How to Automatically Share Facebook Leads with Real-Estate Agents via Email Using Pabbly Connect

Learn how to use Pabbly Connect to automatically share Facebook leads with real estate agents via email. Step-by-step tutorial included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Lead Integration

To automatically share Facebook leads with real estate agents, start by accessing Pabbly Connect. This platform enables seamless integration between your Facebook lead ads and various applications like Google Sheets and Gmail. First, visit the Pabbly Connect website and sign in or sign up for a free account.

After logging in, you will see a dashboard with various Pabbly applications. Click on ‘Access Now’ for Pabbly Connect, which is essential for connecting your Facebook leads to Google Sheets and Gmail. This integration will help you manage leads effectively without any coding knowledge.

2. Creating a Workflow in Pabbly Connect

Next, create a workflow in Pabbly Connect to automate lead management. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter ‘Automatically Share Facebook Leads with Real Estate Agents via Email’ and select a folder for your workflow.

• Click on ‘Create’ to proceed.
• This will open the workflow window where you can set triggers and actions.

In the workflow window, you will define the trigger as Facebook Lead Ads. This means that whenever a new lead is generated, the workflow will be activated. Setting up this trigger is crucial for the automation process.

3. Setting Up Facebook Lead Ads as Trigger

To set Facebook Lead Ads as your trigger in Pabbly Connect, search for ‘Facebook Lead Ads’ in the trigger application section. Select it and choose the trigger event as ‘New Lead Instant.’ Click on ‘Connect’ to establish a connection.

If you haven’t connected your Facebook account before, choose ‘Add New Connection’ and follow the prompts to link your Facebook account. Ensure you select the correct Facebook page and lead form to capture leads accurately.

• Select your Facebook page, e.g., ‘Prime Properties’.
• Choose the lead form you created for capturing leads.

Once you save the configuration, Pabbly Connect will wait for a webhook response, which you can test by submitting a lead through the Facebook Lead Ads testing tool.

4. Adding Google Sheets as Action in Pabbly Connect

The next step in Pabbly Connect is to add Google Sheets as an action. After successfully setting up the trigger, select ‘Google Sheets’ as the action application. Choose the action event as ‘Add New Row’ to store lead details directly in your spreadsheet.

Connect your Google Sheets account by selecting ‘Add New Connection’ and granting necessary permissions. Select the spreadsheet where you want to store leads and choose the specific sheet for the data entry.

Map fields such as first name, last name, email, and phone number from the lead data. Ensure that each field is correctly linked to the corresponding data from the lead form.

Once the mapping is complete, save the action, and Pabbly Connect will automatically add new leads to your Google Sheets as they are generated.

5. Sending Email Notifications to Agents via Gmail

Finally, to notify real estate agents about new leads, add Gmail as another action in Pabbly Connect. Select ‘Send Email V2’ as the action event. Connect your Gmail account by allowing access through Pabbly Connect.

Fill in the recipient’s email address, which should be the agent’s email. Customize the email subject and content to include essential lead details. For instance, you can use dynamic fields to insert the lead’s name and property type in the email content.

Enter a subject like ‘New Lead Alert: [Property Type]’. Include a message body that summarizes the lead’s details.

Once you configure the email settings and save the action, Pabbly Connect will send notifications to agents as soon as new leads are captured, ensuring timely follow-up and increasing conversion chances.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically share Facebook leads with real estate agents via email. By integrating Facebook Lead Ads with Google Sheets and Gmail, you can streamline your lead management process efficiently. This automation not only saves time but also enhances your ability to convert leads into clients.