Connect your Homebot account to StreetText so your homeowners get personalized home value reports.
Connect Homebot
Click the settings ⚙️ in the top right corner, then Integrations.
Under CRM, find Homebot and click Connect.
On the Homebot page, click Connect Homebot Account.
Sign in to Homebot and allow the connection. You come back to StreetText, and the page shows Connected with your Homebot account's email.
Send contacts to Homebot automatically
Once Homebot is connected, the Homebot page has one setting: Send Contacts to Homebot Automatically. It is off until you turn it on.
Off: contacts go to Homebot only when you send them yourself (see below).
On: every new contact with a street address is sent to Homebot about a minute after it's added. That includes contacts from your forms and contacts you add yourself.
When it's on, these are not sent automatically:
Contacts you already had before you turned it on.
Contacts brought in with a CSV import.
Contacts that come in from a sync with another system, such as Follow Up Boss.
Contacts without a street address.
You can still send any of these to Homebot yourself.
Send a contact to Homebot yourself
On the Contacts page, click Send to Homebot (the robot button) in the contact's Address column.
Note: Homebot needs the contact's name, email and street address to set them up.
Disconnect Homebot
On the Homebot page, click Disconnect at the top right, then Disconnect Homebot to confirm. Contacts stop syncing with Homebot. Contacts already in Homebot stay there.