Manage Real Estate Leads in Backend Automatically

Learn how to manage real estate leads automatically using Pabbly Connect, integrating Google Sheets, Zoho CRM, and more for efficient lead management. 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 Real Estate Lead Management

To manage real estate leads automatically, you need to access Pabbly Connect. Start by visiting pabbl.com/connect in your browser. If you’re a new user, click on ‘Sign Up for Free’ in the top right corner. This allows you to explore Pabbly Connect with 100 free tasks every month, which is perfect for adding lead details into Google Sheets and your CRM.

After signing up, you can utilize the powerful workflow builder in Pabbly Connect. This tool is essential for setting up triggers and actions, which will automate your lead management process. With this setup, your sales team can efficiently manage and contact leads without manual entry.

2. Setting Up the Trigger in Pabbly Connect

In Pabbly Connect, the first step is to set up a trigger that activates when a new lead is received. Click on the ‘Add Trigger’ button and select ’99 acres’ as the application. Choose the event ‘New Leads’ and connect your account to receive a webhook URL.

• Select ’99 acres’ as your trigger application.
• Choose ‘New Leads’ as the event.
• Copy the webhook URL provided.

To complete the setup, you must contact your account manager at 99 acres to integrate the webhook URL into your account. Once this is done, Pabbly Connect will be ready to capture lead details automatically.

3. Adding Lead Details to Google Sheets

After the trigger is set, the next step is to add the lead details into Google Sheets using Pabbly Connect. Click on ‘Add New Action Step’, search for ‘Google Sheets’, and select it. Choose the event ‘Add New Row’ and connect your Google account.

• Select your spreadsheet titled ‘New Lead Details’.
• Map the lead details such as first name, last name, email, phone number, and area.
• Click on ‘Save and Send Test Request’ to confirm the addition.

This mapping process ensures that every new lead is automatically added to your Google Sheets, making it easier for your team to track and manage leads efficiently through Pabbly Connect.

4. Creating Contacts in Zoho CRM

Next, you will create a contact in Zoho CRM using Pabbly Connect. Click on ‘Add New Action Step’, search for ‘Zoho CRM’, and select it. Choose the event ‘Create Contact’ and connect your Zoho account by entering your domain.

After connecting, you will need to map the same lead details (first name, last name, email) as you did for Google Sheets. This ensures that every lead captured is also reflected in your CRM. Click on ‘Save and Send Test Request’ to create the contact.

Once the contact is created, refresh your Zoho CRM contact list to see the new entry. This integration through Pabbly Connect streamlines your lead management process, ensuring that your sales team has immediate access to new leads.

5. Conclusion: Automate Your Real Estate Lead Management

Using Pabbly Connect to manage real estate leads automatically simplifies your workflow. By integrating Google Sheets and Zoho CRM, you can ensure that every new lead is efficiently tracked and managed.

This automation not only saves time but also reduces the need for additional manpower. With Pabbly Connect, managing leads is seamless, whether you receive one lead or a hundred. Start using Pabbly Connect today to enhance your real estate business operations!