Homebot and Salesflare

How to connect Homebot

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

Things Salesflare can make it do

Create Client — Creating a new client
Create Home — Create a home for a client (using a client ID)
Create Listings Saved Search — Creates a listings saved search for a client (using a client ID)
Create Loan — Create a loan associated with a home (which is associated with a client)
Create Pre-Qualification/Pre-Approval — Creates a pre-qualification/pre-approval for a Client (using a client ID)

Show 9 more actions

Create Webhook Client — Creates a webhook client in Homebot, which will be called when certain events occur within Homebot
Find Home by ID — For a given Homebot Home ID, find the attributes of that home
Find or Create a Client — Get a name, email, and phone number for a client. Check a client's language preference (locale can be english or espanol), buyer's target close date or target zip codes for purchase (market interest).
Find or Create a home — Use a normalized address to find a matching home. Very useful in scenarios when a home creation request has failed due to that address already existing in the system for a given customer.
Find or create a client — Finds a client by a given email address
Find or create home(s) for a client — Using a client ID, get a list of all homes associated with that client
Update Client — Update name, phone, email, buyers access, and other client data.
Update Home — Update a home using the home ID
Update Loan — Update one or more fields of a loan record

Look up existing records

Find Client by Email — Finds a client by a given email address
Find Client by ID — Get a name, email, and phone number for a client. Check a client's language preference (locale can be english or espanol), buyer's target close date or target zip codes for purchase (market interest).
Find Client's Homes — Using a client ID, get a list of all homes associated with that client
Find Home by Address — Use a normalized address to find a matching home. Very useful in scenarios when a home creation request has failed due to that address already existing in the system for a given customer.