Learn how to seamlessly integrate Lead with SMS Using Pabbly Connect to automate email and SMS notifications for Facebook leads. Follow our detailed tutorial for step-by-step instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Facebook Lead Integration

To integrate Lead with SMS, start by accessing your Facebook Lead Generation form. This form captures new leads whenever someone submits their information. The first step is to connect this form to your automation workflow. using Pabbly Connect

Navigate to the Pabbly Connect dashboard. Click on the blue button labeled ‘Create Workflow’. Name your workflow something like ‘Send Automated Outlook Emails and SMS to Facebook Leads’ and select the appropriate folder for your automation.

2. Configuring the Trigger Event for New Leads

In this step, you will set the trigger event for your automation. Choose ‘Microsoft 365’ as the application to handle email notifications. This integration will allow you to send emails to new leads captured through Facebook. using Pabbly Connect

  • Select ‘New Lead Instant’ as the trigger event.
  • Connect your Facebook account to Pabbly Connect.
  • Select the Facebook page associated with your lead generation form.

After connecting, Pabbly Connect will display available forms associated with the selected Facebook page. Choose the form you created for lead generation. This setup ensures that every new lead submission triggers the subsequent actions in your workflow.

3. Sending Email Notifications via Outlook

After configuring the trigger, the next step is to set up email notifications. Select ‘Send Email’ as the action event within the Microsoft 365 application. This action will send an automated email to the lead once they submit the form. using Pabbly Connect

Map the necessary fields such as the recipient’s email address, subject line, and body content. For example, you could use a subject line like ‘Thank You for Submitting the Form’ and personalize the email by including the lead’s name.

  • Map the lead’s first name and last name in the email body.
  • Use a friendly tone to thank them for their interest.
  • Include details like their email and phone number for reference.

Once you have configured the email, save the settings. This step ensures that every new lead receives a confirmation email immediately after their submission.

4. Automating SMS Notifications with TWU

Now that email notifications are set up, the next step is to automate SMS notifications using the TWU application. Select ‘Send SMS’ as the action event. This integration will allow you to send SMS messages to the same lead. using Pabbly Connect

Connect your TWU account by providing the necessary credentials like Account S ID and Authorization Token. This connection will enable Pabbly Connect to send SMS messages on your behalf.

Map the recipient’s phone number from the lead submission data. Craft a message similar to the email content for consistency. Ensure to include a friendly introduction and relevant details.

Once configured, save the settings. Now, every time a new lead submits their information, they will automatically receive an SMS notification along with their email confirmation.

5. Conclusion

In conclusion, integrating Lead with SMS Using Pabbly Connect allows you to automate the process of sending emails and SMS notifications to new Facebook leads. By following these steps, you can enhance your lead management process and ensure timely communication with potential clients.

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This automation not only saves time but also improves your engagement with leads, making it easier to follow up and convert them into customers.