Use 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!

coda-manychat-integromat

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

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