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

Learn how to automatically share Facebook leads with real estate agents via email using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 Integration

To automatically share Facebook leads with real estate agents via email, you first need to access Pabbly Connect. Start by visiting Pabbly’s website and logging into your account. If you are a new user, you can sign up for free and receive 100 tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see various applications offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect to start setting up your workflow.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating the sharing of Facebook leads. Click on the ‘Create Workflow’ button, and name your workflow as ‘Automatically Share Facebook Leads with Real Estate Agents via Email’. Select a folder for your workflow and click on create.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select the folder to save your workflow.

This will open the workflow window where you can set up triggers and actions. Remember, the trigger is the event that starts the automation, and actions are what happen as a result. In this case, the trigger will be Facebook Lead Ads.

3. Setting Up Facebook Lead Ads Trigger

For the trigger application, select Facebook Lead Ads within Pabbly Connect. Choose the trigger event as ‘New Lead Instant’ and click on connect. If you have an existing connection, you can select it; otherwise, create a new connection with your Facebook account.

After connecting, select your Facebook page (e.g., Prime Properties) and the lead generation form you created. This setup ensures that every time a new lead is generated, the workflow is triggered. Click on ‘Save and Send Test Request’ to verify the connection.

• Choose ‘Facebook Lead Ads’ as the trigger application.
• Select ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account and choose the correct page and form.

Once the test request is successful, you will see the lead details captured in Pabbly Connect. This is crucial for the next steps in the workflow.

4. Adding Actions to the Workflow

After setting up your trigger, the next step is to add actions to your workflow in Pabbly Connect. You will use the Router feature to create different paths based on property types (commercial, residential, rental). Click on the Router action and select ‘Conditionally Run’ as the action event.

Now, create three routes: one for commercial agents, one for residential agents, and one for rental agents. For each route, set up a filter based on the property type. For example, if the property type is ‘commercial’, the workflow will follow the commercial agent route.

Select Router as the action application. Create three routes for different property types. Set filters for each route based on property type.

This segmentation ensures that leads are directed to the appropriate agents based on their interests, enhancing the efficiency of your lead management process.

5. Finalizing the Integration with Gmail and Google Sheets

The final step involves integrating Gmail and Google Sheets to manage leads effectively using Pabbly Connect. For each route, add an action to insert lead details into Google Sheets. Choose Google Sheets as the action application and select ‘Add New Row’ as the action event.

Connect your Google Sheets account and specify the spreadsheet and sheet names where you want to store the lead information. Map the lead details from the trigger step to the corresponding fields in your Google Sheet. This allows you to maintain a dynamic record of all leads.

Select Google Sheets as the action application. Choose ‘Add New Row’ as the action event. Map lead details to the respective fields in Google Sheets.

Next, set up Gmail to send email notifications to the respective agents. Select Gmail as the action application and choose ‘Send Email’ as the action event. Fill in the necessary details, including recipient email, subject, and body content, using mapped fields from the lead details.

Conclusion

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