Integrating Outlook with Pabbly Connect for Automated Lead Management

Learn how to automate lead management by integrating Outlook with Pabbly Connect using this step-by-step tutorial. Streamline your workflow and enhance productivity. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Outlook with Pabbly Connect, first visit the Pabbly Connect homepage. You can access it by typing the URL in your browser. Pabbly Connect is the central platform that enables this integration, allowing you to automate workflows seamlessly. using Pabbly Connect

Once on the homepage, you will see options to either sign in or sign up for free. If you’re a new user, click on the ‘Sign up for free’ button to create your account, which only takes a couple of minutes. Existing users can simply click on the ‘Sign in’ option to access their dashboards.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the process of adding leads from Outlook to your email marketing software. Click on the ‘Create Workflow’ option to begin. using Pabbly Connect

• Provide a name for your workflow, such as ‘Create FLA Desk Subscriber for Leads via Outlook’.
• Select the folder where you want to save this workflow.
• Click on Create to save your new workflow.

Once the workflow is created, you will see two main sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. In this case, the trigger will be receiving a new email in Outlook, and the action will be adding that lead to FLA Desk as a subscriber.

3. Setting Up the Outlook Trigger in Pabbly Connect

To set up the trigger, select Microsoft 365 as your trigger application in Pabbly Connect. This is essential because Outlook is part of Microsoft 365. After selecting Microsoft 365, choose the trigger event ‘New Mail’. This event will trigger the workflow whenever a new email is received. using Pabbly Connect

Next, click on the ‘Connect Now’ button to establish the connection. You will have the option to add a new connection or select an existing one. Choose to add a new connection and follow the prompts to authorize Pabbly Connect to access your Microsoft 365 account.

• Accept the permissions to allow Pabbly Connect to access your Outlook account.
• Click on ‘Save and Send Test Request’ to capture the latest email response.

This step ensures that Pabbly Connect is monitoring your Outlook account for new emails, and it will capture the details needed to create subscribers in FLA Desk.

4. Filtering Leads Before Adding Subscribers in Pabbly Connect

Once the trigger is set up, you need to filter the emails received to ensure only relevant leads are processed. Add a filter action in your workflow to set conditions. This ensures that only emails containing specific keywords in the subject line will trigger the next action. using Pabbly Connect

For example, set the filter to check if the subject contains the phrase ‘New Lead Inquiry’. This will help you manage your leads effectively by only processing inquiries related to new leads.

Select the label as ‘Subject’ and set the filter type to ‘Contains’. Click on ‘Save and Send Test Request’ to confirm that the condition is met.

This filtering step is crucial as it allows Pabbly Connect to only continue the workflow when the right emails are detected, ensuring that only relevant leads are added to FLA Desk.

5. Creating Subscribers in FLA Desk via Pabbly Connect

With the filter in place, it’s time to set up the action that creates subscribers in FLA Desk. Select FLA Desk as your action application in Pabbly Connect, and choose the action event ‘Create or Update Subscriber’. This step is where the actual addition of leads to your email marketing software occurs. using Pabbly Connect

Connect your FLA Desk account by entering your login credentials. Once connected, map the required fields such as email, name, and phone number from the email received in Outlook. You can use Pabbly Connect’s text formatter feature to extract and split the name into first and last names if needed.

Map the email address from the email content to the subscriber email field. Use the text parser to extract the lead’s name and phone number from the email body.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to confirm that the subscriber has been successfully added to your FLA Desk account. This automation ensures that every lead inquiry received through Outlook is automatically captured and managed without manual intervention.

Conclusion

By integrating Outlook with Pabbly Connect, you can automate the process of managing leads effectively. This setup allows you to capture inquiries directly into your email marketing software, streamlining your workflow and enhancing productivity.