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 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.
Click on Create Zap.
For the trigger, search for Realty AI in the app search bar and select it.
For the Trigger Event, select New Contact.
Step 2: Add Webhook to Realty AI
Navigate to the Realtor Profile section.
Navigate to Settings and Connect CRM
Select the Zaiper Integration
Copy your API key from the Zapier/API section
Paste the key into Zapier and confirm the connection.
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
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.
Select the record and click Continue with selected record. Now you can select your CRM from Zaiper.
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]
You should see the test lead data from Realty AI. View the "Request A" record with the contact fields.
Click continue with selected record.
Map the 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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