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

    Templates

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


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