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Send Real Estate Leads to CRM Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending real estate leads to your CRM, start by accessing Pabbly Connect. If you’re a new user, open a new tab and search for Pabbly Connect in your browser. Click on the “Sign Up for Free” option available in the top right corner of the landing page.

Once you sign up, you will receive 100 free tasks every month to explore the features of Pabbly Connect. This free trial allows you to test the automation capabilities without any commitment. After testing, you can choose a subscription plan if you find it beneficial for your real estate business.

2. Setting Up the Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, it’s time to set up your automation workflow. In the Pabbly Connect dashboard, click on the “Create Workflow” button. This is where you will define the trigger and action for your automation.

Select the trigger application as “99 Acres”.
Choose the event as “New Leads”.
Click on the “Connect” button to establish the connection.

This setup will allow Pabbly Connect to listen for new leads generated from 99 Acres automatically. Once the trigger is configured, you will receive a webhook URL that you need to copy for the next step.

3. Configuring the Webhook in 99 Acres

To ensure that leads are sent to Pabbly Connect, you need to configure the webhook URL in your 99 Acres account. Reach out to your account manager at 99 Acres to add the webhook URL provided by Pabbly Connect. This step is crucial for receiving lead details automatically.

Once the webhook is set up, you will start receiving lead details as they come in. You can verify this by checking the response in Pabbly Connect. You should see the lead’s phone number, last name, first name, email, and area populated in the response.

4. Adding Leads to Your CRM Automatically

After configuring the webhook, the next step is to add these leads to your CRM using Pabbly Connect. In the workflow, click on the “Add Action Step” button and select your CRM application, such as HubSpot.

Choose the event as “Create a Contact”.
Connect your HubSpot account to Pabbly Connect.
Map the lead details from the previous step to the required fields in HubSpot.

This mapping process ensures that each lead’s information is correctly inserted into your CRM without manual effort. After mapping, click on the “Save and Send Test Request” button to confirm that the integration works as intended.

5. Verifying the Integration

To verify that the integration is successful, refresh your HubSpot CRM. You should see the new contact details reflecting the information you received from 99 Acres. This confirms that Pabbly Connect has successfully automated the lead management process.

From now on, every time you receive a new lead from 99 Acres, it will be automatically added to your CRM, eliminating the need for manual entry. This automation saves time and reduces errors, allowing you to focus more on your real estate business.

Conclusion

By following these steps, you can effectively use Pabbly Connect to automate sending real estate leads to your CRM. This integration streamlines your workflow, ensuring that you never miss a lead while saving time and effort in managing your contacts.