Turn Manual Tasks into Automation in 5 Mins

Learn how to automate your real estate follow-up process using Pabbly Connect, Gmail, and Google Sheets in just 5 minutes. Streamline your tasks now! Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Automation

To begin automating your tasks, first, access Pabbly Connect by visiting the official website. This platform allows you to seamlessly integrate various applications without any coding knowledge.

Once on the site, you can either sign in if you already have an account or click on ‘Sign Up Free’ to create a new account. As a new user, you will receive 100 free tasks every month to explore the software.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow ‘Turn Manual Tasks into Automation in 5 Minutes’.

• Select the folder for your workflow as ‘Pabbly Connect’.
• Click on the ‘Create’ button to finalize your workflow setup.

Your workflow is now created successfully, and you will need to set a trigger to initiate the automation process.

3. Setting Up Google Sheets as a Trigger in Pabbly Connect

The next step involves setting up Google Sheets as your trigger application within Pabbly Connect. Select ‘Google Sheets’ from the application options.

• Choose the event as ‘New or Updated Spreadsheet Row’.
• Click on the ‘Connect’ button to generate a webhook URL.

Copy the webhook URL and navigate to your Google Sheets account. In your sheet, go to ‘Extensions’ and select ‘Webhooks’ to set up the connection.

4. Mapping Gmail for Email Notifications

Now, you will set up Gmail as the action application in Pabbly Connect to send personalized emails. Click on the plus icon to add a new action and select ‘Gmail’.

Choose the action to ‘Send Email’. Connect your Gmail account by signing in and granting permissions.

In the email setup, map the recipient email address field with the email data from Google Sheets. This mapping allows the email to be personalized for each recipient automatically.

5. Testing the Automation Workflow

After completing the setup, it’s time to test your workflow in Pabbly Connect. Enter a new lead in your Google Sheets to see if the email notification is sent correctly.

Check your Gmail account to see if the email has been received. Ensure that the email contains all the mapped details such as name, property type, and location.

If the email is received as expected, then your workflow is functioning perfectly. Don’t forget to enable the toggle to keep your automation active.

Conclusion

In this tutorial, we demonstrated how to automate your real estate follow-up process using Pabbly Connect with Google Sheets and Gmail. By following these steps, you can streamline your manual tasks into an efficient automated workflow.

Now you can save time and improve your productivity by leveraging the power of automation with Pabbly Connect. Start automating today!