How to Add Real Estate Leads to Systeme.io Automatically

Learn how to automate adding real estate leads to your Systeme.io account using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Real Estate Leads

To automate adding real estate leads to your Systeme.io account, you need to access Pabbly Connect. Start by visiting pabby.com/connect in your browser. This will direct you to the Pabbly Connect homepage.

If you are a new user, click on the ‘Sign Up Free’ button to create an account and receive 100 free tasks per month. Existing users can simply sign in to their accounts. Once logged in, you will see all Pabbly applications. Click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow for adding real estate leads. Click on the ‘Create Workflow’ button. You will be prompted to select between the new beta version or the classic version of the workflow builder. Choose the beta version for a faster experience.

• Click on ‘Select’ to proceed with the beta version.
• Name your workflow as ‘Add Real Estate Leads to Systeme.io Automatically’.
• Select the folder where you want to save this workflow.

Once you have named your workflow and selected the appropriate folder, click on the ‘Create’ button. This sets the stage for your automation process.

3. Setting Up Trigger and Action with Pabbly Connect

In this section, you will configure the trigger and action for your workflow using Pabbly Connect. Since you will be receiving leads from 99 Acres, select it as your trigger application and choose ‘New Leads’ as the event.

After selecting the trigger, click on ‘Connect’. You will receive a webhook URL that you need to copy and configure in your 99 Acres account. This webhook will allow Pabbly Connect to receive lead information automatically.

• Send the copied webhook URL to your 99 Acres account manager for activation.
• Wait for confirmation that the webhook has been activated.
• Once activated, Pabbly Connect will start receiving lead data.

After receiving a successful response from the webhook, you can proceed to set the action step.

4. Connecting to Systeme.io Using Pabbly Connect

Now that the trigger is set up, the next step is to add an action in Pabbly Connect. Choose Systeme.io as your action application and select ‘Create Contact’ as the action event. Click on ‘Connect’ to proceed.

You will need to create a new connection by entering your API key and domain. To find the API key, log in to your Systeme.io account, go to your profile settings, and find the API key section. Generate a new key if needed.

Copy the API key and paste it into Pabbly Connect. Ensure the domain is correctly entered. Click ‘Save’ to establish the connection.

Once connected, you can map the lead details to the contact fields in Systeme.io.

5. Mapping Lead Details to Systeme.io with Pabbly Connect

The final step involves mapping the lead details received from 99 Acres to the corresponding fields in Systeme.io using Pabbly Connect. In the action setup, input the required fields such as email address, first name, last name, and phone number.

Instead of manually entering these details, you can map them dynamically from the previous trigger step. This ensures that every new lead captured is automatically updated in your Systeme.io account.

Map the email address, first name, last name, and phone number fields. Leave optional fields blank if they are not required. Click on ‘Save and Send Test Request’ to verify the integration.

After saving, check your Systeme.io account to confirm that the contact has been successfully created. This completes the automation setup for adding real estate leads to your Systeme.io account.

Conclusion

In this tutorial, we explored how to automate adding real estate leads to your Systeme.io account using Pabbly Connect. By following these steps, you can ensure that every new lead is captured and managed effectively, streamlining your real estate business operations.