Library
logo

Real Estate Lead Automation with Zapier

Trigger your Zapier automations directly from your AI Chatbot. Use this template to get started in minutes.
feature-image

Realestate-Lead-Workflow

1. Understanding the Template

Scenarios:

We have one called Real_Estate_Lead which consist

  • New Session Event – Triggered when a user starts a conversation with the AI, creating a new session.
  • Looking for Property Intent – Triggered when a user is searching to buy or rent a property or house.

2. How to Generate a Zapier Webhook URL

Follow these steps to set up a webhook in Zapier:

  1. Log in to your Zapier account, you will be redirected to Zapier Dashboard
  2. Create a New Zap → Click "Create Zap".
  3. Choose a Trigger App: Search for "Webhooks by Zapier" and select it.

Zappier-trigger-webhook.png

  1. Select the Trigger Event: Choose "Catch Hook" (this listens for incoming data) → Click "Continue".

catch-hook-zapier.png

  1. Copy the Webhook URL: Zapier will generate a unique Webhook URL (similar to https://hooks.zapier.com/hooks/catch/...). Copy this URL.

copy-webhooks-zapier.png

  1. Add an Action Step (Optional): You can send the webhook data to another app, such as Google Sheets or Slack.

(Optional) Add an Action Step

Storing Data on Google Sheets

  1. Turn on the Zap: Click "Publish" to activate the webhook.

    publish-zap.png

    WhatsApp Notification

    To Send WhatsApp Notification, We have added a zapier action WhatsApp Notification.

    Whatsapp-notification-via-Zapier

3. Open Studio & Import the Template

  1. Import the template

For assistance with importing templates, refer to our guide on how to import in Studio

  1. Click on Zapier API Call, then replace the existing URL with the Webhook URL that you copied from Zapier.

zapier-hook-api-call.png

4. Test & Run on Emulator

Zapier-flow-running.png

To run the flow, click on Emulator and start testing the flow