Zapier - (All Other CRMs)
Connecting your other CRMs to Realty AI Chatbot using zaiper which has over 7000+ application integrations.
Connecting Realty AI Chatbot to Other CRMs Using Zapier
Introduction
This guide will walk you through the process of connecting the Realty AI chatbot to external CRMs using Zapier. By setting up a simple Zap with a webhook, you can seamlessly transfer lead data from Realty AI to your preferred CRM.
Prerequisites: [Set up time < 5 minutes]
A Realty AI account with dashboard access.
A Zapier account (Pro plan required for Webhooks).
A CRM that Zapier supports.
Step 1: Create a New Zap
Log in to your Zapier account.
Click on Create Zap.
For the trigger, search for Webhooks by Zapier.
In the Trigger Event dropdown, select Catch Hook.
Press "continue" to the test stage.
Zapier will generate a Webhook URL. Copy this URL.
Step 2: Add Webhook to Realty AI
Navigate to the Realtor Profile section.
Under CRM Connect, select Webhook (Zapier, API Nation, etc.).
Paste the copied Webhook URL into the provided field.
Click Save.
Step 3: Send a Test Contact from Realty AI
Go to the Settings in Realty AI.
Send a test lead by interacting with the chatbot.
Your test contact is now sent to Zapier.
Step 4: Map Fields to Your CRM
Return to Zapier and click Test Trigger.
You should see the test lead data from Realty AI. View the "Request A" record with the contact fields.
Click continue with selected record.
Select your CRM as the Action app. Examples [Incomm, Lofty, Moxie, etc] many more.
Create the connection: [Usually an API key is required] paste your CRM API key here if required.
Choose an action event (e.g., "Create Contact").
Map the webhook data fields to the corresponding CRM fields.
Press the plus sign and assign each field to the corresponding CRM field
Click Continue and test the action.
Step 5: Activate the Zap
Rename Zap and click Publish Zap to activate it.
Your Zap will now automatically transfer chatbot leads from Realty AI to your CRM.
Conclusion
By following these steps, you have successfully integrated Realty AI with your preferred CRM using Zapier. Your CRM is now connected, and leads captured by Madison, your AI chatbot, should flow directly into the CRM. Congratulations!
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