Add Real Estate Lead Details to Your Database

Learn how to add real estate lead details to your database seamlessly with Pabbly Connect. Step-by-step guide on integrating Google Sheets and Gmail. 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 Real Estate Integration

To add your real estate lead details to your database, you first need to access Pabbly Connect. Open your web browser and navigate to pabbl.com/connect to reach the Pabbly Connect landing page.

If you are a new user, click on the ‘Sign up for free’ button in the top right corner. This allows you to explore Pabbly Connect with 100 free tasks per month, perfect for adding up to 100 details to your database without any cost.

2. Creating a Workflow in Pabbly Connect

Once you are logged into Pabbly Connect, you will be directed to the workflow builder. This is where you will set up the automation for capturing lead details. Click on the ‘Add Trigger’ button to start the process.

• Select ’99 Acres’ as the trigger application.
• Choose the event as ‘New Lead’.
• Click on ‘Connect’ to generate a webhook URL.

After generating the webhook URL, you will need to configure it in your 99 Acres account. Contact your account manager to add this URL, as the platform does not allow direct user interface updates. Once activated, any new lead details will be sent to Pabbly Connect.

3. Capturing Lead Details with Pabbly Connect

After configuring the webhook, Pabbly Connect will automatically capture lead details such as first name, last name, phone number, email, and area. You can view these details as the webhook response in your workflow.

Next, you will want to add these captured details to your Google Sheets. Click on ‘Add New Action Step’ and select ‘Google Sheets’ as the action application. For the event, choose ‘Add New Row’ and click on ‘Connect’.

4. Connecting Google Sheets to Pabbly Connect

To establish a connection between Google Sheets and Pabbly Connect, you will need to sign in with your Google account. If you have already created a connection, simply select it from the existing connections.

• Select your Google account and grant the necessary permissions.
• Choose the spreadsheet named ‘Lead Details’.
• Select the sheet named ‘Details’.

After selecting your spreadsheet and sheet, the columns will appear. You can now map the lead details from the previous step to the respective columns in Google Sheets, making the data dynamic and automatically updated with each new lead.

5. Finalizing and Testing Your Setup

Once you have mapped all the lead details, click on ‘Save and Send Test Request’. This action will send a test entry to your Google Sheets. You should receive a positive response indicating successful data addition.

After testing, open your Google Sheets to verify that the lead details have been accurately added. With this setup, every new lead captured from 99 Acres will automatically populate your Google Sheets, streamlining your lead management process through Pabbly Connect.

Conclusion

In conclusion, using Pabbly Connect to add real estate lead details to your database is an efficient way to manage leads. This tutorial walks you through accessing Pabbly Connect, creating workflows, and integrating Google Sheets to automate your lead management.