How to Access Homebot's Zapier App
Zapier is a way to connect apps -- like customer relationship managers (CRM), content management systems (CMS), and more -- together so you can automate your workflows. Homebot’s Zapier app allows our customers to seamlessly import client data (leads, contacts, borrowers) from their preferred CRM or even a simple spreadsheet and export client behavioral insights from Homebot to power the rest of their tech stack!
Click HERE to get started!
IMPORTANT: Homebot does not charge any additional fees for use of our Zapier app, but Zapier does require a paid account to leverage the Homebot Zapier app.
How it works
Homebot’s Zap will help you automatically create clients, homes, and loans in Homebot, saving you from spending time managing spreadsheets, or waiting for monthly updates to happen
Extract all of Homebot’s client behavioral insights like requests for CMAs, DMs, or refi activity
This is a helpful Youtube overview of Zapier and what it can do in general
This article might jumpstart some ideas of how to use Zapier to streamline your workflows with Homebot, and more!
To access Zapier in Homebot, navigate to your account settings and go to Account > Power Ups > Zapier, then click on Get Started.
Please feel free to reach out to our integrations support team at [email protected] with any Zapier questions or troubleshooting needs!
Ready to get started?
Check out the articles below with step-by-step instructions!