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How to Connect a ManyChat Bot to a Custom CRM on Coda

Mar 02, 2020 | 1 minutes
Woman talking with a ManyChat bot.

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

  1. Coda CRM Template

  2. ManyChat RE Bot Template

  3. Make Template - Buyers

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Martin Etchegaray

Senior Content Writer and Editor at Make. I enjoy writing and reading about history, science, and tech.

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