Watch this video tutorial on how to push data into Homebot from your CRM using Zapier or follow the written instructions below.
Client Loading (Your CRM/LOS as the trigger) - Without a Template
Importing Clients (leads, contacts, borrowers)
Select the “Zaps” under the orange “+ Create” button - this will take you to the setup screen
Click “1. Select the event that starts your Zap,” also known as the Trigger, and search for the app that you wish to connect to Homebot, such as your CRM
Please note the trigger will always been your CRM, LOS, or the platform you wish to connect to Homebot (not Homebot itself)
Configure the “Event” in the right-side panel under “Select the event”
The Event will represent the action taken in your CRM that you want to trigger the import of data into Homebot eg. a new lead is added, a loan associated with a borrower is marked as “Funded,” within your CRM etc.
Open Screenshot 2024-09-25 at 9.38.11 PM.png
In this example we’re using Google Sheets as our Trigger and “New Spreadsheet Row” as our Trigger event
Next, select your “Account” in the right-side panel
This account will be your account with your CRM or whatever platform you wish to connect to Homebot
Select “Continue"
Next, you’ll configure your Trigger
In our example we’re selecting the specific Google Spreadsheet containing our client data and the “Worksheet” would be the sheet/tab of that spreadsheet containing that data (eg. Sheet1)
Select “Continue”
Next, you’ll select “Test Trigger
This step checks to make sure that Zapier can find data for the Trigger (eg. are there rows present in the provided spreadsheet)
Once you’ve achieved a successful test of your Trigger and confirmed that the record data is accurate, select “Continue with Selected Record”
Next, you’ll select Homebot for the “Action” event
Make sure to select the most recent version of the Zap App
The next step will be to add the “Action Event,” of “Find Clients by Email”
Next, you’ll connect your Homebot account and select “Continue”
You’ll then select the field that corresponds with the “Client Email” address from the data in your Trigger
The client email is the unique identifier in the system we’re pulling from (eg. CRM) that Homebot uses to identify the correct client and ensure we don’t create duplicates in Homebot
Leave “Should this step be considered a success if no search results are found?” selected as “No”
Select the “Create Homebot Client if it doesn’t exist yet?” checkbox
Update “Buyers Access” to True
Add the required fields of “First Name” and “Last Name” - this is the data being pulled from your CRM, or in our example, this is the first and last names in our Google spreadsheet
(Feel free to input any of the other fields in this step such as External Mappings, but only First Name and Last Name are required.
Select “Continue”, the “Data in” window will show you all of the data that you’ve configured to be sent to Homebot
Select “Test Step”
IMPORTANT NOTE - if successful, this test step will create that client in Homebot. Although it is a “test” a valid client will be pushed into Homebot as part of this step.
Please be sure to use valid email and property addresses when setting up your zap, as false data will trigger an error when testing your data
You’ll see a field for “ID of the created client” - this ID will be used to create the home in the next step if you’re importing homeowner data
If you’ll only be using Zapier to importing lead/buyer data, select “Publish”, your Zap is now fully operational and ready to import buyer data into Homebot!
Importing Homes
If you’re also importing Home data for your clients, instead of selecting “Publish,” you’ll select the “+” below your “Find Clients by Email” step
Select the “Action Event” field to search for and select the “Create Home” event.
Select “Continue”
Next, you’ll select “ID of the created client” for the Client ID field (this is the ID that was created in step 17 of the previous section)
Next you’ll gather the information required to create the home by selecting the “Address (street)” and “Address (zip)” associated with the client in your CRM (in our example this would be the address and zip in the Google spreadsheet)
“Address (street)” and “Address (home)” are our only required fields but we highly recommend adding any and all information you might have like Sold Date/Price, Appraisal Date/Price, Beds, Baths, etc.
Click “Continue”
Select “Test Step”
Troubleshooting tip - you may get a “Failed to create home in Homebot error” in this step if that home already exists for that client in Homebot
Once your test has run successfully you should now be able to log into Homebot and see this client and their home created in your account! 🎉
Select “Publish”
Your Zap is now fully set up and will trigger automatically based on your configuration to push clients and homes into Homebot! 🥳