BlogUse Cases

    Use Case: Connect a ManyChat Bot to a Custom CRM on Coda

    If you are getting leads from a ManyChat messenger bot, this is an opportunity to take them to the next level. This use case shows how to import ManyChat leads into a real estate CRM template. With Coda and Integromat you can customize your CRM to meet your business workflows! 

    The Problem

    Realtors and agents gather leads from a variety of sources spread across numerous online channels, including:

    • Company websites
    • Listing marketplaces
    • Facebook Ads
    • Instagram Ads
    • Google Ads
    • Messenger Chatbots

    It is no news that keeping track of leads (and acting upon them) is difficult without a proper CRM. In addition, these can be expensive and complicated to use, which doesn't make things easier either.

    Real estate professionals have a busy schedule, and often don't want to spend time learning and using complicated tools. They need simple, customizable solutions that are intuitive and familiar - like a Google Sheet, but more powerful and flexible.

    The Solution

    A custom real estate CRM is built on Coda, a simple yet powerful tool to build docs as powerful as apps. 

    Multiple lead sources -- such as a Manychat-powered Messenger Bots, and Facebook Ads -- are connected to the Coda doc via Integromat to fetch leads in real-time. 

    The doc includes a dedicated section for a snapshot of:

    • Deals
    • Leads
    • Revenue

    Other sections include an activity and status tracker, all open deals, and quick views of homes for sale and buyer requirements.

    The Benefits

    • Connect and organize all lead sources easily
    • Reduce human error by means of workflow automation
    • Highly customizable and affordable

    Apps Used


    1. Coda CRM Template
    2. ManyChat RE Bot Template
    3. Integromat Template - Sellers
    4. Integromat Template - Buyers

    Like what you see? Sign up to Integromat and start automating today!

    Do you like this article?
    Don't forget to share it!

    Learn how to make your business better.

    Subscribe and get the best industry tips, app hacks, and automation insights straight to your inbox.

    Get started now!

    Sign up for a free Integromat account today!