Homebot + Real Geeks

Create new Homebot clients from new leads in Real Geeks

Effortlessly manage your real estate leads with this seamless workflow. Whenever there's a new lead in Real Geeks, it will immediately create a new client in Homebot. This enables you to nurture leads effectively and keep your Homebot client list up-to-date. Say goodbye to the hassle of manual data entry and embrace a smoother, efficient business process.

Effortlessly manage your real estate leads with this seamless workflow. Whenever there's a new lead in Real Geeks, it will immediately create a new client in Homebot. This enables you to nurture leads effectively and keep your Homebot client list up-to-date. Say goodbye to the hassle of manual data entry and embrace a smoother, efficient business process.

  1. When this happens...
    Real GeeksReal Geeks
    New Lead

    New Lead created on your Real Geeks website.

    TriggerInstant
  2. automatically do this!
    HomebotHomebot
    Create Client

    Creating a new client

    ActionWrite
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Supported triggers and actions

    • SiteRequired

    • Agent

    • SourceRequired

    • Type

    • First Name

    • Last Name

    • Phone Number

    • Email Address

    • Address

    • Street Address

    • City

    • State

    • Zip Code

    • Contact Message

    • Notes

    • Region

    Action
    Write
    • Buyers Access

    • Close Date

    • Date of birth

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Locale

    • Mobile

    • Borrower Type

    • First external mapping source

    • First external mapping ID

    • Second external mapping source

    • Second external mapping ID

    • Third external mapping source

    • Third external mapping ID

    Action
    Write
    • Home IDRequired

    • AmountRequired

    • DateRequired

    • Company loan IDRequired

    • Adjustable

    • APR

    • ARM first period change

    • ARM index

    • ARM life cap

    • ARM margin

    • ARM rate cap

    • ARM years initial

    • Escrow monthly

    • FHA mi monthly

    • Finance type

    • First payment due date

    • Lien position

    • LO NMLS

    • Loan program

    • Loan type

    • MI downpayment

    • MLC NMLS

    • PMI monthly

    • Rate

    • refi

    • Refi purpose

    • Term years

    • Total monthly payment

    • First external mapping source

    • First external mapping ID

    • Second external mapping source

    • Second external mapping ID

    • Third external mapping source

    • Third external mapping ID

    Action
    Write
    • NameRequired

    • Webhook URLRequired

    • Event sources whitelist

    • Username

    • Password

    Action
    Write
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homebot logo

About Homebot

Homebot is a homeownership intent platform that surfaces actionable data first.
Learn more

Related categories

  • Marketing
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real-geeks logo

About Real Geeks

Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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