Automate Real Estate Leads via WhatsApp Alerts

Learn how to automate real estate leads with WhatsApp alerts using Pabbly Connect. Step-by-step guide to streamline your lead management process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Real Estate Automation

To automate real estate leads via WhatsApp alerts, start by accessing Pabbly Connect. Open a new tab and search for ‘Pabbly.com/connect’ to reach the Pabbly Connect landing page.

If you’re a new user, click on the ‘Sign Up Free’ button to create your account. This gives you access to 100 free tasks monthly, allowing you to explore the application. Existing users should click ‘Sign In’ to access their dashboards and start creating workflows.

2. Creating a Workflow in Pabbly Connect

Once logged into your Pabbly Connect account, navigate to the dashboard and click on the ‘Create Workflow’ button. Select ‘Create from Scratch’ to begin building your automation.

Choose between the new beta version or the classic version of the workflow builder. For this guide, we will select the new beta version. Name your workflow, for example, ‘Automate Real Estate Leads via WhatsApp’, and save it in a designated folder.

3. Setting Up Google Sheets as the Trigger

For the trigger application, select Google Sheets, as it captures leads from your Google Form. Click the plus button, choose Google Sheets, and set the event to ‘New or Updated Spreadsheet Row’. Then, click the ‘Connect’ button.

Copy the webhook URL provided by Pabbly Connect. You will then need to link this webhook to your Google Sheet. Open your Google Form, navigate to the responses tab, and link it to an existing spreadsheet. Once linked, this will allow Pabbly Connect to receive new lead data directly.

• Open your Google Form and go to Responses.
• Click on ‘Link to Spreadsheet’ and select your existing spreadsheet.
• Copy the webhook URL from Pabbly Connect and paste it into the Google Sheets add-on.

After setting up the webhook, test it by submitting a form entry. This will ensure that your workflow is receiving data correctly.

4. Integrating WhatsApp for Alerts

Now, it’s time to set up WhatsApp as the action application. Click the plus button in your workflow and select WhatsApp Cloud API. Choose the event to send a text message and click ‘Connect’.

For a new connection, you will need to enter your WhatsApp API details, including the token and phone number ID. These can be obtained from your Meta developer account. Ensure you have created a WhatsApp business account and generated the necessary access token.

• Log into your Meta developer account.
• Create a new app and navigate to the WhatsApp section.
• Generate an access token and copy the phone number ID.

After entering these details in Pabbly Connect, map the recipient’s phone number and the message content from the Google Sheet. This ensures that each lead receives a personalized message.

5. Creating Contacts in Pipedrive

The final step is to create a contact in Pipedrive. Click the plus button again and select Pipedrive as the action application. Choose the event to create a person and connect your Pipedrive account using the API token. using Pabbly Connect

Map the necessary fields such as name, email, and phone number from your Google Sheet. This dynamic mapping ensures that each new lead is automatically added to your CRM for better management.

Log into your Pipedrive account and navigate to personal preferences to find the API token. Map the lead’s details from Google Sheets to Pipedrive fields. Test the integration by sending a test request and verifying the contact creation.

Once completed, your workflow will automatically send WhatsApp alerts and create contacts in Pipedrive every time a new lead fills out your Google Form.

Conclusion

By utilizing Pabbly Connect, you can streamline the process of managing real estate leads through automated WhatsApp alerts and CRM integration. This ensures timely responses to inquiries and efficient lead management.