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Integrations Overview

Realtor Bot connects with your existing tools to create a seamless automation workflow. Integrate with CRMs, email providers, and calendars.

Available Integrations​

Communication & Email​

Connect your email to enable automated responses and email tracking.

Active:

  • Gmail - OAuth integration for email automation
  • Outlook - OAuth integration for email and calendar
  • IMAP/SMTP - Connect any email provider with credentials

Coming Soon:

  • Mailchimp
  • Twilio
  • Zoom

Learn more →

CRM & Sales​

Connect your CRM to sync contacts, leads, and activities.

Active:

  • HubSpot - Full CRM integration with contacts, deals, and activities
  • Salesforce - Enterprise CRM with custom object support
  • Pipedrive - Pipeline management and sales tracking

Coming Soon:

  • SugarCRM
  • Zendesk

Learn more →

Productivity​

Connect calendars and productivity tools.

Active:

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

Coming Soon:

  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Sheets
  • Google Tasks
  • Microsoft Excel
  • OneDrive
  • Notion
  • Slack

Learn more →

Data & Analytics​

Analytics and data sources.

Coming Soon:

  • Google Analytics

  • Tableau

  • Gmail - Google Workspace integration with labels and filters

  • Outlook - Microsoft 365 integration with categories

  • IMAP/SMTP - Connect any email provider

Learn more →

Calendar Systems​

Sync calendars for automated appointment scheduling and availability checking.

  • Google Calendar - Real-time calendar sync and event creation
  • Outlook Calendar - Microsoft calendar integration
  • CalDAV - Standard calendar protocol support

Learn more →

How Integrations Work​

graph LR
    A[Realtor Bot] --> B[CRM]
    A --> C[Email]
    A --> D[Calendar]
    B --> D[Unified Data]
    C --> D

Data Flow​

  1. Inbound - Bot receives data from integrations (emails, calendar events, CRM updates)
  2. Processing - Bot analyzes and acts on the data
  3. Outbound - Bot sends data back to integrations (CRM updates, email responses, calendar bookings)

Real-Time Sync​

All integrations sync in real-time to ensure data is always current:

  • Email responses sent immediately
  • CRM updates happen instantly
  • Calendar changes reflect in seconds

Connection Status​

Monitor your integration health from the dashboard:

Status Indicators​

  • 🟢 Connected - Integration is active and working
  • 🟡 Warning - Connection issue detected, may need attention
  • 🔴 Disconnected - Integration needs to be reconnected
  • ⚪ Not Connected - Integration not yet set up

Connection Health​

Each integration shows:

  • Last sync time
  • Number of successful operations
  • Error count (if any)
  • Data volume processed

Security & Permissions​

OAuth Authentication​

Most integrations use OAuth for secure authentication:

  • No passwords stored
  • Granular permission control
  • Easy to revoke access
  • Industry-standard security

Required Permissions​

Each integration requests only the permissions it needs:

CRM:

  • Read/write contacts
  • Read/write deals
  • Read/write activities

Email:

  • Read emails
  • Send emails
  • Manage labels/categories

Calendar:

  • Read calendar events
  • Create calendar events
  • Update calendar events

Data Privacy​

  • All data encrypted in transit (TLS/SSL)
  • Data encrypted at rest
  • GDPR compliant
  • SOC 2 certified
  • Regular security audits

Setup Process​

1. Choose Integration​

Select the integration you want to connect from the Integrations page.

2. Authorize Access​

Click "Connect" and authorize Realtor Bot to access your account.

3. Configure Settings​

Set up integration-specific settings:

  • Field mappings
  • Sync preferences
  • Filters and rules

4. Test Connection​

Verify the integration is working correctly with a test operation.

5. Activate​

Enable the integration to start syncing data.

Best Practices​

Start with Essential Integrations​

Connect your most important tools first:

  1. CRM (for lead management)
  2. Email (for communication)
  3. Calendar (for scheduling)

Monitor Connection Health​

Regularly check integration status to catch issues early.

Keep Permissions Updated​

Review and update integration permissions as your needs change.

Use Webhooks When Available​

Webhooks provide real-time updates and reduce API calls.

Test Before Going Live​

Always test integrations with sample data before using in production.

Troubleshooting​

Connection Failed​

Possible causes:

  • Expired OAuth token
  • Changed password
  • Revoked permissions
  • Service outage

Solutions:

  • Reconnect the integration
  • Check service status
  • Verify account credentials
  • Review permission settings

Data Not Syncing​

Possible causes:

  • Sync filters too restrictive
  • Field mapping errors
  • API rate limits
  • Network issues

Solutions:

  • Review sync settings
  • Check field mappings
  • Monitor API usage
  • Test connection

Duplicate Data​

Possible causes:

  • Multiple sync sources
  • Incorrect deduplication rules
  • Manual and automated updates

Solutions:

  • Review sync configuration
  • Enable deduplication
  • Consolidate data sources

Integration Limits​

API Rate Limits​

Each integration has API rate limits:

  • HubSpot: 100 requests/10 seconds
  • Salesforce: 15,000 requests/24 hours
  • Gmail: 250 emails/day (free), 2,000/day (paid)
  • Google Calendar: 1,000,000 requests/day

Data Limits​

  • CRM Records: Unlimited
  • Email Storage: Based on email provider
  • Calendar Events: Based on calendar provider

Next Steps​