Learn how to automate the export of Housing.com leads to Excel sheets using Pabbly Connect with this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start automating the export of Housing.com leads to Excel sheets, you need to access Pabbly Connect. This is a powerful automation tool that allows seamless integration between various applications.
Visit the Pabbly website by typing Pabbly.com in your browser. If you are an existing user, click on the ‘Sign In’ option at the top right corner. New users can click on ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly.
2. Creating a New Workflow in Pabbly Connect
Once signed in, you will see the Pabbly Apps page where you can access Pabbly Connect. Click on it to go to the dashboard, where you can create a new workflow.
Click on the ‘Create Workflow’ button and select the classic workflow builder. Name your workflow as ‘Auto-Export Housing.com Leads to Excel Sheets in Seconds’ and choose a folder for organization, such as ‘Excel Automations.’ After creating the workflow, you will see two boxes: Trigger and Action.
3. Setting Up Trigger with Housing.com
The next step is to configure the trigger in your workflow. Select Pabbly Connect as your trigger application and choose ‘Housing.com’ as the trigger event, specifically ‘New Leads.’ This means that every time a new lead is received, it will trigger the workflow.
To connect Housing.com with Pabbly Connect, you will need to set up a webhook URL. This URL acts as a bridge between Housing.com and Pabbly Connect. Since Housing.com does not allow users to add this URL directly, you will need to send it to your account manager for setup. Once configured, click on ‘Capture Webhook Response’ to wait for incoming lead data.
4. Adding Action to Microsoft Excel
After successfully capturing the webhook response, the next step is to add the action that will send the lead details to Excel. In the Action application, search for and select ‘Microsoft Excel’ and choose the action event ‘Add Row to Worksheet.’Now, connect your Microsoft Excel account to Pabbly Connect. You will need to grant permission for access to your Excel files.
- Select your Excel workbook, which should be named ‘Housing.com Lead Details.’
- Map the fields such as First Name, Last Name, Phone Number, and Email Address to the corresponding data from Housing.com.
Using mapping ensures that every new lead’s details are automatically populated into the correct fields in Excel, keeping your data dynamic and up-to-date.
5. Testing and Saving the Workflow
Once you have mapped all the necessary fields, click on ‘Save and Send Test Request’ to ensure that the integration works correctly. You should see a confirmation that the lead details have been successfully added to your Excel sheet. using Pabbly Connect
To verify, open your ‘Housing.com Lead Details’ workbook in Excel. You should see that the new lead’s information, including name, phone number, and email address, has been accurately recorded. This confirms that your workflow is functioning as intended!
Conclusion
In this tutorial, we explored how to automate the export of Housing.com leads to Excel sheets using Pabbly Connect. By following these steps, you can streamline your lead management process and save time on manual data entry. Automate your workflows today with Pabbly Connect for more efficient business operations.
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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