Real Estate Lead Nurturing Automation Guide

Learn how to automate real estate lead nurturing using Pabbly Connect to integrate Google Forms, Salesforce, and Twilio for instant follow-ups. 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 lead nurturing process, access Pabbly Connect by visiting the official website. If you’re new, click on the ‘Sign Up Free’ button to create an account. This allows you to leverage 100 free tasks each month to build your workflows.

After signing up, you can upgrade to premium plans if needed. Once logged in, navigate to the dashboard where you can see various applications. Click on the ‘Access Now’ button under Pabbly Connect to begin creating your automation workflows.

2. Creating Your Real Estate Lead Nurturing Workflow

Inside your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Choose between the new beta version or the classic version for your workflow creation. For this tutorial, we will utilize the beta version.

• Select a meaningful name for your workflow, such as ‘Horizon Nest Real Estate Lead Nurturing System’.
• Choose a folder to save your workflow for better organization.
• Click the ‘Create’ button to proceed.

After creating the workflow, you will set up the trigger application. This will be Google Forms, which captures lead inquiries. Click the plus button to select Google Forms as your trigger application and choose the event ‘New Response Received’.

3. Integrating Google Forms with Pabbly Connect

To connect Google Forms with Pabbly Connect, click on the ‘Connect’ button and copy the webhook URL provided. You will use this URL in your Google Forms setup.

Open your Google Form and navigate to the ‘Responses’ tab. Click on ‘Link to Sheets’ to integrate your form with Google Sheets, which will store the responses. Make sure to select an existing spreadsheet or create a new one.

• Install the Pabbly Connect Webhook add-on in your Google Sheets.
• Paste the copied webhook URL into the add-on’s initial setup.
• Set the trigger column to the last column of your sheet.

After setting this up, press the ‘Send Test’ button to ensure the connection is successful. This will send the data from your Google Sheet to Pabbly Connect as a test response.

4. Integrating Salesforce with Pabbly Connect

Now that you have set up Google Forms, it’s time to integrate Salesforce with Pabbly Connect. Click the plus button to add an action application and select Salesforce. Choose the event ‘Create Lead’ to proceed.

To connect Salesforce, click the ‘Connect’ button. If you are establishing a new connection, select ‘Add New Connection’. You will need to log into your Salesforce account and allow access to Pabbly Connect.

Fill in the required fields using the data mapped from Google Forms. Map the first name, last name, phone number, and email from the responses. Save your changes and send a test request to confirm the lead is created in Salesforce.

Once the test is successful, you will see the new lead appear in your Salesforce account, confirming the integration works seamlessly.

5. Sending SMS Notifications Using Twilio

The final step in your automation is to send SMS notifications to leads using Twilio. In Pabbly Connect, click the plus button again and select Twilio as your action application. Choose the ‘Send SMS’ event.

To connect Twilio, click ‘Connect’ and enter your Account SID and Authorization Token from your Twilio account. After entering these details, click ‘Save’.

Add the sender number and recipient’s phone number in the SMS settings. Craft your SMS body, including a thank you message and the virtual tour link. Send a test request to ensure the SMS is sent correctly.

After confirming the SMS is sent, your real estate lead nurturing automation is fully functional, ensuring instant follow-ups with potential clients.

Conclusion

In summary, using Pabbly Connect for real estate lead nurturing automation allows you to integrate Google Forms, Salesforce, and Twilio effectively. This setup ensures your leads receive timely follow-ups, enhancing engagement and increasing conversion opportunities.