Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Lead Integration

To start automating your lead management, access Pabbly Connect by visiting pabbl.com/connect. If you are a new user, click on “Sign Up for Free” to create an account and explore the platform with 100 free tasks each month.

For existing users, simply log in to your account. This initial step is crucial for setting up the integration between your lead source and your target applications like Google Sheets and HubSpot CRM.

2. Creating Your Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the workflow builder. Here, you will set up the trigger and actions for your automation. Click on the “Add Trigger” button to begin.

Search for “99 Acres” to set it as your trigger application. Choose the event as “New Leads” and click on “Connect.” This step captures leads from your real estate listings.

  • Click on “Add Trigger”.
  • Select “99 Acres” as the trigger application.
  • Choose “New Leads” as the event.

After connecting, you will receive a webhook URL. Copy this URL and contact your 99 Acres account manager to integrate it into your account, allowing Pabbly Connect to capture lead details automatically.

3. Mapping Data to Google Sheets with Pabbly Connect

After setting the trigger, the next step in Pabbly Connect is to add an action to send lead details to Google Sheets. Click on “Add New Action Step” and select Google Sheets as your action application.

Choose the event “Add New Row” and connect your Google account. If you haven’t set up a connection yet, click on “Add a New Connection” and sign in with your Google account, granting necessary permissions.

  • Select Google Sheets as the action application.
  • Choose “Add New Row” as the event.
  • Sign in with your Google account to authorize.

Next, select the spreadsheet where you want to store the lead details. Use the mapping feature in Pabbly Connect to dynamically insert lead information into the appropriate fields.

4. Adding Leads to HubSpot CRM via Pabbly Connect

To enhance your lead management, you can also add leads to HubSpot CRM using Pabbly Connect. Click on “Add New Action Step” and search for HubSpot CRM.

Select the event “Create a Contact” and connect your HubSpot account. Make sure to log in and authorize Pabbly Connect to access your HubSpot data.

  • Search for HubSpot CRM in the action step.
  • Choose “Create a Contact” as the event.
  • Log in to your HubSpot account to connect.

Map the lead details like first name, last name, email, and phone number from the previous step into the corresponding fields in HubSpot. This ensures that your leads are organized and easily accessible in your CRM.

5. Testing and Automating Your Workflow with Pabbly Connect

After mapping all necessary details, click on “Save and Send Test Request” in Pabbly Connect. This will send a test lead to both Google Sheets and HubSpot CRM to confirm that everything is set up correctly.

Once you receive a positive response, check your Google Sheets and HubSpot CRM to verify that the lead details have been added successfully. This confirms that your automation is working as intended.

Now, every time a new inquiry comes through 99 Acres, Pabbly Connect will automatically add the lead details to both your Google Sheets and HubSpot CRM, saving you time and effort.

Conclusion

Using Pabbly Connect, you can efficiently automate your real estate lead management by integrating Google Sheets and HubSpot CRM. The setup process is straightforward, allowing you to focus on closing deals rather than manual data entry.