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“We needed to make quick and smart work of all the different things we Realtors do, and it needed to be ultra flexible… and simple “- Nat Wallen

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Real Estate CRM zapier Integration

Dear Fellow Realtors, Getting real estate referrals doesn’t have to take 20 years... I learned this the hard way.

It’s easy to get stuck behind the computer and lose sight of what’s most important.

Meeting people face to face. Showing homes. Listing properties. Writing contracts... That’s where we make our income.

We all have a wide range of tools we use:

• CRMs help us automate mundane tasks and remind us when to reach out.

• IDX websites showcase properties for sale, and they are the bait that attracts buyers and sellers to us.

• YouTube helps us make personal connections and help people from a distance.

There are so many more... Instagram, LinkedIn, Facebook...

There’s no wonder we have so many tools we are juggling.
This is why we worked long and hard to build Zapier into the Expert ecosystem.

It’s a system that people all over the world use to connect their other systems.

This is a HUGE development for the real estate industry.

I am looking forward to seeing what ZAPS you create!

You, your systems, EXPERT and Zapier

What can’t you do?

Zap Online Reviews when your customers are most happy with your services

  • Let your customers do the talking for you.
  • Create a Zapier account and then use REVIEWPOINT to send an online review
  • Consider sending requests for different steps of their journey.
  • Ask for a review after contract ratification, and ask for another after the closing.

Zap IDX leads into your Mailchimp account

  • Automatically fill your newsletter campaign to bring more value to your potential customers.
  • ZAP your IDX WEB LEADS into Expert and add them to your MAILCHIMP Newsletter.
  • Consider adding additional Zaps to daisy chain more automations, like adding web leads to your newsletter AND sending a Digest from your content marketing library.

Zap handwritten notes after each listing appointment

  • Staying consistent and in touch is difficult, especially when you get busy.
  • Establish a Handwrytten account to send automated handwritten notes, and never miss an opportunity to say hello.
  • Zap out a friendly thank you note after a referral, or after attending a listing appointment.

In addition to ZAPPING Content Marketing Digests to Facebook Leads, you can...

  • Create multi step zaps to easily complete complex and effective automations in just the blink of an eye.
  • Start by ZAPPING FACEBOOK LEADS into Expert.
  • Now ZAP OUT A CONTENT MARKETING DIGEST showcasing your knowledge.

Expert + Zapier

What can’t you do?

ZAP out your postcards when customers opt in to your free HOME MANAGEMENT offer

  • Supercharging your Digital Farm is easy and amazing!
  • Start farming by uploading your neighborhood data into Expert.
  • Plant seeds by with a Facebook Lead ad offering the neighborhood help on being a better homeowner.
  • Add additional media touches by ZAPPING out your DIRECT MAIL POSTCARD using POSTCARDMANIA once a month to showcase the homes you have listed or sold.

Zap out a text when customers check their home value!

  • Establish your HOMEBOT account to help homeowners understand market changes.
  • ZAP their activities into Expert to record into your ACTIVITY STREAM.
  • Remind yourself to send a personalized text message to everyone via mass text the day after they check their home’s value.
  • Connect with your HANDWRYTTEN account to send a handwritten note asking if they need more questions answered, or offering an in person review of their home’s value.

The sky is NOW the limit

Connect your apps and automate workflows

  • Establish your Zapier account at zapier.com
  • Connect your favorite calendar app to seamlessly integrate with your free CRM.
  • Connect with over 1500 other systems supported by Zapier and make your CRM do anything you want!
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VENDOR NETWORK

Send leads to local
business owners.

video
CONTENT MARKETING

The industry’s first and only
predictive content marketing library.

TRANSACTION MANAGER

Showcase your brand and offerings
while making your first meeting
all about them.

MyBio PRE-LISITNG

Showcase your brand and offerings
while making your first meeting all
about them.

HOME MANAGEMENT

Give free home management
software, stay connected forever.

AGENT MAP

Send and receive market to
market referrals with other agents.

SMS & DIRECT DIAL

Easy and seamless
communication with 
all your customers!

ZAPIER INTEGRATION

Connect your calendars, IDX website,
gift giving solutions, your Instagram account...

FOREVER FREE CRM

Make real estate a game with the
industry first multi player experience

Keep exploring

Learn more about all features

VENDOR NETWORK

Send leads to local
business owners.

Learn More

CONTENT MARKETING

The industry’s first and only predictive content marketing library.
Learn More

TRANSACTION MANAGER

Showcase your brand and offerings while making your first meeting all about them.
Learn More

MyBio PRE-LISITNG PACKAGE

Showcase your brand and offerings while making your first meeting all about them.

Learn More

HOME MANAGEMENT

Give free home management software, stay connected forever.
Learn More

AGENT MAP

Make real estate a game with the  industry first multi player experience.
Learn More

FOREVER FREE CRM

Make real estate a game with the  industry first multi player experience

Learn More

SMS & DIRECT DIAL

Another first in the industry from  BellaRuby! Send text messages and make calls using your own phone number.
Learn More
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