How to Connect a ManyChat Bot to a Custom CRM on Coda
If you are getting leads from a ManyChat 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 Make 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 Manychat bots and Facebook Ads -- are connected to the Coda doc via Make 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
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