Get Real Estate Leads on Slack Instantly Using Pabbly Connect

Learn how to automate receiving real estate leads on Slack using Pabbly Connect. This detailed tutorial covers all steps to streamline your lead management. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the process of receiving real estate leads on Slack, you first need to access Pabbly Connect. Start by visiting pabby.com/connect in your browser. This will take you to the Pabbly Connect homepage.

Once there, you’ll see two options: ‘Sign In’ and ‘Sign Up Free’. If you’re a new user, click on ‘Sign Up Free’ to get 100 free tasks every month. If you already have an account, simply sign in to proceed.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be directed to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will be presented with options for a new beta or classic version; select the beta version for a modern experience.

• Click on the ‘Select’ button for the beta version.
• In the ‘Create Workflow’ dialog, name your workflow as ‘Get Real Estate Leads on Slack Instantly’.
• Choose a folder for your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button to finalize your workflow setup.

3. Setting Up Trigger for 99 Acres Leads

In this section, you will set up the trigger for receiving leads. The trigger will be your ’99 Acres’ account, and the event will be ‘New Leads’. Select these options in Pabbly Connect to initiate the process.

After selecting your trigger, click on ‘Connect’. You will be provided with a webhook URL. Copy this URL and send it to your 99 Acres account manager. This URL will allow the integration to be activated, enabling lead capture.

4. Adding Action Step to Send Alerts on Slack

Once the trigger is set up, the next step is to alert your Slack channel of new leads. In Pabbly Connect, add an action step by selecting ‘Slack’ as your action application and ‘Send Channel Message’ as the event.

• Click on ‘Connect’ and choose to add a new connection.
• Select the token type as ‘User’ and grant permissions to Pabbly Connect.
• Choose the channel ID where the message will be sent, for instance, ‘Sales Team’.

Next, compose your alert message. This message should include dynamic fields like name, phone number, and email of the lead, which will be automatically filled using the mapping feature in Pabbly Connect.

5. Testing the Integration

With your action step configured, it’s crucial to test the integration. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is set correctly, you should see a confirmation that the message has been sent successfully to your Slack channel.

Check your Slack channel to verify that the alert message appears with the lead details. This confirms that your integration is functioning correctly, allowing you to receive real estate leads instantly without manual checking.

Conclusion

In this tutorial, we explored how to automate receiving real estate leads on Slack using Pabbly Connect. By following the steps outlined, you can streamline your lead management and ensure your team is instantly notified of new inquiries.

Utilizing Pabbly Connect to integrate 99 Acres and Slack not only saves time but also enhances your productivity by eliminating the need for manual checking. Start automating your workflows today!