Learn how to automate sending property listings via WhatsApp for Housing.com leads using Pabbly Connect. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To send property listings automatically via WhatsApp for Housing.com leads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect. This is where you will create the automation workflow needed for your real estate business.
Once on the Pabbly Connect landing page, you will see options to sign in or sign up for a free account. If you’re a new user, you can sign up for free and get 100 free tasks each month. After signing in, you will be directed to the Pabbly Connect dashboard, where you can begin creating your automation.
2. Creating Your Workflow in Pabbly Connect
In the Pabbly Connect dashboard, click on the Pabbly Connect button to create a new workflow. You will see a button labeled Create Workflow. Click on this button to start the setup process.
- Select the new beta method for a modern workflow experience.
- Name your workflow, e.g., Send Property Listings Automatically via WhatsApp for Housing.com.
- Choose a folder to organize your workflow.
After these steps, click on the Create button. Your workflow will now be created in Pabbly Connect. The next step is to set up the trigger for your automation.
3. Setting Up the Trigger for New Leads
To automate sending property listings, you need to configure a trigger in Pabbly Connect. Click on the trigger application and select Housing.com as the application. Then, choose New Lead as the event for the trigger.
After selecting the event, click the Connect button. Pabbly Connect will provide you with a unique webhook URL. This URL needs to be sent to your account manager at Housing.com to establish the connection. Once the connection is made, any new lead generated will trigger the automation.
4. Sending WhatsApp Message with Pabbly Connect
Now that the trigger is set up, you need to configure the action step to send a WhatsApp message. In Pabbly Connect, select the action application as WhatsApp Cloud API and choose Send Template Message as the event.
- Click on Add New Connection to set up the WhatsApp API.
- Enter your token, phone number ID, and WhatsApp business account ID.
- Make sure to create a permanent token for your WhatsApp API setup.
After entering the required details, click the Save button. You will then map the lead’s phone number from the previous step to send the WhatsApp message successfully.
5. Testing the Integration and Finalizing
With the WhatsApp message action configured, it’s time to test the integration. Use a test lead to ensure that the WhatsApp message is sent correctly. In Pabbly Connect, map the lead’s phone number and select the template you created for property listings.
Click the Send Test Request button to check if the message is delivered. You should receive a WhatsApp message with the property listing PDF attached. If successful, this means your integration is working perfectly!
Conclusion
Using Pabbly Connect, you can efficiently automate the process of sending property listings via WhatsApp for leads generated on Housing.com. This integration not only saves time but also enhances communication with potential clients. Start automating today to streamline your real estate business!
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