Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect to Automate Email Follow-Ups

To start automating your follow-up emails, access Pabbly Connect by navigating to pabbly.com/connect in your browser. Here, you will find options to either sign in or sign up for free. If you are a new user, click on the sign-up button to create an account and get 100 free tasks each month.

Once logged in, you will see the Pabbly apps window. Click on ‘Access Now’ under Pabbly Connect to enter the dashboard. This is where you will create a new workflow to automate sending emails to your real estate leads.

2. Creating a Workflow in Pabbly Connect for Email Automation

In the Pabbly Connect dashboard, you can create a workflow by selecting ‘Create from Scratch’. This method allows you to build your automation step by step. When prompted, describe your workflow as “When a new lead comes in from 99 Acres, send mail via Gmail”.

  • Select the trigger app as 99 Acres and the trigger event as “New Lead”.
  • For the action app, choose Gmail and select the action event as “Send Email”.

After setting up these parameters, approve and create the workflow. You will receive a workflow link, indicating that your automation setup is ready to go. This is where the magic of Pabbly Connect begins, linking your lead generation with email communication.

3. Setting Up Trigger and Action in Pabbly Connect

Next, you will need to set up the trigger and action for your automation. Copy the webhook URL provided by Pabbly Connect and configure it in your 99 Acres account. This step is crucial as it allows you to capture leads automatically.

To activate the integration, contact your 99 Acres account manager and provide them with the webhook URL. Once they activate it, you will start receiving lead information in your Pabbly Connect account. After a successful setup, you can see the lead details in the webhook response.

  • The trigger is set to “New Lead” from 99 Acres.
  • The action will send an email via Gmail to the lead’s email address.

Now that the trigger is configured, you can proceed to set up the action that sends the email via Gmail. This is where Pabbly Connect truly shines, automating the follow-up process seamlessly.

4. Configuring Email Settings to Send Personalized Emails

To configure the email settings, select the Gmail account you want to use for sending emails. Click on ‘Sign in with Google’ and allow Pabbly Connect access to your Gmail account. Once connected, you can set up the sender name and email address.

For the email recipient, map the lead’s email address from the previous step. This mapping ensures that each lead receives a personalized email. In the subject line, enter “Thank you for your property inquiry from Prime Properties”. For the email content, you can either use HTML or plain text.

  • Map the lead’s name and email dynamically for personalization.
  • Select HTML as the content type if you’re using HTML formatted emails.

After filling in all the necessary details, click on ‘Save and Send Request’. This completes the email setup process, allowing you to send personalized follow-up emails automatically through Pabbly Connect.

5. Testing and Verifying Email Delivery through Pabbly Connect

Once you have configured your email settings, it’s time to test the automation. Send a test lead through your 99 Acres account to ensure that the email is sent correctly. You should receive a confirmation response indicating that the email was sent successfully.

Check your Gmail inbox to verify that the email was received. The email should display the correct subject, sender name, and personalized content. This step is crucial to ensure that your automation is working as intended.

With Pabbly Connect, you can now automate follow-up emails to your real estate leads effortlessly. If everything works well, you can start using this workflow for all your future leads, ensuring prompt communication and better lead management.

Conclusion

In summary, using Pabbly Connect allows you to automatically send personalized follow-up emails to your real estate leads. By integrating 99 Acres with Gmail, you can streamline your lead management process effectively. This automation ensures that you never miss an opportunity to engage with potential clients.