Real Estate Marketing Automation Ideas Using Pabbly Connect

Learn how to automate your real estate marketing using Pabbly Connect to integrate WhatsApp, CRM, Google Sheets, and more for efficient lead management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Real Estate Automation

To start automating your real estate marketing, access Pabbly Connect by creating a free account. This platform allows you to integrate various applications seamlessly.

After logging into Pabbly Connect, you will see the dashboard. Here, you can create automation workflows that connect different applications like WhatsApp, CRM, and Google Sheets. Click on the blue button to begin creating your workflow.

2. Setting Up Trigger for Lead Notification via Slack

In this section, you will set up a trigger in Pabbly Connect to notify your team on Slack whenever a new lead is generated. Select Facebook Lead Ads as the trigger application.

• Choose ‘New Lead’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.
• Select the specific Facebook page and lead form you are using.

Once you have set up the trigger, Pabbly Connect will capture new lead details automatically. This ensures your team is promptly notified about incoming leads, allowing them to follow up quickly.

3. Sending WhatsApp Messages to New Leads

Next, you will configure Pabbly Connect to send WhatsApp messages to new leads. Since direct WhatsApp integration is not possible, you will use Vati, a WhatsApp messaging application.

• Select ‘Send Template Message’ as the action event.
• Connect your Vati account by providing the API endpoint and access token.
• Map the lead’s phone number and select the message template you want to use.

With this setup, Pabbly Connect will automatically send a WhatsApp message containing the property brochure to each new lead, enhancing your communication strategy.

4. Syncing Leads with Google Sheets and CRM

In this section, you will learn how to sync new leads captured in Pabbly Connect with Google Sheets and your CRM, such as Zoho CRM. This ensures all lead information is stored systematically.

Select ‘Add New Row’ as the action event for Google Sheets. Connect your Google Sheets account and select the spreadsheet where you want to store lead data. Map the lead details like name, email, and phone number to the respective columns in your sheet.

Additionally, connect your Zoho CRM account and set the action event to ‘Create Contact.’ This will allow Pabbly Connect to automatically add new leads to your CRM, streamlining your lead management process.

5. Conclusion

Using Pabbly Connect for real estate marketing automation allows you to efficiently manage leads by integrating WhatsApp, CRM, and Google Sheets. This automation ensures timely follow-ups and organized lead management.

By implementing these steps, you can enhance your real estate marketing efforts and improve communication with potential clients. Automating these processes frees up time, allowing you to focus on closing deals.