Automatically Send LinkedIn Real Estate Leads WhatsApp & Gmail Follow-Up (No Code Automation)

Learn how to automate your LinkedIn real estate leads follow-up using Pabbly Connect for seamless WhatsApp and Gmail integration. Follow our detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your LinkedIn real estate leads follow-up, you need to access Pabbly Connect. Begin by visiting the Pabbly website at Pabbly.com. If you already have an account, simply click on the ‘Sign In’ button located in the top right corner. If you are a new user, you can sign up for free and receive 100 tasks monthly to explore the features of Pabbly Connect.

After logging in, navigate to the Pabbly Connect application. Here, you will find your dashboard displaying existing workflows and folders. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to choose between the modern beta workflow builder or the classic version. For this guide, select the beta version and name your workflow as ‘Automatically Send LinkedIn Real Estate Leads WhatsApp and Gmail Follow-Up’ before clicking on ‘Create’.

2. Setting Up the Trigger with LinkedIn

The next step involves setting up the trigger application in Pabbly Connect. In this workflow, the trigger will be LinkedIn, specifically the lead notification event. Click on the trigger application box and select LinkedIn from the list. Then, choose the ‘Lead Notification’ event from the dropdown menu.

• Select LinkedIn as the trigger application.
• Choose the ‘Lead Notification’ event.
• Connect your LinkedIn account by clicking ‘Connect’.

If you have an existing connection, you can simply save it. Otherwise, click on ‘Add New Connection’ and enter your LinkedIn credentials. Once connected, select your sponsored account from the dropdown and click on ‘Save and Send Test Request’ to ensure the connection is successful.

3. Integrating WhatsApp with Pabbly Connect

Now that the trigger is set up, it’s time to add the action step for sending WhatsApp messages. In Pabbly Connect, click on ‘Add New Action Step’ and search for ‘WhatsApp Cloud API’. Select the action event as ‘Send Text Message’ and click on ‘Connect’.

Similar to the previous step, if you have an existing connection, you can save it. If not, select ‘Add New Connection’ and enter the required details from the WhatsApp API setup page. You will need to provide your phone number ID, WhatsApp business account ID, and an access token generated from the Meta for Developers site.

• Enter your WhatsApp Business Account ID.
• Provide the Phone Number ID.
• Paste the generated access token.

After entering all the required information, save the action step. Next, you’ll need to map the recipient’s phone number and the message content. Ensure that the phone number does not include the plus sign, which can be formatted using the Text Formatter feature in Pabbly Connect.

4. Sending Follow-Up Emails through Gmail

After setting up WhatsApp messaging, the final step is to send follow-up emails via Gmail. Click on ‘Add New Action Step’ and search for ‘Gmail’. Select the action event ‘Send Email’ and proceed to connect your Gmail account. using Pabbly Connect

As before, if you have an existing connection, you can save it. If not, click on ‘Add New Connection’ and sign in to your Google account. Once connected, you will need to fill in the email details such as sender name, recipient email, subject, and body content.

Enter the sender name as ‘Prime Property’. Map the recipient email from the LinkedIn lead response. Set the email subject to ‘Thank You for Your Interest in Prime Property’.

Fill in the email body content with a personalized message. Once all details are entered, save and send a test request to ensure everything is functioning correctly.

5. Conclusion: Automating Your Follow-Up Process

By following the steps outlined above, you can successfully automate your LinkedIn real estate leads follow-up process using Pabbly Connect. This integration allows you to send immediate WhatsApp messages and follow-up emails through Gmail, enhancing your lead engagement without manual effort.

Utilizing Pabbly Connect for this automation not only saves time but also ensures that your leads receive timely communication, increasing the chances of conversion. Start implementing this workflow today and streamline your real estate follow-up process.