ‘Not Replied’.

To connect Google Sheets with Pabbly Connect, click on ‘Connect’ and follow the prompts to authorize your account. Once connected, select the specific spreadsheet containing your leads. For the lookup value, enter ‘Not Replied’ and specify the column where this status is located. Ensure that you set the end column to retrieve all necessary data.

4. Sending Follow-Up Emails Through Gmail

After retrieving the leads from Google Sheets, we will set up another action to send follow-up emails using Gmail. In this step, select ‘Gmail’ as the action application and choose ‘Send Email V1’ as the action event. This allows you to send emails to the leads who haven’t responded. using Pabbly Connect

• Map the recipient email address from the previous action’s data.
• Enter a subject line for the email, such as ‘Just Checking In: Did You Get My Last Email?’.
• Compose the email content to engage the lead.

After filling in the required fields, click ‘Save and Send Test Request’ to ensure that the email is sent successfully. This confirms that your automation is working perfectly to follow up with leads who have not replied.

5. Conclusion: Automating Your Follow-Up Process

In conclusion, using Pabbly Connect allows you to automate your follow-up emails for Google Ads leads efficiently. By integrating Google Sheets and Gmail, you can ensure that no leads fall through the cracks. This automation saves time and increases your chances of converting leads into customers.

By following this tutorial, you can replicate the setup and streamline your email follow-up process, making your business operations more efficient and effective.