Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To start automating your real estate agency, you’ll first need to access Pabbly Connect. Open your browser and visit pabbly.com/connect to reach the Pabbly Connect landing page.

In the top right corner, click on the “Sign Up for Free” option. This allows you to create a free trial account to test the features of Pabbly Connect. After signing up, log in to your dashboard to begin creating your automation.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the “Create Workflow” button. You can select “Create from Scratch” to start a new workflow tailored to your needs. Name your workflow; for example, “AI Automation”.

  • Click on the “Create” button to open the workflow builder.
  • This builder includes both triggers and actions that will define your automation.

In this workflow, the trigger will be when a new lead is received from 99acres. This is where Pabbly Connect plays a crucial role in initiating the automation process.

3. Setting Up the Trigger with 99acres

To set the trigger, click on the “Add Trigger” button and select 99acres as your application. Then, choose the “New Leads” event to capture lead details.

After clicking “Connect”, Pabbly Connect will provide you with a webhook URL. You need to copy this URL and send it to your account manager at 99acres, as they must add this webhook to your account.

  • Ensure the webhook URL is correctly configured in your 99acres account.
  • Once added, Pabbly Connect will start capturing lead details like name, phone number, and email.

Now, you’ll see the lead details appear in the webhook response within Pabbly Connect, ready for the next step of the automation.

4. Generating Personalized Emails with OpenAI

To generate personalized emails, add a new action step in your workflow and select OpenAI as your application. Choose the “ChatGPT” event to utilize AI for email generation.

Click on “Connect” and if you haven’t set up a connection before, you’ll need to create a new one. For this, access your OpenAI API key and paste it into Pabbly Connect to link the two platforms.

  • Select the AI model you wish to use; GPT-5 is recommended.
  • Enter a prompt for generating the email, ensuring to map the lead’s name dynamically.

Mapping allows the email to be personalized with lead details automatically, making the process efficient and tailored to each new lead.

5. Sending the Email via Gmail

After generating the email content with OpenAI, you need to send it via Gmail. Add another action step and select Gmail as your application. Choose the “Send Email” event to initiate the email sending process.

Click on “Connect” and sign in to your Gmail account to establish a connection with Pabbly Connect. Once connected, fill in the email details such as the sender’s name and recipient’s email address, using mapping for dynamic data.

  • Set the subject line and email content using the mapped response from OpenAI.
  • Click “Save and Send Test Request” to send the email and confirm it was sent successfully.

Once the email is sent, you can check your Gmail to ensure the lead received the personalized message, completing your automation successfully with the help of Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate your real estate agency’s email communications using Pabbly Connect. By integrating 99acres and OpenAI, you can efficiently generate personalized emails for new leads. This process enhances your responsiveness and improves lead engagement.