Summary
Your CRM shouldn’t miss what your homeowners are doing. Automatically sync homeowner activity and opportunities from Homeowner.ai directly into your CRM, including platforms like Follow Up Boss, Sierra Interactive, HubSpot and more.
How it works
- Connect your CRM through the native integration inside Homeowner.ai
- Homeowner activity and opportunity insights appear in your CRM as tags with links back to homeowner details in Homeowner.ai
- Standard CRM tags are automatically added based on homeowner activity and opportunities, allowing you to trigger workflows and automations inside your CRM
How you benefit
- See homeowner activity directly inside the CRM you already use every day
- Respond faster when homeowners start showing intent
- Spend less time digging through your database and more time taking action
How to use it
- Set up your CRM connection through the integration inside Homeowner.ai
- Once connected, homeowner activity and opportunity signals will automatically being to sync into your CRM
- Use CRM tags and workflows to automate follow-up and lead prioritization inside your CRM
Additional info
- Standard CRM tags can trigger automations and workflows inside your CRM
- Synced insights include direct links back to homeowner details in Homeowner.ai
- Availability depends on your plan and CRM integration setup
