Learn how to effectively capture Housing.com leads in Google Sheets and notify your team using Pabbly Connect. Step-by-step guide included! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To start capturing Housing.com leads in Google Sheets, you need to access Pabbly Connect. Open a new tab and enter ‘Pabbly.com/connect’ in your browser to reach the Pabbly Connect landing page.
Once on the landing page, you have two options: ‘Sign In’ for existing users or ‘Sign Up for Free’ for new users. If you’re new, select the free plan to get started. After signing in, you will access the dashboard where you can create your workflow.
2. Creating a Workflow in Pabbly Connect
To create a workflow in Pabbly Connect, click on the ‘Create a Workflow’ button. You’ll be prompted to choose between the new workflow builder and the classic one. Select the new workflow builder for a modern interface.
- Enter ‘Capture Housing.com Leads and Sheets’ as the workflow name.
- Choose ‘Automations’ as the folder to save your workflow.
- Click the ‘Create’ button to proceed.
Once created, you will see the workflow window, where you can set up triggers and actions. Triggers start the automation process, while actions are the results of that trigger. Click on ‘Add Trigger’ to begin.
3. Setting Up the Trigger for Housing.com Leads
In this step, you will set up the trigger for capturing leads from Housing.com using Pabbly Connect. Search for ‘Housing.com’ in the trigger application section and select it. For the trigger event, choose ‘New Leads’ and click on ‘Connect’.
Pabbly Connect will provide you with a webhook URL that you need to configure in your Housing.com account. Reach out to your Housing.com account manager to add this URL, as it cannot be added directly from the user interface.
4. Adding Lead Details to Google Sheets
After successfully capturing leads, the next step is to add these details to Google Sheets using Pabbly Connect. Click on ‘Add New Action Step’ and search for ‘Google Sheets’. For the action event, select ‘Add New Row’ and click on ‘Connect’.
- Choose to add a new connection or select an existing one.
- Sign in with your Google account to grant access.
- Select the spreadsheet where you want to add the lead details.
Map the lead details from the trigger to the corresponding fields in your Google Sheets. This dynamic mapping ensures that each new lead is accurately recorded. Finally, click on ‘Save and Send Test Request’ to verify that the details are correctly added to your sheet.
5. Notifying Your Team on Google Chat
To ensure your team is notified about new leads, you will set up a notification system using Pabbly Connect. Click on ‘Add New Action Step’ and search for ‘Google Chat’. Select ‘Create Message’ as the event and click on ‘Connect’.
You will need to provide a chat webhook URL for the Google Chat space where notifications will be sent. Create a webhook in your Google Chat space and copy the link. Paste this link into your Pabbly Connect workflow.
Next, create a message template that includes the lead details. Use the mapping feature to dynamically insert the lead information into your message. Click on ‘Save and Send Test Request’ to send a test notification to your team on Google Chat.
Conclusion
By following these steps, you can efficiently capture leads from Housing.com into Google Sheets and notify your team using Pabbly Connect. This automation not only saves time but also ensures that your team is always updated with the latest leads. Start using Pabbly Connect today to streamline your lead management process!
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