Build a Real Estate Funnel to Nurture Your Leads with Pabbly Connect

Learn how to build an effective real estate funnel using Pabbly Connect to automate lead nurturing through Google Sheets, Gmail, and WhatsApp. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Your Real Estate Funnel

To build your real estate funnel using Pabbly Connect, start by accessing the platform. If you’re a new user, sign up for a free account through the provided link. This gives you 100 free tasks each month to explore Pabbly Connect and its features.

Existing users can log in directly to their Pabbly Connect account and navigate to the workflow builder. Once logged in, you can create a new workflow that will automate the process of adding leads from Facebook into Google Sheets and your CRM.

2. Setting Up the Trigger with Facebook Lead Ads

The first step in your automation is to set up the trigger using Pabbly Connect. Click on the ‘Add Trigger’ button and select ‘Facebook Lead Ads’ as the application. Choose the event as ‘New Lead Instant’ to capture new leads as they come in.

• Search for Facebook Lead Ads in the trigger application.
• Select the event as ‘New Lead Instant’.
• Connect your Facebook account by clicking on ‘Connect’.

After connecting, select the specific Facebook page and lead generation form you want to use. Make sure to switch on the Simple Response button for easier data capture. Once everything is set, click on ‘Save and Send Test Request’ to ensure the connection works properly.

3. Adding Leads to Google Sheets via Pabbly Connect

Once the trigger is set, the next action is to add the captured lead details into Google Sheets using Pabbly Connect. Click on ‘Add New Action Step’ and choose ‘Google Sheets’ as your action application.

• Select the event as ‘Add New Row’.
• Connect your Google Sheets account.
• Choose the spreadsheet and specific sheet where you want to store the lead details.

After connecting, map the lead data from the previous step to the corresponding fields in your Google Sheets. This dynamic mapping ensures that every new lead is automatically added to your spreadsheet without manual entry. Finally, click ‘Save and Send Test Request’ to verify that the data is correctly inserted into your Google Sheets.

4. Creating a Contact in Your CRM with Pabbly Connect

Now that the lead details are stored in Google Sheets, the next action is to create a contact in your CRM using Pabbly Connect. Click on ‘Add New Action Step’ again and select your CRM application, such as Zoho CRM.

For this action, choose the event ‘Create Contact’. Connect your CRM account and enter the necessary domain details. Map the required fields such as first name, last name, and email address from the lead data captured earlier. Once all the necessary details are mapped, click on ‘Save and Send Test Request’ to confirm that a new contact is created in your CRM.

Upon successful completion, you can check your CRM to see if the new contact has been added with the correct details. This integration ensures that your leads are automatically managed in your CRM, simplifying your follow-up process.

5. Sending Automated Emails and WhatsApp Messages

The final steps in your real estate funnel involve sending automated emails and WhatsApp messages to nurture your leads. Start by adding a new action step for Gmail in Pabbly Connect. Choose the event ‘Send Email’ and connect your Gmail account.

Map the recipient’s email address and customize the email subject and body. You can use dynamic mapping to personalize the message with the lead’s name and city. After configuring the email settings, click on ‘Save and Send Test Request’ to ensure the email is sent correctly.

Next, add another action step for WhatsApp using the WhatsApp Cloud API. Connect your WhatsApp account and set up the message template. Map the lead’s name and city to personalize the message before sending it. Click on ‘Save and Send Test Request’ to confirm that the WhatsApp message is successfully sent to the lead.

Conclusion

In this tutorial, we explored how to build a real estate funnel using Pabbly Connect to automate lead nurturing processes. By integrating Facebook, Google Sheets, Gmail, and WhatsApp, you can efficiently manage and communicate with your leads. Implementing this automation allows you to focus on growing your business while Pabbly Connect handles the backend tasks seamlessly.