Automate Lead Collection & Nurturing for Real Estate on WhatsApp with Pabbly Chatflow

Learn how to automate lead collection and nurturing for real estate on WhatsApp using Pabbly Chatflow and Pabbly Chatflow in this detailed tutorial. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for WhatsApp Automation

To automate lead collection and nurturing for real estate on WhatsApp, you first need to access Pabbly Chatflow. Start by visiting Pabbly.com/chatflow and either sign up for a new account or log in if you already have one.

Once logged in, you will see the dashboard of Pabbly Chatflow. Here, you can add your WhatsApp number by clicking on the ‘Add WhatsApp Number’ button. You will have two options: WhatsApp Connect or Manual Token Connect. Choose the one that suits your needs.

2. Creating a WhatsApp Chatbot with Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create a WhatsApp chatbot. Click on ‘Flows’ in the sidebar, then select ‘Add Flow’ to start building your chatbot.

• Provide a name for your flow, such as ‘Automate Lead Collection and Nurturing for Real Estate’.
• Set the trigger event to ‘Keyword Regex Match’ to initiate the chatbot when a user sends a specific keyword.
• Create a welcome message that greets users and offers options like ‘Buy Property’ or ‘Rent Property’.

This setup allows Pabbly Chatflow to respond automatically to user inquiries, significantly reducing manual follow-ups.

3. Collecting Lead Data via Pabbly Chatflow

Once the chatbot is set up, it’s time to collect lead data. When users select an option, you can prompt them to enter their full name, email address, budget range, and preferred location.

• Ask for the user’s full name and save it in a custom field.
• Request the email address and budget range, mapping these responses to their respective fields.
• Finally, ask for the preferred location to complete the lead data collection.

This process ensures that Pabbly Chatflow effectively gathers all necessary information from potential leads without any manual intervention.

4. Integrating Pabbly Chatflow with HubSpot CRM

After collecting lead data, the next step is to integrate Pabbly Chatflow with HubSpot CRM using Pabbly Connect. This integration allows you to automatically create a new contact in HubSpot whenever a user submits their information through the chatbot.

To do this, you need to set up an API request in Pabbly Chatflow. Copy the webhook URL generated in Pabbly Connect and paste it into the API request section of your chatbot flow. Map the collected data fields like full name, email, budget, and location to the corresponding fields in HubSpot CRM.

This seamless integration ensures that all collected leads are saved directly into HubSpot CRM, allowing for efficient management and follow-up. With Pabbly Chatflow, you can automate the entire lead nurturing process.

5. Finalizing the Chatbot Flow in Pabbly Chatflow

Finally, you will want to finalize your chatbot flow in Pabbly Chatflow. This includes setting up conditions for what happens after a user selects a property or rental option. You can create lists of properties for sale or rent, which are displayed based on user selections.

Once users select a property, send them a thank-you message or confirmation. You can also add media like images of properties to enhance user experience. This ensures that Pabbly Chatflow not only collects leads but also engages users effectively.

Test your chatbot to ensure it works as expected. Monitor the inbox in Pabbly Chatflow to see incoming messages and automated replies. This complete setup allows for efficient lead collection and nurturing for your real estate business on WhatsApp.

Conclusion

In this tutorial, we explored how to automate lead collection and nurturing for real estate on WhatsApp using Pabbly Chatflow and Pabbly Connect. By following the steps outlined, you can create an efficient chatbot that reduces manual workload and enhances customer engagement.