Instant SMS Follow-Up for Real Estate Leads

Learn how to set up instant SMS follow-ups for real estate leads using Pabbly Connect. This step-by-step guide covers integration with Google Ads and Twilio.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To set up instant SMS follow-ups for your real estate leads, first, access Pabbly Connect. Go to Pabbly.com/connect in your browser. Here, you will find options to either sign in or sign up for a free account.

If you are a new user, click on ‘Sign Up Free’ to get 100 free tasks each month. Existing users can simply sign in. After signing in, you will see the Pabbly apps window. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard and start creating your automation.

2. Creating Your Workflow in Pabbly Connect

Once you are in Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. You will be prompted to choose between the new beta version or the classic version. Select the beta version for a more modern experience.

• Click ‘Create Workflow’.
• Name your workflow ‘Instant SMS Follow-Up for Real Estate Leads’.
• Select ‘Automations’ as the folder for your workflow.

After setting up the workflow name and folder, click ‘Create’. You will now see a new workflow window where you can begin to set up your trigger and action steps.

3. Setting Up the Trigger with Google Ads

In this section, you will set up the trigger for your workflow in Pabbly Connect. Since you are receiving leads through Google Ads, select Google Ads as your trigger app and choose ‘New Lead Form Entry’ as the event.

Click on ‘Connect’ to generate a webhook URL. This URL will be used to connect Google Ads with Pabbly Connect. Copy the webhook URL and navigate to your Google Ads account where you have created a test lead form.

• Scroll down to the lead delivery section.
• Paste the webhook URL in the integration settings.
• Send test data to confirm the connection.

After sending the test data, check your Pabbly Connect workflow to ensure you received a successful response with the lead’s details.

4. Adding the Action Step to Send SMS via Twilio

The next step is to add an action step in Pabbly Connect to send an SMS using Twilio. Search for Twilio in the action app list and select ‘Send SMS Message’ as the event.

Click on ‘Connect’ and choose to add a new connection. You will need to input your Twilio account SID and authorization token, which you can find in your Twilio console. After entering these details, click ‘Save’.

Enter the SMS body, including dynamic fields. Map the lead’s first name into the SMS body. Add your Twilio phone number as the sender.

Finally, for the recipient number, map the lead’s phone number. After filling in all the required fields, click on ‘Save and Send Test Request’ to send the SMS.

5. Testing Your Integration to Ensure Functionality

In this final step, you will test your integration in Pabbly Connect. After clicking ‘Save and Send Test Request’, you should receive a successful response indicating that the SMS has been sent.

Check your phone for the SMS message, which should include the lead’s name and a thank you note. This confirms that your instant SMS follow-up for real estate leads is working effectively.

With this setup, you have automated your lead follow-up process, ensuring that you can respond to potential buyers instantly. This automation not only saves time but also builds trust with your leads.

Conclusion

By following these steps, you can successfully set up an instant SMS follow-up system for your real estate leads using Pabbly Connect. This automation enhances your responsiveness and helps in building strong client relationships.