Real Estate CRM with Integromat + ManyChat

Overview

All Leads 2

Lead -> Prospect Tracker

All Deals

Quick Views

Other Data Tables

Explore

Intro

Real Estate CRM with Integromat + ManyChat

A template that incorporates Integromat and the ManyChat messenger bot for a real estate scenario. You can edit this template for any CRM type of use case.

Arpit Choudhury

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What this doc does

This Coda doc is ideal for Real Estate Agents dealing in homes. It takes care of the complete buyer/seller journey that starts when a new lead comes in and ends when a deal is won or lost. The main lead source is a

ManyChat-powered Messenger bot⁠

that connects to this CRM via

Integromat⁠

, using which you can also connect multiple lead sources to the lead tables. Note: You can connect multiple data sources to the doc via Integromat in addition to your ManyChat bot.

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Table of Contents

Table of Contents

Folder

Section

Description

Overview

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Snapshot

⁠

An overview of all important numbers. It fetches data from other tables and views using formulas.

All Leads

⁠

Seller Leads

⁠

A table that stores all seller leads that come from the Messenger bot.

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Buyer Leads

⁠

A table stores all buyer leads that come from the Messenger bot.

Lead → Prospect Tracker

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Seller Activity & Status

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A view of

Seller Leads

⁠

that tracks call activity and the lead status of all seller leads.

⁠

Buyer Activity & Status

⁠

A view of

Buyer Leads

⁠

that tracks call activity and the lead status of all buyer leads.

All Deals

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Seller Deals

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A view of

Seller Leads

⁠

where a deal is created when a seller lead signs the Listing Agreement.

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Buyer Deals

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A view of

Buyer Leads

⁠

where a deal is created when a buyer lead signs the Buyer Broker Agreement

Quick Views

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Homes for Sale

⁠

A view of

Seller Leads

⁠

that shows the properties of sellers with whom a deal is ongoing.

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Buyer Requirements

⁠

A view of

Buyer Leads

⁠

that shows the requirements of buyers with whom a deal is ongoing.

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All Leads

⁠

An overview of all buyer and seller leads in the database containing views of both

Seller Leads

⁠

and

Buyer Leads

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Other Data Tables

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Lead Statuses & Deal Stages

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Contains the secondary tables

Seller Lead Statuses

⁠

Buyer Lead Statuses

⁠

, and

Deal Stages

⁠

used in the primary tables

Seller Leads

⁠

and

Buyer Leads

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🤖 Try the chatbot here →
Real Estate Messenger Bot
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Integromat templates that sync data from the bot to the respective tables in Coda

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`Send Seller Leads from the ManyChat bot to Coda`⁠
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This Scenario sends Seller Leads from the ManyChat bot to Coda

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`Send Buyer Leads from the ManyChat bot to Coda`⁠
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This Scenario sends Buyer Leads from the ManyChat bot to Coda

About Integromat

⁠

Integromat⁠

is a free tool to connect apps and automate workflows using a beautiful, no-code visual builder.

⁠

A short tour of Integromat's core features

Enterprise-level features like unlimited branching, filtering, and error handling allow users to use their most trusted apps to their fullest extent by integrating them exactly as they need. Moreover, Integromat enables you to can connect to any web service or API without writing code.