Automate Housing.com Lead Capture into Salesforce with Pabbly Connect

Learn how to automate lead capture from Housing.com into Salesforce using Pabbly Connect in this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate lead capture from Housing.com into Salesforce, the first step is to access Pabbly Connect. You can do this by visiting Pabbly.com and signing into your account. If you are a new user, you can sign up for free and start with 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can see your existing workflows and folders. To create a new automation, click on the ‘Create Workflow’ button. This will allow you to set up the integration between Housing.com and Salesforce using Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In this section, you will create a new workflow for the integration. Click on ‘Create Workflow’ and select the new beta workflow builder for a modern experience. Name your workflow ‘Automate Housing.com Lead Capture into Salesforce with Pabbly’. Choose the appropriate folder for your workflow and click ‘Create’.

• Click ‘Create Workflow’
• Select ‘New Beta’ for the workflow builder
• Name your workflow appropriately
• Select the folder and click ‘Create’

After creating the workflow, you will be prompted to set up the trigger application. This is where Pabbly Connect starts the automation process by listening for new leads from Housing.com.

3. Setting Up the Trigger Application in Pabbly Connect

In this step, you will set Housing.com as the trigger application. Select Housing.com and choose the trigger event as ‘New Lead’. Click on ‘Connect’ to establish a connection between Pabbly Connect and Housing.com.

You will receive a webhook URL that acts as a bridge for integration. Copy this URL and send it to your Housing.com account manager to activate the integration. Once activated, you can click on ‘Capture Webhook Response’ to verify the connection.

• Select Housing.com as the trigger application
• Choose ‘New Lead’ as the trigger event
• Copy the webhook URL provided
• Capture the webhook response to confirm setup

Once you capture the webhook response, you will see the lead details confirming that the connection between Housing.com and Pabbly Connect is successful.

4. Adding Salesforce as the Action Application

After setting up the trigger, the next step is to add Salesforce as the action application. Click on ‘Add New Action Step’, search for Salesforce, and select ‘Create Lead’ as the action event. Click ‘Connect’ to link Salesforce with Pabbly Connect.

Grant the necessary permissions for Pabbly Connect to access your Salesforce account. Once connected, you will need to map the lead details received from Housing.com into the respective fields in Salesforce. This mapping ensures that every new lead is accurately captured in Salesforce.

Click ‘Add New Action Step’ Select Salesforce and ‘Create Lead’ Connect your Salesforce account Map lead details from Housing.com to Salesforce fields

After mapping the fields, click ‘Save and Send Request’. This will send the lead data to Salesforce and confirm successful creation.

5. Verifying Lead Creation in Salesforce

To verify that the lead has been successfully created in Salesforce, navigate to your Salesforce account and click on the ‘Leads’ section. You should see the newly created lead with all the details you mapped earlier.

This step confirms that the integration between Housing.com and Salesforce via Pabbly Connect is functioning correctly. You can check the lead status, source, and other details to ensure everything is captured as expected.

In summary, you have successfully automated the lead capture process from Housing.com into Salesforce using Pabbly Connect. This integration eliminates manual data entry and streamlines your lead management process.

Conclusion

In this tutorial, you learned how to automate the lead capture from Housing.com into Salesforce using Pabbly Connect. By following these steps, you can ensure that your leads are captured efficiently without manual effort. This integration enhances productivity and allows for better lead management.