How to Sync Housing.com with ERPNext CRM Using Pabbly Connect

Learn how to sync Housing.com with ERPNext CRM for effective lead management using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To sync Housing.com with ERPNext CRM, start by accessing Pabbly Connect. You can reach the platform by typing the URL Pabbly.com/connect in your browser. If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply sign in.

Once logged in, you will find the dashboard where you can manage your workflows. To create a new workflow, click on the ‘Create Workflow’ option. You will need to name your workflow, for example, ‘Sync Housing.com and ERPNext CRM’ and select a folder to save it in. This setup is crucial for managing your lead integration efficiently.

2. Creating the Trigger Step in Pabbly Connect

In this step, you will set Housing.com as the trigger application in Pabbly Connect. Select Housing.com and then choose the trigger event, which is ‘New Lead’. This event will initiate the workflow whenever a new lead is generated from Housing.com.

• Select Housing.com as the trigger application.
• Choose the trigger event as ‘New Lead’.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, you need to configure it in your Housing.com account. Since Housing.com does not allow direct input of webhook URLs, contact your account manager to set this up. Once this is done, you should start receiving lead generation responses in Pabbly Connect.

3. Setting Up the Action Step in Pabbly Connect

Next, you will set up the action step in Pabbly Connect. Select ERPNext CRM as the action application. The action event will be ‘Add Lead’. This means that whenever a new lead is captured from Housing.com, it will automatically be added to ERPNext CRM.

To connect to your ERPNext account, click on ‘Add New Connection’. You will be prompted to enter the ERPNext Base URL, App Client ID, and App Client Secret. Make sure to follow the instructions provided to gather these details accurately.

• Enter the ERPNext Base URL without a trailing slash.
• Provide the App Client ID and App Client Secret from your ERPNext account.
• Authorize Pabbly Connect to access your ERPNext account.

After entering the required information and authorizing the connection, you can proceed to map the lead details from Housing.com to ERPNext CRM. This mapping ensures that the lead information is transferred accurately.

4. Mapping Lead Details from Housing.com to ERPNext CRM

In this step, you will map the lead details received from Housing.com to the corresponding fields in ERPNext CRM using Pabbly Connect. Start by selecting the lead’s first name, last name, email, and phone number from the response received.

Mapping is crucial as it ensures that the data is dynamic and updates with each new lead. For instance, when mapping the phone number, ensure to include the plus sign as required by ERPNext CRM. You can also add additional details such as qualification status and country.

Once the mapping is complete, click on the ‘Save and Send Test Request’ button. This action will create a new lead in ERPNext CRM based on the information received from Housing.com. You should see a confirmation message indicating that the lead has been successfully added.

5. Summary and Conclusion of the Integration Process

In summary, using Pabbly Connect allows you to seamlessly integrate Housing.com with ERPNext CRM for effective lead management. The process involves setting up a trigger for new leads from Housing.com and an action to add those leads to ERPNext CRM.

This integration automates lead capture, ensuring that your sales team has immediate access to new leads without manual input. By following the steps outlined in this tutorial, you can enhance your lead management process significantly.

Using Pabbly Connect simplifies the integration process and eliminates the need for coding or technical skills, making it accessible for everyone.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, syncing Housing.com with ERPNext CRM through Pabbly Connect streamlines your lead management, allowing for faster response times and improved efficiency. This integration is a valuable asset for any real estate business looking to manage leads effectively.