How to Add Real Estate Leads to Zoho Sheet Automatically

Learn how to automate adding real estate leads to Zoho Sheet using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. 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. Accessing Pabbly Connect for Automation

To start automating the addition of real estate leads to your Zoho Sheet, you’ll first need to access Pabbly Connect. Begin by navigating to Pabbly.com/connect in your web browser. Once there, you will see options to either sign in or sign up for a free account.

If you’re a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks per month. For existing users, simply sign in to your account. Once logged in, you can access the Pabbly Connect dashboard, which is essential for creating your automation.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta version or the classic version. For this tutorial, select the beta version for its modern features.

• Click on ‘Select’ to open the workflow creation dialog.
• Name your workflow as ‘Add Real Estate Leads to Zoho Sheet Automatically’.
• Choose your desired folder, for example, ‘Automations’.

Once you have set the name and folder, click on the ‘Create’ button to finalize your workflow setup in Pabbly Connect.

3. Setting Up the Trigger for New Leads

The next step is to set up a trigger that will initiate the workflow whenever a new real estate lead is received. For this, select ’99 Acres’ as your trigger application and choose ‘New Leads’ as the event. Click on ‘Connect’ to generate a webhook URL.

This webhook URL is crucial as it will link your 99 Acres account to Pabbly Connect. Copy this URL and send it to your 99 Acres account manager to enable the webhook integration. Once activated, you will start receiving lead details in your Pabbly Connect workflow.

4. Adding Action to Create Rows in Zoho Sheet

After successfully setting up the trigger, you will need to add an action to create a new record in Zoho Sheet. Choose ‘Zoho Sheet’ as your action application and select ‘Create Row’ as the event. Click on ‘Connect’ to link your Zoho Sheet account with Pabbly Connect.

• Enter your Zoho domain, for example, ‘zoho.in’.
• Grant access to Pabbly Connect to manage your Zoho Sheet data.
• Select the workbook and worksheet where the data will be added.

Map the lead details such as first name, last name, email, and phone number from the trigger response to the corresponding fields in Zoho Sheet. This mapping ensures that every new lead is accurately recorded in your Zoho Sheet.

5. Testing the Automation Workflow

Once you’ve mapped all the required fields, click on ‘Save and Send Test Request’ to ensure that the integration works correctly. If successful, you will receive a confirmation response indicating that a new lead has been added to your Zoho Sheet.

To verify, refresh your Zoho Sheet, and you should see the new lead details populated in the specified columns. This confirms that your automation is now fully operational and that Pabbly Connect is effectively managing the integration between 99 Acres and Zoho Sheet.

Conclusion

In this tutorial, we explored how to automate adding real estate leads to Zoho Sheet using Pabbly Connect. By following these steps, you can streamline your lead management process efficiently. Automating this workflow not only saves time but also ensures accuracy in your records.