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Automatically Send SMS to Real Estate Leads (Step-by-Step)

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Pabbly with WBook QR, first access Pabbly Connect by visiting Pabbly.com. This powerful automation tool allows you to connect various applications seamlessly.

Once on the homepage, you have two options: “Sign In” if you are an existing user or “Sign Up Free” if you are new. New users can explore 100 free tasks each month, making it easy to test the platform.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you can create a new workflow to connect your applications. Click on the “Create Workflow” button to begin.

Select “Create from Scratch” to build a workflow tailored to your needs.
Name your workflow to easily identify it later.
Choose the trigger application, in this case, 99 Acres, to start the automation process.

After defining the trigger, you will set up the actions that follow. This step is crucial as it determines how leads will be managed through the integration.

3. Setting Up Triggers with WBook QR

In this step, you will configure the trigger event in Pabbly Connect. Select the event that will initiate the workflow, specifically when a new lead comes in from 99 Acres. This setup ensures that every new lead triggers the automation.

Once the trigger is selected, copy the webhook URL provided. This URL will be used to capture lead information sent from WBook QR. Ensure to configure this URL with your 99 Acres account to start receiving leads.

Log in to your 99 Acres account and navigate to the integration settings.
Paste the copied webhook URL into the designated field for lead capture.
Save the changes to activate the integration.

With the trigger set up, you can now proceed to test the integration to ensure it captures leads correctly.

4. Sending SMS Notifications via Pabbly Connect

After successfully setting up the trigger, the next step is to configure the action in Pabbly Connect to send SMS notifications. Select the action application, which in this case is the SMS sending application, 12.

Here, you will need to enter the required details such as the sender number, recipient number, and the body of the SMS. The body should include personalized information like the lead’s name to make the follow-up more engaging.

Input the SMS body that says, ‘Hi {Name}, thanks for your inquiry. We will contact you shortly with property details.’
Map the lead’s name and phone number from the trigger step to personalize the message.
Click on “Save and Send Request” to finalize the setup.

Once completed, you can test the entire workflow to ensure that SMS notifications are sent automatically whenever a new lead is captured.

5. Conclusion

In this tutorial, we demonstrated how to integrate Pabbly Connect with WBook QR for automated lead management. By following the steps outlined, you can easily set up a workflow that captures leads and sends personalized SMS notifications.

This integration not only streamlines your lead management process but also enhances communication with potential clients, ensuring timely follow-ups. With Pabbly Connect, you can automate various tasks, making your business operations more efficient.