Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Automation

To automate your real estate lead management, start by accessing Pabbly Connect. Open your browser and visit pabbly.com/connect to reach the Pabbly Connect landing page.

Once there, if you’re a new user, click on the ‘Sign Up for Free’ button to create your account. This will give you a free trial of Pabbly Connect. After trying it out, you can choose a subscription plan. Remember, there’s a special discount code available for users who watch our YouTube videos!

2. Creating Your Workflow in Pabbly Connect

After signing up, navigate to the workflow builder in Pabbly Connect. To create your automation, click on the ‘Add Trigger’ button. Select the application from which you collect real estate leads.

  • Choose your lead source, such as 99acres.
  • Select the event as ‘New Leads’ and click ‘Connect.’
  • Copy the webhook URL provided.

To automate lead capture, configure this webhook URL in your 99acres account. If you need help, contact your account manager to activate your integration. Once activated, you will receive lead details directly in Pabbly Connect.

3. Adding Lead Details to Google Sheets and CRM

After receiving the lead details, the next step is to add them to your Google Sheets. Click on ‘Add New Action Step’ and choose Google Sheets as your action application. Select ‘Add New Row’ as the event and click ‘Connect.’

  • If you’ve already connected Google Sheets with Pabbly Connect, select the existing connection.
  • If not, create a new connection by signing in with your Google account.
  • Map the lead details to the appropriate columns in your spreadsheet.

Once the details are mapped, click on ‘Save and Send Test Request’ to ensure the lead is added to your spreadsheet. You can check your Google Sheets to confirm that the details have been successfully added.

4. Integrating HubSpot CRM with Pabbly Connect

Next, you can add the lead details to your CRM. Click on ‘Add New Action Step’ again and select HubSpot as your action application. Choose ‘Create a Contact’ as the event and click ‘Connect.’

If you’ve previously connected HubSpot with Pabbly Connect, select the existing connection. If not, create a new connection and ensure you’re logged into your HubSpot account. Allow the necessary permissions for Pabbly Connect to access your HubSpot account.

Fill in the lead details such as first name, last name, email, phone number, and city. You can leave other fields blank if you don’t have that information. After filling in the required fields, click ‘Save and Send Test Request’ to confirm that the contact has been created in HubSpot.

5. Sending Automated WhatsApp Messages via Pabbly Chat Flow

Finally, to nurture your leads, automate WhatsApp messages. Click on ‘Add New Action Step’ and select Pabbly Chat Flow to send automated messages. Choose ‘Send Text Message’ as the event and click ‘Connect.’

If you haven’t connected Pabbly Chat Flow with Pabbly Connect, create a new connection by obtaining your API token from the Pabbly Chat Flow dashboard. After connecting, enter the recipient’s WhatsApp number and map it to the lead’s mobile number from the previous steps.

Compose your WhatsApp message, including dynamic elements like the lead’s name and area. After setting everything up, click ‘Save and Send Test Request’ to send the message. You should see a success message confirming that the message has been sent to the lead.

Conclusion

This tutorial has shown you how to automate your real estate lead management using Pabbly Connect, WhatsApp, and Pabbly Chat Flow. By following these steps, you can ensure that every new lead is captured, recorded, and nurtured efficiently.