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How to Send Real Estate Leads to CRM Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, open your browser and navigate to pabbl.com/connect. This platform is essential for integrating See, CRM with other applications.

Once on the landing page, existing users can access their workflow builder directly. New users should click on the “Sign up for free” option in the top right corner. This allows you to explore Pabbly Connect with 100 free tasks monthly, which is a great way to start automating your processes.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger to capture new leads. Start by clicking on the “Add Trigger” button in Pabbly Connect and select 99 acres as the trigger application.

Select “New Leads” as the event.
Click on the “Connect” button to establish the connection.
Copy the Webhook URL provided by Pabbly Connect.

After copying the Webhook URL, configure it in your 99 acres account by contacting their support team. This step is crucial for receiving lead information automatically.

3. Capturing the Webhook Response

Once the Webhook URL is set up, Pabbly Connect will capture the response from 99 acres. This response contains the details of the leads generated.

To confirm that the integration is working, you should see the lead details appear in the “Web Response” section. This indicates that your setup is functioning correctly and that data is being transferred successfully.

4. Adding Action Step to Connect Salesforce

Next, we will set up the action step to send captured leads to Salesforce CRM. Click on the “Add New Action Step” in Pabbly Connect and search for Salesforce.

Select “Create Contact” as the event.
Click on “Connect” to link your Salesforce account.
If prompted, log in to your Salesforce account and allow necessary permissions.

Once connected, Pabbly Connect will prompt you to map the lead details from the previous step. This mapping ensures that the data is dynamically inserted into Salesforce whenever a new lead is captured.

5. Testing the Integration and Final Steps

After mapping the lead details, click on “Save and Send Test Request” in Pabbly Connect. A successful response will confirm that a new contact has been created in your Salesforce CRM.

To verify, open your Salesforce account and check the CRM for the newly added lead details. This automation allows you to efficiently manage leads from 99 acres directly within Salesforce.

Now, every time a new lead is generated from 99 acres, it will automatically be added to your Salesforce CRM, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to integrate See, CRM using Pabbly Connect to automate lead management. This process enhances efficiency by ensuring new leads are instantly captured in Salesforce.