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How to Capture and Manage Real Estate Leads Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating your real estate lead management, access Pabbly Connect by visiting pav.com/connect in your browser. This platform enables seamless integration between various applications, making it easier to manage leads.

Once on the homepage, you will see options to sign in or sign up. If you’re a new user, select “Sign Up Free” to get 100 tasks monthly at no cost. Existing users can simply sign in to access their dashboards.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard and create a new workflow. Select “Create from Scratch” and then choose the “Beta” version for a modern interface. Name your workflow, such as “How to Capture and Manage Real Estate Leads Automatically,” and select a folder for organization.

Click on the “Create” button to start the setup.
Understand the two principles: Trigger and Action.
Triggers initiate actions within Pabbly Connect.

With your workflow set, you can now establish the trigger by selecting 99 Acres as the application and “New Leads” as the event. This setup allows you to capture leads directly from your 99 Acres account.

3. Setting Up the Trigger in Pabbly Connect

Upon selecting your trigger application, Pabbly Connect provides a webhook URL. This URL needs to be configured in your 99 Acres account to start receiving lead data. Reach out to your account manager to activate this integration.

Copy the webhook URL and send it to your backend team at 99 Acres. Once activated, you will begin receiving lead information directly into your workflow. After a few moments, you should see a successful response showing details like property type, name, email, address, contact, and city.

4. Adding Action Steps in Pabbly Connect

After successfully capturing lead details, it’s time to add an action step. In this case, select Google Sheets as your action application and choose “Add a New Row.” This action will automatically log the captured lead data into your Google Sheets.

To establish this connection, select “Add a New Connection” and sign in with your Google account. Allow Pabbly Connect to access your Google Sheets data securely. Once connected, choose the spreadsheet named “New Lead” and the corresponding sheet (Sheet1).

Map the required fields: name, email, phone number, property type, and city.
Use the mapping feature to ensure data flows correctly from 99 Acres to Google Sheets.

After mapping the data, click “Save and Send Request” to log the lead information into your Google Sheets. You should see a confirmation of a successful entry.

5. Conclusion: Automate Your Lead Management with Pabbly Connect

By following these steps, you can effectively automate lead management for your real estate business using Pabbly Connect. This integration ensures that no leads are missed and that all information is organized in Google Sheets.

Utilizing Pabbly Connect not only streamlines your workflow but also enhances your ability to manage leads efficiently. Start automating your processes today for better productivity and lead tracking!