How to Send Bulk SMS for Real Estate Leads

Learn how to effectively send bulk SMS for real estate leads using Pabbly Connect. This tutorial covers step-by-step integration with Google Sheets and SMS applications.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Bulk SMS

To send bulk SMS for real estate leads, you first need to access Pabbly Connect. Start by visiting Pabbly’s website and navigating to the Pabbly Connect section. Here, you can either sign in if you are an existing user or sign up for a free account to explore the features.

After signing in, you will be taken to the Pabbly Connect dashboard. To create your first workflow, click on the ‘Create Workflow’ button. This is where you will set up the integration that allows you to send personalized SMS messages to your leads.

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 and give your workflow a name, such as ‘Send Bulk SMS for Real Estate Leads’. You will also need to select a folder for your workflow.

• Click on the ‘Create’ button to finalize your workflow setup.
• Ensure you select the Beta version for a more flexible experience.
• You will see a new workflow window where you can configure your triggers and actions.

Now that your workflow is created, you will set up the trigger. This is essential for automating the SMS sending process. In this case, you will select Google Sheets as your trigger application and the event as ‘New Spreadsheet Row’. This means every time a new lead is added to your Google Sheet, Pabbly Connect will initiate the workflow.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you need to provide a webhook URL generated by Pabbly. This URL will capture the lead data from Google Sheets. Copy the webhook URL and navigate to your Google Sheets account.

• Open Google Sheets and click on the Extensions menu.
• Select Add-ons and then Get Add-ons to install the Pabbly Connect add-on.
• After installation, refresh your Google Sheets to see the Pabbly Connect options.

Once you have the Pabbly Connect add-on installed, select it and choose ‘Initial Setup’. Here, paste the webhook URL you copied from Pabbly Connect. Specify the trigger column in your Google Sheet, which will be the last column where new data will be entered. After submitting, you will see a confirmation that the setup is successful.

4. Sending Bulk SMS Using Pabbly Connect

With Google Sheets connected to Pabbly Connect, the next step is to set up the action to send SMS messages. For this, you will use an SMS sending application such as Twilio. In Pabbly Connect, add an action step and select Twilio as your SMS application.

You will need to connect your Twilio account by entering the required credentials such as Account SID and Auth Token. These details can be found in your Twilio console. After successfully connecting, you can now configure the SMS message body and recipient phone numbers.

In the message body, you can personalize the SMS by mapping the lead’s first name from the Google Sheet data. Ensure to enter the correct phone numbers for the recipients. Click on ‘Save & Send Test Request’ to verify that the SMS is sent successfully.

Once everything is configured, you will receive a test SMS on the specified number, confirming that your setup is working correctly. Now, every time a new lead is added to Google Sheets, Pabbly Connect will automatically send a personalized SMS to that lead.

5. Sending Bulk SMS to All Leads with Pabbly Connect

To send bulk SMS to all leads in your Google Sheets, return to the Pabbly Connect dashboard. You can utilize the ‘Send All Data’ feature, which allows you to send SMS to all leads at once. This is a powerful feature that automates the communication process for your real estate business.

Simply select the option to send all data and click on the button. This will trigger Pabbly Connect to send SMS to every lead listed in your Google Sheets. You can customize the message for bulk sending, ensuring every lead receives the same information simultaneously.

With Pabbly Connect, you can efficiently manage your real estate leads and ensure timely communication through SMS. This automation not only saves time but also enhances your engagement with potential clients.

Conclusion

In conclusion, using Pabbly Connect to send bulk SMS for real estate leads simplifies the communication process. By integrating Google Sheets and SMS applications, you can automate notifications and engage with leads effectively. This step-by-step guide provides all the necessary instructions to set up your workflow seamlessly.