How to Add Real Estate Leads to Monday.com Automatically Using Pabbly Connect

Learn how to automate adding real estate leads to Monday.com using Pabbly Connect. Follow this step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin automating the addition of real estate leads to Monday.com, you need to access Pabbly Connect. If you’re an existing user, simply log in to your account and open the workflow builder. New users can sign up for free by visiting the Pabbly Connect landing page.

Once you are logged in, navigate to the workflow builder where you can set up your automation. This interface is crucial as it allows you to define triggers and actions essential for your workflow. Ensure you have an account ready with Monday.com as well, since you’ll be integrating it with Pabbly Connect.

2. Setting Up the Trigger Application in Pabbly Connect

In this step, you will set up the trigger application within Pabbly Connect. Click on the ‘Add Trigger’ button and search for your lead source, such as 99 Acres. Select it and choose the event as ‘New Leads’. This is where Pabbly Connect starts to capture lead information automatically.

• Choose 99 Acres or another lead source.
• Select ‘New Leads’ as the event.
• Click on ‘Connect’ to generate the webhook URL.

After generating the webhook URL, you must copy this URL and send it to your account manager at 99 Acres. Since the platform does not allow users to add webhook URLs directly, this step is crucial to ensure that leads are captured properly through Pabbly Connect.

3. Capturing Lead Details with Pabbly Connect

Once the webhook URL is added to your 99 Acres account, Pabbly Connect will begin capturing lead details automatically. You can test this by checking the webhook response in the workflow builder. This response includes critical lead information such as first name, last name, phone number, email, and area.

For instance, you should see fields populated with the lead’s first name, last name, phone number, email, and area. This data is essential for the next step, where you will integrate it into Monday.com. Make sure all details are correctly captured before proceeding to the action step.

4. Adding Real Estate Leads to Monday.com

Now that you’ve captured the lead details, it’s time to add them to Monday.com using Pabbly Connect. Click on ‘Add New Action Step’ and search for Monday.com. Select it and choose ‘Create Item’ as the event. This step is crucial as it will allow you to send the lead information directly to your Monday.com board.

• Select ‘Create Item’ for the action event.
• Connect your Monday.com account by entering the API token.
• Map the fields from the previous step to the corresponding fields in Monday.com.

To connect your Monday.com account, you will need to obtain the API token from the developers section in your Monday.com profile. Once you have entered the token in Pabbly Connect, you can select the board and group where you want to add the lead details. Ensure that you have the correct settings to avoid any issues during data transfer.

5. Mapping Lead Data and Testing the Integration

The final step involves mapping the lead data to ensure that each field corresponds correctly in Monday.com. In Pabbly Connect, you will input static information for the item name, such as ‘Real Estate Leads’, while mapping dynamic fields like name, email, and phone number from the previous step.

After mapping all the required fields, click on ‘Save and Send Test Request’. This action will send a test lead to your Monday.com account. If successful, you will receive a confirmation response indicating that the lead has been added. You can then verify this by checking your Monday.com board.

With this setup, every time a new lead is captured through your chosen source, Pabbly Connect will automatically add the details to your Monday.com account without additional manual input. This automation streamlines your workflow and enhances productivity significantly.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate adding real estate leads to Monday.com. By following these steps, you can streamline your lead management process and improve efficiency in your business operations.