Streamline Real Estate Lead Management with Pabbly Connect and HubSpot CRM

Learn how to automate your real estate lead management using Pabbly Connect and HubSpot CRM. Follow our detailed step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin managing your real estate leads easily, access Pabbly Connect by navigating to Pabbly.com/n in your browser. This is the first step in connecting your 99acres account with HubSpot CRM.

Once on the Pabbly Connect homepage, you will see options to sign in or sign up for free. 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 dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you need to create a new workflow to automate the lead management process. Click on the ‘Create Workflow’ button located in the top right corner.

• Select the workflow filter as Beta for a more modern and flexible approach.
• Name your workflow, for example, ‘Manage 99acres Real Estate Leads Easily’.
• Choose an appropriate folder for your workflow.

Once you have named your workflow and selected a folder, you are ready to set up the automation process. This involves defining the trigger and action steps that will facilitate the integration of 99acres with HubSpot CRM through Pabbly Connect.

3. Setting Up Triggers in Pabbly Connect

The next step is to set up the trigger that will initiate the automation process. Click on the ‘Add Trigger’ button and select your trigger application, which is 99acres, and the event as ‘New Lead’. This means that whenever a new lead is received through your 99acres account, it will trigger the workflow.

After selecting the trigger, you will be provided with a webhook URL. Copy this URL and configure it in your 99acres account to ensure that leads are sent to Pabbly Connect. You may need to reach out to your account manager at 99acres to activate this integration.

4. Adding Action Steps to Create Contacts in HubSpot CRM

With the trigger set up, it’s time to add action steps. Click on ‘Add Action’ and choose HubSpot CRM as your action application. From the event dropdown, select ‘Create a Contact’. This action will create a new contact in your HubSpot CRM whenever a new lead is received.

Next, you will need to connect your HubSpot CRM account to Pabbly Connect. Select your connected account or create a new connection. After connecting, you will need to map the fields from the 99acres lead data to the corresponding fields in HubSpot, such as first name, last name, email address, and phone number.

• Map the first name and last name from the lead data.
• Include the email address and phone number for contact creation.
• Select the status of the lead as ‘Active’.

Once all fields are mapped correctly, you can test the action to ensure that a new contact is created in HubSpot CRM successfully. This demonstrates how Pabbly Connect seamlessly integrates your lead data into HubSpot CRM.

5. Testing and Verifying the Integration

After setting up the action steps, it is crucial to test the entire workflow to ensure that everything functions correctly. Click on the ‘Test’ button to send a test lead from 99acres to HubSpot CRM through Pabbly Connect.

Once the test is complete, verify in your HubSpot CRM account that the new contact has been created successfully with the correct details. Refresh your HubSpot dashboard to see the newly created contact. This confirms that the integration between 99acres and HubSpot CRM via Pabbly Connect is working flawlessly.

Conclusion

In this tutorial, we explored how to manage real estate leads easily by integrating 99acres with HubSpot CRM using Pabbly Connect. By setting up triggers and actions, you can automate the lead management process, ensuring that every new lead is captured and organized efficiently.