How to Automate Email Notifications for New Leads with Pabbly Connect

Learn how to use Pabbly Connect to automate email notifications for new leads generated through Sula. Step-by-step tutorial with detailed instructions. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Automation

To automate email notifications for new leads, we need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. On the homepage, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create your account, which takes only a couple of minutes. After signing up, you will receive 100 free tasks to explore the features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the ‘All Applications’ section. Here, you can find various Pabbly products. Click on ‘Access Now’ under Pabbly Connect to reach the dashboard. On the dashboard, you can see your existing workflows and create new ones.

• Click on the ‘Create Workflow’ option.
• Name your workflow, e.g., ‘Automatically Send Emails to New Leads’.
• Select a folder to save the workflow, such as ‘Test Integration’.

After naming and selecting the folder, click on ‘Create’. You will now see two windows: one for the trigger and one for the action. This is where you will set up the integration between Sula and Gmail using Pabbly Connect.

3. Setting Up the Trigger with Sula

In this step, you will set Sula as the trigger application in Pabbly Connect. Select Sula from the trigger application options and choose ‘New Lead’ as the trigger event. This event will activate the workflow whenever a new lead is captured from Sula.

Once you select the trigger event, a webhook URL will be provided. This URL is essential as it acts as a bridge between Sula and Pabbly Connect. Copy this webhook URL and send it to your Sula account manager since Sula does not allow users to add webhooks directly in their interface.

4. Configuring the Action with Gmail

After setting up the trigger, the next step is to configure the action application, which is Gmail. Select Gmail as the action application and choose ‘Send Email’ as the action event. Click on ‘Connect’ and select ‘Add New Connection’ to establish a fresh connection with Gmail.

• Click on ‘Connect with Gmail’ to authorize Pabbly Connect.
• Allow the necessary permissions for Pabbly Connect to access your Gmail account.

Once connected, you will need to fill in the email details. Map the recipient’s email address from the Sula response and enter the sender’s name, email subject, and body content. Mapping is crucial as it ensures the email content updates automatically for each new lead.

5. Testing and Verifying the Integration

After configuring the email details, click on ‘Save and Send Test Request’ to test the integration. You should receive a confirmation message indicating that the email has been sent successfully. Verify the email by checking the recipient’s inbox.

This confirms that the integration between Sula and Gmail through Pabbly Connect is working correctly. Now, every time a new lead is captured in Sula, an email will be automatically sent to that lead via Gmail, streamlining your communication process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate email notifications for new leads from Sula. By setting up triggers and actions, you can efficiently manage your lead communications without manual intervention. This integration enhances your workflow and ensures timely responses to potential clients.