Boosting Real Estate Business Productivity with Automation Using Pabbly Connect

Learn how real estate businesses can enhance productivity through automation using Pabbly Connect to integrate WhatsApp, Google Sheets, and more. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Real Estate Automation

To boost productivity in your real estate business, start by accessing Pabbly Connect. This platform allows you to create automated workflows that integrate various applications, enhancing your operational efficiency.

Begin by visiting the Pabbly Connect website. If you are a new user, you can sign up for free and get 100 free tasks each month. Existing users should log in to their accounts to access the dashboard and start creating workflows.

2. Creating Workflows in Pabbly Connect

Once logged into Pabbly Connect, you can create folders to organize your workflows. Click on the ‘Create Folder’ button, name your folder, and save it. This helps in managing your automations effectively.

• Click on the ‘Create Workflow’ button in the top right corner.
• Enter a name for your workflow and select the folder you created.
• Click ‘Create’ to finalize your workflow setup.

With your workflow set up, you can now start integrating applications to automate tasks, such as managing leads from Facebook ads or sending WhatsApp messages.

3. Integrating Facebook Leads with Google Sheets

Using Pabbly Connect, you can automate the process of adding new Facebook leads directly into Google Sheets. This integration helps in managing lead data efficiently.

Set your trigger application to Facebook Lead Ads and select the event as ‘New Lead Instant’. After connecting your Facebook account, choose the specific lead form you are using. Once set up, click ‘Save and Send Test Request’ to capture a sample lead response.

• Choose Google Sheets as your action application.
• Select ‘Add New Row’ as the action event.
• Map the lead data fields (name, email, phone) from Facebook to your Google Sheet.

After mapping, click ‘Save and Send Test Request’ to ensure that the lead data is recorded correctly in your Google Sheets.

4. Sending PDF Brochures via WhatsApp

Another automation you can create with Pabbly Connect is sending PDF brochures to leads via WhatsApp. This is particularly useful for real estate businesses looking to provide immediate information to potential clients.

Set up your trigger as Facebook Lead Ads with the same event ‘New Lead Instant’. For the action application, select WhatsApp Cloud API. You will need to have a template ready for sending messages. Map the recipient’s mobile number to ensure the right lead receives the message.

Select your message template from WhatsApp Cloud API. Include the PDF link in the message body. Send a test request to ensure the message is delivered correctly.

This automation enables you to keep your leads informed and engaged with your real estate offerings instantly.

5. Capturing Leads from 99 Acres to Google Sheets

To further enhance your lead management, you can automate the capture of leads from 99 Acres to Google Sheets using Pabbly Connect. This ensures that all leads generated through this platform are recorded efficiently.

Set your trigger application to 99 Acres and select ‘New Lead’ as the event. Follow the prompts to create a webhook URL that connects 99 Acres to Pabbly Connect. Once the trigger is set, you will receive lead details automatically.

Choose Google Sheets as the action application. Select ‘Add New Row’ as the action event. Map the necessary fields from the 99 Acres lead response to your Google Sheet.

By implementing this automation, you can ensure that every lead from 99 Acres is accurately recorded in your Google Sheets for better tracking and management.

Conclusion

In conclusion, using Pabbly Connect to automate tasks in your real estate business can significantly enhance productivity. By integrating applications like WhatsApp, Google Sheets, and 99 Acres, you can streamline your operations and manage leads more effectively.