Boosting Sales Team Productivity with Pabbly Connect Automation

Learn how to enhance your sales team’s productivity with Pabbly Connect by automating tasks involving WhatsApp, Google Sheets, and more. Step-by-step guide included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Sales Automation

To boost productivity with automation, the first step is accessing Pabbly Connect. Start by visiting the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’ in your browser. New users can sign up for free, while existing users can simply sign in.

Once logged in, you will see various Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to enter your dashboard. Here, you can create new workflows by selecting the ‘Create Workflow’ button, naming your workflow, and choosing a folder to save it in. This sets the stage for your automation processes.

2. Sending Shopify Order Notifications via WhatsApp

In this section, we will set up an automation to send WhatsApp notifications for new Shopify orders using Pabbly Connect. The objective is to notify customers immediately after they place an order on Shopify.

• Select Shopify as the trigger application and ‘New Order’ as the trigger event.
• Use the provided webhook URL to connect Shopify to Pabbly Connect.
• Map the order details in the subsequent steps.

Next, we set the action application to ‘WhatsApp Cloud API’ and the action event to ‘Send Template Message’. Here, you will configure the message template, including details like the customer’s name, product ordered, and expected delivery date. Finally, click ‘Save and Send Test Request’ to send the message successfully.

3. Sending Email Confirmation for E-Commerce Purchases

Automating email confirmations for purchases is another way to enhance productivity. Using Pabbly Connect, we can set up a workflow that sends confirmation emails through Gmail whenever a new order is created in WooCommerce.

Begin by selecting WooCommerce as the trigger application and ‘New Order Created’ as the event. After connecting with the webhook URL, capture the order details. Next, set Gmail as the action application and select ‘Send Email’ as the action event.

• Map the recipient’s email address, subject, and content of the email.
• Click on ‘Save and Send Test Request’ to dispatch the confirmation email.

This automation allows your sales team to promptly inform customers about their order status, enhancing customer satisfaction.

4. Adding Order Details to Google Sheets

Integrating order details into Google Sheets can streamline data management. With Pabbly Connect, you can automatically add new order details from JumpSeller into a Google Sheet.

Start by selecting JumpSeller as the trigger application and ‘Order Pending Payment’ as the trigger event. Utilize the webhook URL to create a connection. After capturing the order details, set Google Sheets as the action application and choose ‘Add New Row’ as the action event.

Select the appropriate spreadsheet and sheet where you want to add the order details. Map fields like full name, email, city, order ID, and payment method.

By clicking ‘Save and Send Test Request’, you can ensure that the order details are successfully logged into your Google Sheets, making data tracking easier for your sales team.

5. Assigning Facebook Leads to Sales Team Members

Automatically assigning Facebook leads can significantly improve response times. Using Pabbly Connect, you can set up a workflow that assigns new leads from Facebook Lead Ads to team members.

Begin by selecting Facebook Lead Ads as the trigger application and ‘New Lead Instant’ as the trigger event. After connecting, capture the lead details. Next, use the ‘Number Formatter’ by Pabbly Connect to set up a counter, assigning leads to team members in a round-robin fashion.

Set the initial value of the counter to 1 and the final value to the number of team members. Route the leads based on the counter value to send WhatsApp messages to the assigned team members.

This automation ensures that every lead is promptly followed up, enhancing your team’s efficiency and productivity.

Conclusion

By utilizing Pabbly Connect, sales teams can automate essential tasks such as sending WhatsApp notifications, email confirmations, and managing order details in Google Sheets. This automation leads to improved productivity and customer satisfaction.