Automate Your Real Estate Leads with Pabbly Connect

Learn how to integrate Elementor forms with Zoho CRM and ActiveCampaign using Pabbly Connect. Automate your real estate lead management effortlessly! Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate your real estate lead management, you first need to set up Pabbly Connect. This integration platform allows you to connect various applications seamlessly. Begin by signing up for a free account on Pabbly Connect, which takes just two minutes.

Once you are logged into your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something like ‘Elementor to Zoho CRM and ActiveCampaign’. After naming your workflow, select the appropriate folder in your Pabbly Connect account and click on ‘Create’. This action sets the stage for your automation process.

2. Connecting Elementor Forms to Pabbly Connect

The next step is to connect your Elementor form to Pabbly Connect. This connection ensures that every new form submission triggers the automation process. Start by selecting Elementor in the trigger step and choose the event as ‘New Form Submission’.

• Select Elementor as the app in Pabbly Connect.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go back to your Elementor form and edit it. In the form settings, navigate to the ‘Actions After Submit’ section, click on the plus button, and select ‘Webhook’. Paste the copied URL into the webhook field and publish the form. This setup allows Pabbly Connect to receive form submissions automatically, triggering the next steps in your automation.

3. Creating Leads in Zoho CRM with Pabbly Connect

Now that your Elementor form is connected to Pabbly Connect, the next step is to create leads in Zoho CRM. In the action step of your workflow, search for Zoho CRM and select it. Choose the action event as ‘Insert or Update Record’.

Next, connect your Zoho CRM account by clicking on ‘Connect with Zoho CRM’ and entering your Zoho account domain. Once connected, you will need to specify the module name, which should be set to ‘Leads’. You may also need to select the layout and handle duplicate checks based on the email address of the lead.

• Map the first name, last name, email, and mobile number from the Elementor form submission to the corresponding fields in Zoho CRM.
• Set lead status and source according to your preferences.
• Click on ‘Save and Send Test Request’ to ensure everything is working correctly.

Upon successful mapping and testing, a new lead will be created in your Zoho CRM account whenever a form submission is received, demonstrating how Pabbly Connect simplifies lead management.

4. Adding Contacts in ActiveCampaign Using Pabbly Connect

After successfully creating leads in Zoho CRM, the next step is to add the same leads as contacts in ActiveCampaign using Pabbly Connect. Start by adding another action step in your workflow. Search for ActiveCampaign and select it, then choose the action event as ‘Create or Update Contact’.

Connect your ActiveCampaign account by entering the API key and URL. Ensure you do not include ‘https://’ in the URL field. Once connected, you will need to map the necessary fields from the Elementor form submission to the ActiveCampaign contact fields. This includes first name, last name, email, and any additional details you wish to include.

Map the email address to the corresponding field in ActiveCampaign. Select the contact list where you want to add the new contact. Click on ‘Save and Send Test Request’ to confirm the contact creation.

After testing, you should see the same lead details reflected as a contact in your ActiveCampaign account, showcasing the efficiency of Pabbly Connect in managing your real estate leads across multiple platforms.

5. Testing Your Automation Workflow in Pabbly Connect

To ensure your automation is working as intended, you should perform a test. Go back to your Elementor form and submit a new lead with different details. This submission should trigger the entire workflow you’ve set up in Pabbly Connect.

After submitting the form, check both your Zoho CRM and ActiveCampaign accounts for the newly created lead and contact. Refresh the pages to see if the new details appear correctly. This step is crucial to confirm that your integration is functioning smoothly and that all data is being transferred accurately.

Once confirmed, you can rest assured that your automation is up and running, allowing you to focus on converting leads rather than managing them manually. The integration through Pabbly Connect streamlines your processes, making lead management efficient and effective.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Elementor forms with Zoho CRM and ActiveCampaign, automating your real estate lead management. This powerful platform allows you to manage leads efficiently, ensuring that no potential client slips through the cracks. Start automating your workflows today for improved productivity!