# Zapier - (All Other CRMs)

## Connecting Realty AI Chatbot to Other CRMs Using Zapier

#### Introduction

This guide walks you through connecting Madison to any Zapier-supported CRM using the native Realty AI app on Zapier. No webhooks or technical setup required -- just a few clicks and your API key.

**Setup time: under 5 minutes**

#### Prerequisites

* A Realty AI account with dashboard access
* A Zapier account (free plan works with the native app trigger)
* A CRM supported by Zapier (GHL, Moxieworks, and hundreds more)

### Step 1: Create a New Zap

[Log in to your Zapier account.](https://zapier.com/app/home)

<figure><img src="/files/5BGj5zsQkrbHNktm0bsq" alt=""><figcaption></figcaption></figure>

* Click on **Create Zap**.

<figure><img src="/files/kHhXEI3LlbDjnbE6MIq6" alt=""><figcaption></figcaption></figure>

* For the trigger, search for **Realty AI** in the app search bar and select it.

<div align="left"><figure><img src="/files/as8P8Xuit8TOs0a3dJFU" alt=""><figcaption></figcaption></figure></div>

<figure><img src="/files/8fFyfL4NrUFeMrwtoeDd" alt=""><figcaption></figcaption></figure>

* For the **Trigger Event**, select **New Contact.**

<figure><img src="/files/olY1IEMdz0GgRgc3I7ya" alt=""><figcaption></figcaption></figure>

### Step 2: Add Webhook to Realty AI

* [Log in to your Realty AI account.](https://application.realty-ai.ca/realtor-profile/)
* Navigate to the **Realtor Profile** section.

<figure><img src="/files/dSZm6YQRd3AIGCk3Enpy" alt=""><figcaption></figcaption></figure>

* Navigate to **Settings** and **Connect CRM**
* Select the **Zaiper** Integration

<figure><img src="/files/D4Sx2jag4XQFQBFlHImj" alt=""><figcaption></figcaption></figure>

* Copy your API key from the Zapier/API section

<figure><img src="/files/7ynn4BgDPlrvSZ3LSYmo" alt=""><figcaption></figcaption></figure>

* Paste the key into Zapier and confirm the connection.

<figure><img src="/files/AdU2IrtZrE1VU7AYS2QW" alt=""><figcaption></figcaption></figure>

### Step 3: Send a Test Contact from Realty AI

Before Zapier can map your lead fields, it needs a sample contact to work with.

* Press Continue and send a test contact through Zaiper

<figure><img src="/files/idfssmqTfmWSv8CssUD6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PeNoSHndM3TsqeBEjgqJ" alt=""><figcaption></figcaption></figure>

* This sends a sample lead through the system and into Zapier so the fields are available to map in the next step. You should see the test lead data populate with fields like name, email, phone, and lead details.&#x20;
* Select the record and click **Continue with selected record**. Now you can select your CRM from Zaiper.

<figure><img src="/files/xpkBgumsItSgvLwGtNS6" alt=""><figcaption></figcaption></figure>

### Step 4: Map Fields to Your CRM

* Create the connection: \[Usually an API key is required] paste your CRM API key here if required.
* Select your CRM's **Action** event. Examples \[Add/Update Contact]

<figure><img src="/files/KxWs8P1NnYqn0MD41wkK" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/o6taffaL2to6jswKm8VY" alt=""><figcaption></figcaption></figure>

* You should see the test lead data from Realty AI. View the "Request A" record with the contact fields.
* Click **continue with selected record**.

<figure><img src="/files/ADvNFoIL8j7BpPqQ6k6I" alt=""><figcaption></figcaption></figure>

* Map the data fields to the corresponding CRM fields.
* Press the plus sign and assign each field to the corresponding CRM field&#x20;

<figure><img src="/files/j1jCKC70HM7ZXhS4wiNG" alt=""><figcaption></figcaption></figure>

* Click **Continue** and test the action.

### Step 5: Activate the Zap

* Rename Zap and click **Publish Zap** to activate it.

<figure><img src="/files/2lgw27VhVgAsxHdLvww6" alt=""><figcaption></figcaption></figure>

* 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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