Skip to main content

Connect Integrations

Connect Realtor Bot with your favorite CRM, calendar, and communication tools.

Available Integrations​

Realtor Bot currently supports these active integrations:

Communication & Email​

  • Gmail - Email automation with OAuth
  • Outlook - Email and calendar sync with OAuth
  • IMAP/SMTP - Connect any email provider

CRM & Sales​

  • HubSpot - Sync contacts, deals, and activities
  • Salesforce - Full enterprise CRM integration
  • Pipedrive - Pipeline management and sales tracking

Productivity​

  • Google Calendar - Appointment scheduling and availability
  • Outlook Calendar - Meeting coordination

More integrations coming soon! View all integrations →

How to Connect an Integration​

Step 1: Go to Integrations Page​

  1. Go to your Dashboard
  2. Click Integrations in the sidebar
  3. Browse available integrations

Step 2: Connect Your Account​

  1. Click Connect on your desired integration
  2. You'll be redirected to the provider's login page
  3. Authorize Realtor Bot to access your account
  4. You'll be redirected back to the dashboard

Step 3: Configure Settings​

After connecting:

  1. Click Manage on the connected integration
  2. Configure sync settings:
    • Sync Frequency - How often to sync data
    • Field Mapping - Map fields between systems
    • Filters - Choose what data to sync

Integration-Specific Guides​

HubSpot​

What syncs:

  • Contacts → Leads
  • Deals → Opportunities
  • Activities → Bot interactions

Setup:

  1. Connect your HubSpot account
  2. Select which pipelines to sync
  3. Map custom fields
  4. Enable automatic contact creation

Gmail​

What syncs:

  • Incoming emails → Bot triggers
  • Bot responses → Sent emails
  • Email labels → Bot categories

Setup:

  1. Connect your Gmail account
  2. Choose which labels to monitor
  3. Set up auto-response rules
  4. Configure email templates

Google Calendar​

What syncs:

  • Bot appointments → Calendar events
  • Calendar availability → Bot scheduling

Setup:

  1. Connect your Google Calendar
  2. Select which calendars to use
  3. Set availability hours
  4. Configure buffer times between appointments

Troubleshooting​

Connection Failed​

If your integration fails to connect:

  1. Check permissions - Make sure you granted all required permissions
  2. Re-authenticate - Try disconnecting and reconnecting
  3. Clear cache - Clear your browser cache and try again
  4. Contact support - Reach out if the issue persists

Data Not Syncing​

If data isn't syncing properly:

  1. Check sync settings - Verify your sync frequency and filters
  2. Review field mapping - Ensure fields are mapped correctly
  3. Check logs - View sync logs in the integration settings
  4. Manual sync - Try triggering a manual sync

Best Practices​

  • ✅ Test first - Use a test account before connecting production data
  • ✅ Map fields carefully - Double-check field mappings to avoid data issues
  • ✅ Monitor sync logs - Regularly review logs for errors
  • ✅ Keep credentials secure - Never share your integration credentials

Need Help?​

Can't find the integration you need? Contact us to request new integrations.