Automate Real Estate Lead Qualification with Pabbly Connect and AI Agents

Learn how to automate real estate lead qualification using Pabbly Connect and AI agents. Follow this detailed tutorial to integrate Google Forms and OpenAI seamlessly.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate real estate lead qualification, the first step is to access Pabbly Connect. Start by navigating to the Pabbly Connect website. Here, you will find options to sign up for a free account if you are a new user or sign in if you already have an account.

Once logged in, you will reach the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button to start setting up your automation. This workflow will allow you to capture leads from Google Forms and send them to OpenAI for qualification.

2. Create a Workflow in Pabbly Connect

After accessing the dashboard, it’s time to create your workflow in Pabbly Connect. Click on ‘Create Workflow’ and name it something relevant, like ‘AI Agent for Real Estate Lead Qualification.’ Select a folder for your workflow and click ‘Create’ to proceed.

• Click on ‘Create Workflow’
• Name your workflow
• Select a folder and click ‘Create’

In the workflow interface, you will see two sections: the trigger and action windows. The trigger is set to activate when a new lead is submitted via Google Forms, while the action will process this information through OpenAI.

3. Set Up Google Forms as Trigger

To link Google Forms with Pabbly Connect, select Google Forms as the trigger app. Choose the trigger event as ‘New Response Received’ to capture new lead submissions. Pabbly Connect will provide you with a webhook URL that you need to integrate into your Google Form.

To add this webhook URL, open your Google Sheets linked to the Form, navigate to Extensions > Add-ons > Get Add-ons, and install the Pabbly Connect Webhooks add-on. After installation, refresh your Google Sheets and set up the webhook URL in the add-on’s initial setup.

4. Configure OpenAI as Action Step

After setting up the Google Forms trigger, the next step in Pabbly Connect is to configure OpenAI as the action step. Search for OpenAI in the action app section and select the action event ‘Chat GPT Structured AI Output’. Connect your OpenAI account by entering the API key, which can be generated from your OpenAI dashboard.

Once connected, you will need to set the AI model to GPT-4 Mini for structured responses. In the prompt fields, enter your system prompt and user prompt to guide the AI in processing lead data. Ensure you specify that you want responses in a structured JSON format to capture both the lead qualification status and explanation.

5. Update Google Sheets with Qualification Results

Finally, to complete the automation process, you will need to update your Google Sheets with the qualification results from OpenAI. In Pabbly Connect, add another action step and select Google Sheets again, this time choosing the action event ‘Update Row’. Connect your Google Sheets account and select the relevant spreadsheet and sheet.

• Select the spreadsheet for updates
• Map the row index from the trigger step
• Map the qualification status and explanation fields

After mapping the necessary fields, click on ‘Save and Send Test Request’ to confirm that the data updates correctly in your Google Sheets. This step ensures that every time a new lead is qualified, their status and explanation are recorded automatically.

Conclusion

By following these steps, you can successfully automate real estate lead qualification using Pabbly Connect and AI agents. This integration not only streamlines your lead management process but also enhances efficiency by providing immediate feedback on lead quality.