Automate Real Estate Enquiries from Instagram – Save Leads to Google Sheets

Learn how to automate real estate inquiries from Instagram and save leads directly to Google Sheets using Pabbly Connect. Step-by-step tutorial included. 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. Access Pabbly Connect for Automation

To automate real estate inquiries from Instagram, you need to access Pabbly Connect. Start by opening a new tab and visiting the Pabbly Connect homepage at Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up Free’ button to create your account. Upon signing up, you will receive 100 free tasks every month to practice using Pabbly Connect. If you already have an account, simply sign in to proceed.

2. Create a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will be directed to the ‘All Pabbly Apps’ page. Click on the ‘Access Now’ button under Pabbly Connect to navigate to the dashboard. Here, you can organize your workflows into folders.

• Click on the ‘Create Workflow’ button.
• Select the ‘Beta’ workflow builder for a modern experience.
• Name your workflow, e.g., ‘Add Real Estate Instagram Leads to Google Sheet’.

After creating the workflow, you will be prompted to add a trigger. In this case, select ‘Instagram Lead Ads’ as your trigger app to initiate the workflow whenever a new lead is received.

3. Set Up Instagram Lead Ads Trigger

In the trigger setup page of Pabbly Connect, select ‘New Lead Instant’ as your event. Click the ‘Connect’ button to link your Instagram account through Facebook. Ensure you are logged into your Facebook account connected to your Instagram.

After establishing the connection, you will need to select your Facebook page and the specific lead form. For this tutorial, choose the page named ‘Magic Makers’ and the form labeled ‘New Leads’. Make sure to set the response format to ‘Simple’ before saving and testing the connection.

4. Test Lead Submission from Instagram

To test the integration, navigate to the Meta for Developers page and access the lead ads debug tool. Select your page and form, then delete any previous leads to prepare for a new submission.

• Click on the ‘Preview Form’ button.
• Fill out the form with test data (e.g., email, name, phone number, city).
• Submit the form to generate a new lead.

After submission, return to Pabbly Connect to confirm that the lead data has been captured successfully. You should see the details from the form submission reflected in the response.

5. Add Google Sheets Action to Save Leads

Now that you have successfully set up the trigger, it’s time to add an action step. In Pabbly Connect, click on the ‘Add New Action Step’ button and select ‘Google Sheets’ as your action app. Choose the event ‘Add New Row’ to save the lead information into a Google Sheet.

Connect your Google account by either using an existing connection or creating a new one. After connection, select your specific Google Sheet where you want to save the leads, for example, ‘Instagram Leads’. Map the fields such as full name, email, phone number, and city from the Instagram lead data to the corresponding columns in your Google Sheet.

Finally, click on the ‘Save and Send Test Request’ button to verify that the data is sent to Google Sheets. Check your Google Sheet to confirm that the new lead has been added successfully, ensuring your automation is working perfectly.

Conclusion

This tutorial has demonstrated how to automate real estate inquiries from Instagram and save leads directly to Google Sheets using Pabbly Connect. By following these steps, you can streamline your lead management process and never lose track of potential clients again.