Automate Your Real Estate Leads with Pabbly Connect: A Step-by-Step Guide

Learn how to automate lead management from Cognito Forms to Brao using Pabbly Connect. Follow this detailed guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by visiting the official website. If you’re a new user, you can sign up for free and receive 100 free tasks each month.

After signing in, you will see the dashboard with all the applications available. Click on the ‘Access Now’ button for Pabbly Connect to start your workflow setup.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the process of adding contacts in Brao whenever a new lead submits a form using Cognito Forms. Click on the ‘Create Workflow’ button in the top right corner.

• Enter the workflow name: ‘Create Brao Contact on Cognito Form Submission’.
• Select a folder to save your workflow, such as ‘Cognito Forms Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Once created, you will see two main sections: trigger and action. The trigger will be set up first, which is essential for the automation to function correctly with Pabbly Connect.

3. Setting Up the Trigger with Cognito Forms

For the trigger application, select ‘Cognito Forms’ and the trigger event as ‘New Entry’. This setup allows Pabbly Connect to capture new form submissions automatically.

After selecting the trigger, you will receive a webhook URL from Pabbly Connect. This URL needs to be copied and integrated into your Cognito Forms settings.

• Open the Cognito Forms dashboard and navigate to the settings of your form.
• Toggle the option to ‘Post JSON data to a website’.
• Paste the copied webhook URL into the ‘Submit Entry Endpoint’ field.

Save the changes in Cognito Forms. Now, whenever a new lead submits the form, Pabbly Connect will capture the response.

4. Testing the Integration with a Test Submission

After setting up the trigger, it’s crucial to test the integration. Go back to your Cognito Forms and perform a test submission to ensure everything is connected properly.

Fill in the required fields in the form, such as first name, last name, email, mobile number, and property type. After submitting the form, check your Pabbly Connect workflow to see if it captures the lead details correctly.

Ensure that the response is captured in the Pabbly Connect workflow. Verify that all the lead details are displayed correctly.

If the response is captured successfully, it confirms that Cognito Forms is now integrated with Pabbly Connect.

5. Setting Up the Action with Brao

Now that the trigger is set up, it’s time to configure the action. Select ‘Brao’ as the action application and choose ‘Create or Update Contact’ as the action event.

Connect your Brao account by entering the domain and API key. After connecting, map the fields from the previous response to create a new contact in Brao. This includes mapping the email, first name, last name, and property type.

Map the email field from the Cognito Forms response. Select the appropriate list in Brao where the contact should be added. Fill in any additional fields as necessary and click ‘Save’.

After saving, test the action by sending a test request. If successful, you will see the new contact appear in your Brao account, confirming the integration via Pabbly Connect was successful.

Conclusion

This guide demonstrates how to automate the process of adding leads from Cognito Forms to Brao using Pabbly Connect. By following these steps, you can streamline your lead management efficiently.