Summary of "How to Send Automated Messages When a Lead is Received via 99acres"

The video provides a detailed step-by-step guide on how to automate sending WhatsApp messages to leads received from the real estate platform 99acres using Pabi Connect, an automation software. The main goal is to nurture leads immediately by sending personalized WhatsApp messages without manual intervention.

Main Financial/Business Strategy:

Automating lead nurturing to improve engagement and conversion rates in real estate business.
Using automation tools to save time and ensure timely communication with potential clients.
Leveraging free trials and promotional offers (like Independence Day sale) to adopt automation software at a lower cost.

Methodology / Step-by-Step Guide:

Access Pabi Connect:
- Visit the landing page at paby.com/connect.
- Sign up for free (with 100 free tasks monthly) or sign in if you already have an account.
Create a Workflow:
- Choose between the new or classic workflow builder (new is recommended for flexibility).
- Name your workflow (e.g., "Send automated WhatsApp message when a lead is received via 99 acres").
- Select or create a folder to save the workflow.
Set Up Trigger:
- Add a trigger and select 99acres as the trigger application.
- Choose "new leads" as the trigger event.
- Copy the generated webhook URL.
- Contact the 99acres backend team or account manager to configure this webhook URL in your 99acres account (since user interface does not support this).
- Once connected, lead details (name, phone, email, area of interest) will be received in real-time.
Set Up Action:
- Add an action step and select WhatsApp Cloud API as the action application.
- Choose "send template message new" as the action event.
- Connect WhatsApp Cloud API by adding phone number ID, WhatsApp business account ID, and token (instructions and tutorial videos are available via Pabi’s help links).
- Map the receiver’s phone number dynamically from the lead data (mapping inserts dynamic data from the previous step).
- Select a WhatsApp message template (e.g., "lead alert").
- Enter the language code (e.g., "en" for English).
- Map template variables (e.g., lead’s name and area of interest) to personalize the message.
- Leave non-required fields blank.
- Save and send a test request using your phone number to verify the message delivery.
Final Outcome:
- Upon receiving a new lead on 99acres, a personalized WhatsApp message is sent automatically in real-time.
- No manual intervention is needed after setup.
- The automation runs in the background, improving lead engagement instantly.

Additional Notes:

Pabi Connect supports integration with many other applications beyond 99acres and WhatsApp.
The Pabi Community forum is available for support, sharing ideas, and troubleshooting.
Free trial and promotional pricing offers are available for new users.
Workflow link and additional resources are provided in the video description.