I Built an AI Salesman for Real Estate… This Is INSANE 🤯

Learn how to automate real estate calls using Pabbly Connect with Google Sheets and Bolna AI. Follow this step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your real estate calls, you need to access Pabbly Connect. Simply visit the Pabbly Connect website and either sign in or sign up for a free account. Once you’re logged in, you will have access to the dashboard where you can create workflows.

After logging in, look for the option to create a new workflow. Click on the ‘Create Workflow’ button, then choose the new beta method for a streamlined experience. Name your workflow something descriptive like ‘AI Salesman for Real Estate’ and click on the create button to proceed.

2. Setting Up Google Sheets as a Trigger

In this step, you will set up Google Sheets as the trigger application in Pabbly Connect. Select Google Sheets as your trigger app and choose the event as ‘New or Updated Spreadsheet Row.’ This will allow Pabbly Connect to capture any new lead data added to your Google Sheets.

• Select Google Sheets as the trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the event.
• Connect your Google account to Pabbly Connect.

Copy the webhook URL provided by Pabbly Connect and go to your Google Sheets. Navigate to Extensions, then Add-ons, and search for Pabbly Connect Webhooks. Install this add-on and refresh your Google Sheets to finalize the connection.

3. Configuring Bolna AI for Phone Calls

Once your Google Sheets trigger is set up, the next step is to configure Bolna AI to make the phone calls. In Pabbly Connect, add a new action step and select Bolna AI as the application. Choose the event ‘Make Phone Call’ to initiate calls to your leads.

To connect Bolna AI to Pabbly Connect, you will need an API token from your Bolna AI account. Go to the developer section of your Bolna AI account, create a new key, and paste it into Pabbly Connect. This will establish the connection needed for making calls.

• Select Bolna AI as the action application.
• Choose ‘Make Phone Call’ as the action event.
• Map the recipient’s phone number from the Google Sheets data.

In the Bolna AI configuration, you will also set the agent that will make the call. Ensure your agent is linked to your Twilio account for seamless call execution. This integration ensures that your AI Salesman can effectively communicate with your leads.

4. Finalizing the Integration Workflow

After setting up both Google Sheets and Bolna AI, you need to finalize your workflow in Pabbly Connect. Add a date-time formatter to schedule calls. This allows you to specify when the AI should call the leads, such as 2 minutes after the data is entered in Google Sheets.

Set the date-time format to UTC and choose the operation as ‘Add’ to include the desired delay in minutes. Map this date-time into your Bolna AI action step to ensure the call is scheduled correctly.

Add a date-time formatter action step. Set the operation to ‘Add’ and specify the time in minutes. Map the final date-time into the Bolna AI action.

Once everything is configured, test the workflow by adding a new lead in Google Sheets. Verify that the AI Salesman makes the call as expected, showcasing the effectiveness of your automation.

5. Conclusion: Automating Real Estate Sales with Pabbly Connect

Using Pabbly Connect to automate your real estate sales process can significantly enhance efficiency. By integrating Google Sheets with Bolna AI, you can ensure that your leads receive instant follow-ups without the need for a large sales team.

This automation not only saves time but also improves the chances of converting leads into customers. Start leveraging Pabbly Connect today to create your own AI Salesman and streamline your real estate business operations.