Learn how to integrate real estate leads into Notion automatically using Pabbly Connect. Follow our step-by-step guide for seamless automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To begin the process of adding real estate leads to Notion automatically, you must access Pabbly Connect. If you are an existing user, simply log in to your account and navigate to the workflow builder. For new users, visit the Pabbly Connect landing page and sign up for free to get started.
After signing up, you will have access to hundreds of tasks each month. Once logged in, open the workflow builder where you will create your automation. This is where you will set up the trigger and action that will facilitate the integration between your lead source and Notion.
2. Setting Up the Trigger in Pabbly Connect
In the workflow builder of Pabbly Connect, the first step is to add a trigger. Click on the ‘Add Trigger’ button and select ’99 Acres’ as your trigger application, as this is where you will collect your real estate leads.
- Select ‘New Leads’ as the event.
- Click on ‘Connect’ to set up the connection.
- Copy the webhook URL provided by Pabbly Connect.
Next, you will need to add this webhook URL to your 99 Acres account. Contact your account manager to add the webhook URL, as it cannot be added through the user interface. Once this is done, you will start receiving lead information as webhook responses.
3. Capturing Lead Information from 99 Acres
After successfully adding the webhook URL in your 99 Acres account, you can proceed to capture the lead information. In Pabbly Connect, you will see that the webhook response has been captured, displaying details such as the lead’s name, phone number, email address, and requirements.
To ensure you are capturing all necessary details, check the structure of the webhook response. You should see fields like:
- Lead’s First Name
- Lead’s Last Name
- Phone Number
- Email Address
- Area Requirement
With this information captured, you are ready to move on to the next step of adding these details to your Notion database using Pabbly Connect.
4. Adding Leads to Notion Using Pabbly Connect
Now, to add the captured lead details to your Notion database, click on the ‘Add New Action’ step in Pabbly Connect. Select ‘Notion’ as your action application and choose the event as ‘Create Database Item’. Click on ‘Connect’ to establish the connection.
If you have already created a connection between Notion and Pabbly Connect, select ‘Use Existing Connection’. If not, click on ‘Add New Connection’ and log into your Notion account to grant necessary permissions. Ensure you allow access to the specific pages you want to integrate with.
5. Mapping Lead Details to Notion Database
Once connected, you will be prompted to select the database in Notion where the lead details will be stored. After selecting the relevant database, you need to map the lead details from the previous step into the Notion fields. using Pabbly Connect
Mapping is crucial as it allows the data to be dynamic and automatically update with each new lead. You will map fields such as:
Lead’s First Name Lead’s Last Name Phone Number Email Address Area Requirement
After mapping all the necessary details, click on ‘Save and Send Test Request’. You will receive a confirmation that the lead details have been successfully added to your Notion database. Refresh your Notion page to see the newly added lead information.
Conclusion
Using Pabbly Connect, you can automate the process of adding real estate leads to Notion seamlessly. By following the steps outlined in this tutorial, you can ensure that your sales team has real-time access to new leads without manual entry. This automation not only saves time but also enhances your operational efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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