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Automate Your Real Estate Lead Management with Salesforce CRM

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate 99 Acres with Salesforce, first, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabby.com. Once there, you can sign in if you are an existing user or create a new account to get started.

After signing in, navigate to the Pabbly apps page. From there, click on the option to access Pabbly Connect. This will take you to the app dashboard, where you can create new workflows and manage existing ones.

2. Creating a New Workflow in Pabbly Connect

Next, you will create a new workflow in Pabbly Connect. Click on the “Create Workflow” button, and name your workflow something descriptive, like “Automate Your Real Estate Lead Management with Salesforce CRM”. Select a folder for your workflow and click on “Create” to proceed.

Click on “Create Workflow”.
Name your workflow.
Select a folder for organization.
Click “Create” to finalize.

Once your workflow is created, you will see a prompt to set up your trigger application. This is where the automation begins.

3. Setting Up the Trigger Application in Pabbly Connect

For this integration, you will select 99 Acres as your trigger application in Pabbly Connect. The trigger event will be set to “New Leads”. This means that whenever a new lead is created in 99 Acres, it will trigger the workflow.

After selecting the trigger application, you will need to connect it to Pabbly Connect. A webhook URL will be generated, which serves as a bridge between 99 Acres and Pabbly Connect. You will need to send this webhook URL to your account manager at 99 Acres to complete the setup.

4. Capturing Lead Details from 99 Acres

Once the webhook setup is completed, you can capture lead details in Pabbly Connect. Click on “Capture Webhook Response” to start waiting for the lead details to be sent from 99 Acres. When a new lead is received, the details will appear in Pabbly Connect.

For example, you might receive the following details: First Name: John, Last Name: Doe, Email: [email protected], Phone Number: 1234567890. This confirms that the connection is working properly.

5. Adding Leads to Salesforce from Pabbly Connect

With lead details captured, the next step is to add these leads to Salesforce. In Pabbly Connect, select Salesforce as your action application. You can choose to create a contact or a lead based on your requirements.

After selecting the action, connect to Salesforce. If you already have a connection established, you can save it; otherwise, create a new connection. Once connected, you will map the lead details from 99 Acres to the appropriate fields in Salesforce, ensuring that every new lead is added dynamically.

Select Salesforce as the action application.
Choose to create a contact or lead.
Map lead details from 99 Acres to Salesforce fields.

After mapping the fields, you can test the connection to ensure that everything is set up correctly. Once confirmed, your automation is complete, and new leads will be added to Salesforce automatically.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to seamlessly integrate 99 Acres with Salesforce. This automation allows you to manage leads effectively without manual input, enhancing your real estate business operations.