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Automatically Send Follow-Up WhatsApp Messages to Real Estate Leads

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating WhatsApp messages, first, access Pabbly Connect by visiting Pabli.com. This platform is essential for setting up your automation workflows.

Once on the homepage, you will see two options: “Sign Up for Free” and “Sign In”. If you are a new user, click on “Sign Up for Free” to create an account and receive 100 free tasks every month.

2. Creating a New Workflow in Pabbly Connect

After logging in to Pabbly Connect, you will be directed to the dashboard. Here, select “Create New Workflow” to initiate your automation process.

Choose “Create from Scratch” or use AI prompts.
Name your workflow, such as “WhatsApp Follow-Up for New Leads”.
Select the trigger event, which in this case is a new lead from 99 Acres.

Once you have set the trigger, click on “Save” to move to the next step. This step is crucial as it establishes the foundation for your automation.

3. Setting Up the Trigger in Pabbly Connect

To configure the trigger, select the application from which you want to receive data. In this case, choose 99 Acres as your source app.

Next, copy the Webhook URL provided by Pabbly Connect. This URL will need to be configured in your 99 Acres account to ensure that leads are sent to your workflow.

Log in to your 99 Acres account.
Navigate to the settings and find the Webhook section.
Paste the copied Webhook URL into the appropriate field.

After configuring the webhook, you will start receiving lead information in your Pabbly Connect workflow whenever a new lead is generated.

4. Sending WhatsApp Messages via Pabbly Connect

Now, it’s time to set up the action step to send a WhatsApp message. For this, you will need to connect your WhatsApp account using Pabbly Connect.

Click on “Add Action Step” and choose Pabbly Chatflow as your application. You will need to enter your API token to authorize the connection. This token can be found in your Pabbly Chatflow account settings.

Go to Pabbly Chatflow and navigate to the settings.
Copy the API token from the API section.
Paste the token back into Pabbly Connect to establish the connection.

After connecting, you can map the lead’s phone number and customize the WhatsApp message that will be sent out automatically whenever a new lead is received.

5. Testing Your Automation in Pabbly Connect

Once everything is set up, it’s crucial to test your automation. In Pabbly Connect, click on “Test Workflow” to ensure that your WhatsApp messages are sent correctly.

When prompted, send a test lead through your 99 Acres account. You should receive a WhatsApp message to confirm that the automation is working as intended. If successful, you will see a confirmation message in your Pabbly Connect dashboard.

Now, you have successfully automated WhatsApp messages for new leads using Pabbly Connect. This setup not only saves time but also enhances engagement with potential clients.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages for new leads using Pabbly Connect. By setting up triggers and actions, you can ensure timely follow-ups and improve client engagement effortlessly.