How to Send SMS Instantly to New Real Estate Leads

Learn how to automate SMS sending to new real estate leads using Pabbly Connect with this step-by-step tutorial. Perfect for real estate agents! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for SMS Automation

To start sending SMS instantly to new real estate leads, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. This will take you to the Pabbly Connect homepage where you can either sign in or sign up for a free account.

If you are a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks every month. Existing users can simply sign in to access their dashboards. Once logged in, locate the Pabbly Connect application and click on ‘Access Now’ to enter the dashboard.

2. Creating a Workflow in Pabbly Connect

Now that you are in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to select between the new beta version or the classic version; choose the beta version for a better experience.

• Click on the ‘Select’ button to proceed with the beta version.
• Name your workflow as ‘Send SMS Instantly to New Real Estate Leads’.
• Select the appropriate folder for your workflow, such as ‘Automations’.

After naming your workflow and selecting the folder, click on the ‘Create’ button to finalize the setup. You are now ready to set up the trigger for your automation.

3. Setting Up the Trigger with Pabbly Connect

In Pabbly Connect, the next step is to set up the trigger for your workflow. Since you are receiving new leads through 99 Acres, select 99 Acres as your trigger application and choose ‘New Leads’ as the event.

After selecting the event, click on ‘Connect’. You will receive a webhook URL that you need to copy. This URL will be used to connect your 99 Acres account with Pabbly Connect. You must send this webhook URL to your 99 Acres account manager to activate the integration.

• Copy the webhook URL provided by Pabbly Connect.
• Contact your 99 Acres account manager to set up the webhook.
• Wait for confirmation that the integration is active.

Once the integration is activated, you will start receiving lead information in your Pabbly Connect workflow, confirming that the trigger is set up successfully.

4. Adding an Action Step to Send SMS via Twilio

Now that you have set up the trigger, it’s time to add an action step in Pabbly Connect. Select Twilio as your action application and choose ‘Send SMS Message’ as the event. Click on ‘Connect’ to proceed.

If you don’t have an existing Twilio connection, select ‘Add a New Connection’. You will need to enter your Twilio account SID and authorization token, which you can find in your Twilio console. After entering these details, click ‘Save’.

Go to your Twilio account and locate your Account SID and Authorization Token. Paste the SID and Token into the respective fields in Pabbly Connect. Click ‘Save’ to establish the connection.

After successfully connecting Twilio, you can now set up the SMS body that you want to send to your leads. Personalize the message by mapping the lead’s first name into the SMS body to make it more engaging.

5. Testing the Integration in Pabbly Connect

With the action step configured, it’s essential to test the integration in Pabbly Connect. Enter the SMS body, including a personalized message such as ‘Hi [First Name], thank you for your inquiry. We will contact you shortly. Prime Properties.’

Make sure to map the first name from the trigger data to personalize the message. Also, enter the recipient’s phone number to whom you want to send the SMS. Once all details are filled out, click on ‘Save and Send Test Request’ to initiate the SMS.

Replace any dummy numbers with your actual phone number for testing. Click ‘Save and Send Test Request’ to send the SMS. Check your phone for the SMS confirmation.

Once you receive the SMS on your phone, it confirms that the integration is working correctly. You can now automate SMS sending to all your new real estate leads seamlessly!

Conclusion

This tutorial has shown you how to use Pabbly Connect to send SMS instantly to new real estate leads. By following these steps, you can enhance your communication with potential clients and streamline your workflow effectively. Automate your SMS sending today and improve your real estate business!