How to Add Housing.com Buyer Leads to Pipedrive Deal Pipeline with Pabbly Connect

Learn how to integrate Housing.com buyer leads into Pipedrive Deal Pipeline using Pabbly Connect with this step-by-step guide. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Begin Integration

To start integrating Housing.com buyer leads into Pipedrive Deal Pipeline, you need to access Pabbly Connect. First, open your browser and navigate to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’. This platform will serve as the central hub for your integration process.

Once on the Pabbly Connect page, you will see options to either sign in or sign up for free. If you’re new to Pabbly Connect, click on ‘Sign Up for Free’ to create an account and receive hundreds of free tasks monthly. If you’re an existing user, simply click ‘Sign In’ to access your account.

2. Create a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, you’ll be directed to your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. This action will prompt you to select between the new workflow builder and the classic one; choose the new one for a modern interface.

Next, enter a name for your workflow and select a folder to save it. You can create a new folder if necessary. Once you’ve set this up, click the ‘Create’ button to proceed. This will open the workflow window where you’ll set up the trigger and action for your integration.

3. Set Up the Trigger with Housing.com

In the workflow window, you will set up the trigger for your integration. Click on the ‘Add Trigger’ button and select ‘Housing.com’ as your application. For the trigger event, choose ‘New Leads’ and click ‘Connect’. This will generate a webhook URL that you need to configure in your Housing.com account. using Pabbly Connect

• Copy the generated webhook URL.
• Contact your Housing.com account manager to add the webhook URL.
• Once added, you will receive lead details in your Pabbly Connect account.

After configuring the webhook, return to Pabbly Connect and click on ‘Capture Webhook Response’ to test the integration. You should see the lead details, including first name, last name, phone number, email address, and area, confirming that the trigger is functioning correctly.

4. Set Up the Action to Create a Person in Pipedrive

Now that the trigger is set up, it’s time to create a person in Pipedrive. Click on ‘Add Action’ and select ‘Pipedrive’ as your application. For the action event, choose ‘Create Person’ and click ‘Connect’. You will need to authenticate your Pipedrive account by adding your API key. using Pabbly Connect

To find your API key, go to your Pipedrive account, click on your profile picture, and navigate to ‘Personal Preferences’. Under the API section, copy your API key and paste it into Pabbly Connect. Once connected, map the required fields such as name, phone number, and email address using the data captured from the Housing.com lead.

5. Create a Deal in Pipedrive

After successfully creating a person in Pipedrive, the next step is to create a deal using the same details. Add another action step, select ‘Pipedrive’ again, and this time choose ‘Create Deal’ as the action event. Click ‘Connect’ and select your existing connection. using Pabbly Connect

In the setup, provide a title for the deal, such as ‘Follow Up with’, and map the lead’s name and person ID from the previous step. Once all required fields are filled, click ‘Save and Send Test Request’. You should receive a positive response indicating that the deal has been successfully created in Pipedrive.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Housing.com buyer leads into your Pipedrive Deal Pipeline. This automation allows for efficient lead management without manual intervention, enhancing your real estate business operations. Try this automation today to streamline your workflow and increase productivity.