Homebot App Leads via Zapier
Are you generating real estate/mortgage leads that you would like automatically synced into your Homebot App?
Learn how to use CallAction to Homebot app Zapier integration and automatic lead follow-up workflow or generate leads with Homebot.
You need to get Zapier access from Homebot unless you already have Homebot Zapier access.
Request Zapier Beta Access for Homebot App
➡️ Text 'Homebot Zap' to (515) 375-5550
You'll instantly get a text message with a link to request Zapier access for your Homebot app. Once you Homebots beta access to Zapier you are ready to setup this workflow with the CallAction sales engagement platform.
Any lead capture of synced into CallAction via API, email parser or text for info tool will automatically sync into Homebot in real-time.
Setup Homebot Integration with CallAction
Login to Zapier to build Zap
Click Make Zap
Enter CallAction.co in Choose App & Event
Choose Trigger Create Contact
Select your CallAction account
Enter Zap name, CallAction > Homebot
Click Test Trigger
Next, we will setup a Zapier Filter to only send leads with email addresses.
Click on (+) sign to add a step
Click on Filter by Zapier
Select Email from the Only Continue if drop-down
Select Text Contains
Enter the @ sign (this will work for all valid email addresses regardless of extension)
Lastly, we will connect the Homebot app to create a contact.
Enter Homebot in the Choose App & Action field
Select Create Client in the Choose Action drop-down
Select your Homebot app account
Select the Email field, click on CallAction New Contact
Select the CallAction Email merge field
Select First Name from CallAction merge fields
Select Last name from merge fields
Select Phone to merge into Mobile Phone field
Turn On your new Homebot Zap
All leads with email addresses captured into CallAction can then be instantly sent into your Homebot app to receive their personalized Homebot reports.
Don't Forget to Turn on Zapier on CallAction Numbers
You can have this workflow run on one or all your CallAction campaign numbers.
Login to CallAction
Click on Numbers
Click on Manage of the numbers you want to send leads into Homebot
Scroll and click on Integrations
Turn ON Zapier
Once this Homebot workflow is completed you should try a test and login to Homebot to make sure everything is syncing correctly.
Automated Homebot Lead Follow Up with CallAction
You can now follow-up with all of your new Homebot leads with a personalized text drip campaign to see if the consumer has any questions about their Homebot reports they receive via email every 30 days.
This Homebot app workflow works for realtors and loan officers and lets you sync leads from various lead sources like Zillow, Realtor, Lendingtree or any leads in your real estate CRM connect to CallAction like:
Ylopo to Homebot
Boomtown to Homebot
Follow Up Boss to Homebot
If you have questions about other possible workflows, use the live chat via the blue circle in the bottom right corner of this page.
Try this Homebot + CallAction Workflow for Free
If you have a Homebot login and would like to try this automated workflow with CallAction, signup for a free trial now. You can setup a CallAction call capture number on your Homebot app profile to track inbound calls from your Homebot landing page or leads calling from the Homebot report.
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