Automatically Add Real Estate Leads to Airtable

Learn how to automatically add real estate leads to Airtable using Pabbly Connect. Step-by-step guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automatically add real estate leads to Airtable, you first need to access Pabbly Connect. Start by searching for ‘Pabbly.com/connect’ in your browser. This will take you to the Pabbly Connect homepage where you have options to sign in or sign up.

If you are new, click on ‘Sign Up Free’ to create an account and get 100 free tasks monthly. Existing users can simply sign in. After logging in, you will see all Pabbly applications. Click on ‘Access Now’ under Pabbly Connect to begin your automation journey.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between creating from scratch or using AI. Select ‘Create from Scratch’ for this integration.

In the workflow builder, you will have two options: the new beta version and the classic version. Choose the beta version for its modern features. Name your workflow ‘Automatically Add Real Estate Leads to Airtable’ and select a folder for your automation, such as ‘Automations’. Click the ‘Create’ button to finalize your workflow setup.

3. Setting Up the Trigger for New Leads

Now, you need to set up the trigger in Pabbly Connect. Since you are capturing leads from housing.com, select housing.com as your trigger app and choose the event as ‘New Leads’. Click on ‘Connect’ to establish this connection.

• Copy the webhook URL provided by Pabbly Connect.
• Send this URL to your backend team at housing.com to activate the integration.
• Wait for confirmation that the leads will start flowing into Pabbly Connect.

Once the webhook is activated, you will receive a successful response in Pabbly Connect, including lead details like name, email, and contact number. This confirms that your trigger setup is complete.

4. Adding the Action Step to Create Records in Airtable

After successfully setting up the trigger, the next step is to add an action in Pabbly Connect. Choose Airtable as your action application and select ‘Create Record’ as the app event. Click on ‘Connect’ to establish a new connection with Airtable.

To connect to Airtable, click on ‘Connect with Airtable’ and grant the necessary access. Once connected, you will be prompted to select the base name and table name where the leads will be stored. Choose your base named ‘New Real Estate Leads’ and the table named ‘Table 1’.

• Map the lead details from the trigger step to the corresponding fields in Airtable.
• Ensure you select the correct fields for name, phone number, and email address.
• Disable type casting and click on ‘Save and Send Test Request’ to check the connection.

If successful, you will receive a confirmation that the lead has been added to Airtable. Refresh your Airtable to see the new entry with all the details populated correctly.

5. Summary of the Automation Process

In this tutorial, you learned how to use Pabbly Connect to automatically add real estate leads to Airtable. By setting up a trigger from housing.com and an action to create records in Airtable, you can streamline your lead management process.

To summarize, your workflow involves selecting housing.com as the trigger app and Airtable as the action app. This integration allows for seamless lead capture without manual entry, enhancing your productivity as a real estate agent.

By following these steps, you can effectively automate your lead management process with Pabbly Connect, ensuring that you never miss a potential client again.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to automatically add real estate leads to Airtable simplifies your workflow and saves time. This integration allows for efficient lead management, ensuring that your business runs smoothly and effectively.