Overview
Homebot is a US client engagement platform for lenders, agents and title companies that sends homeowners monthly personalized home value, equity and refinance-opportunity updates by email.
HelloGrowthCRM does not have a native Homebot connector yet — it is on the real estate list of planned integrations. That does not mean the two cannot work together today.
A team can use Zapier or Make to watch for Homebot engagement events and post them to HelloGrowthCRM's inbound webhook, or forward Homebot's summary notification emails to a HelloGrowthCRM email-to-lead address.
What a Homebot link would do
- A homeowner opening their monthly Homebot email creates an engagement activity entry on the matching contact's timeline.
- A homeowner clicking a see-if-refinancing-makes-sense link in Homebot creates a task for the loan officer to follow up.
- A significant home equity increase flagged by Homebot triggers a task for the agent to suggest a market update or sale.
How to connect Homebot today
A team can use Zapier or Make to watch for Homebot engagement events and post them to HelloGrowthCRM's inbound webhook, or forward Homebot's summary notification emails to a HelloGrowthCRM email-to-lead address.
Live today in Real estate
Best practices
- Start with the one Homebot event your team acts on most, send only that into HelloGrowthCRM, and check a week of records before adding more.
- Pick one matching key for Homebot records — usually work email or phone — so an event updates the existing lead instead of creating a duplicate.
- Name an owner for the Homebot connection: whoever set up the webhook or Zap should also be the person who notices when it stops.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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